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The people, the process, the investment choices, always put the clients first, EXCELLENT compensation for above average performers. Never once did I feel I wasn't doing what was truly best for my clients. Many options for clients to choose from whether they are self directed or are seeking guidance. Top notch place to work and upper level management seems to always come up with new ways to improve the client and associate experience.
Sat here for 15 minutes trying to find them and frankly I would be reaching, so not many at all. Great experience for me.
Advice to Management
Keep up with the great culture, allowing Investment Consultants to find heir own way to be successful, and keep bringing new excellent tools and resources for clients to utilize