Strategic Financial Partners

www.baystatefinancial.com
Unclaimed Profile
There are newer employer reviews for Strategic Financial Partners
There are newer employer reviews for Strategic Financial Partners

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Great place to start and work, but management lacked experience leading.

  • Work/Life Balance
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Former Employee - Financial Advisor in Denver, CO
Former Employee - Financial Advisor in Denver, CO

Pros

Good training, Good environment, and Fairly autonomous. Great support and resources available from home office. Nice use of life planning resources and outsourcing of support services.

Cons

Management lacked experience leading rookies and preparing for economic downturn.

Advice to Management

Great foundation and experience will come with time. Keep after it.

Other Employee Reviews for Strategic Financial Partners

  1. Good place to learn the business.

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Registered Representative in Denver, CO
    Former Employee - Registered Representative in Denver, CO
    Recommends
    Neutral Outlook

    I worked at Strategic Financial Partners full-time (More than a year)

    Pros

    Good training for someone new to the business, not as much upside growth potential.

    Cons

    The business model is based on growing the quantity of agents as apposed to building very high producing representatives.


  2. Great mid size agency

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor in Waltham, MA
    Current Employee - Financial Advisor in Waltham, MA
    Recommends

    Pros

    Great support staff and management, encouraged to work in teams, friendly work place that i would reccomend to close friends

    Cons

    the downsides to working at sfp are the office space, watermill center does need some minor renovations including the parking lot which is currently underway

    Advice to Management

    Keep in mind that it takes time to build a book of business. The management could do a better job at understanding the direct needs of its advisors not the indirect.


There are newer employer reviews for Strategic Financial Partners
There are newer employer reviews for Strategic Financial Partners

See Most Recent

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