4.0
28 Apr 2019
Current employee, more than 10 years
Radnor, PA
Recommend
CEO approval
Business outlook
Pros
The most intelligent employees you’ll ever work with. The product is the single best on the market for brokerage and insurance firms looking to guide their clients wealth and assets into retirement and beyond.
Cons
Upper management needs to focus more on proper hierarchy and solution based outcomes, rather than team approach to every single issue no matter how minor the task.