Smaller company
Boss is very familiar with each client and is very caring
Very focused on getting each employee to become successful independent wealth managers
The company approach for each client is to get them towards financial independence from passive income
Cons
A lot of your learning is up to you, which can be either a pro or a con depending on how you work.
It is small, so there aren't going to be clients handed to you. You have to be able to get your own.
Close relationships with clients
Focus on financial freedom for clients and workers
CEO is caring and knowledgeable
Learn a lot about wealth management quickly
Cons
Small number of clients in comparison to large firms
Limited exposure to different project types