5.0
Jan 16, 2026
Current employee, more than 10 years
Houston, TX
Recommend
CEO approval
Business Outlook
Pros
-a repeatable system to build a book of business -open architecture broker/dealer -advisors can grow/evolve into new markets as they see fit
Cons
-In many cases, new advisors are tasked with building their clientele household by household and that business building frankly isn't for everyone