I have been working at Trilogy Financial full-time
Great location, experienced staff, A for effort on creating structure and training. The advisors clearly care about their customers and there is a lot of longevity. The client space is clean and modern. Great opportunity to build a business within a business.
Being a great salesperson doesn't make you a great manager. Management needs to be trained in HR, leadership and how to rollout a training program; before they start training others. The office environment for the employees is messy, outdated and cramped. They have set up a formal program to take you from Associate to Advisor, but the rollout seems a bit chaotic and haphazard.
Advice to Management
Spend a little money on making the employee's work environment more pleasant and modern. Have a more formal onboarding process that includes a day or two in the corporate office getting introduced to the company, licensing requirements, timelines, compensation and the overall training program so that all employees start with the same imprint, regardless of what office they work in.
I applied online. I interviewed at Trilogy Financial (West Covina, CA) in May 2017.
I went through two phone interviews with the recruiter, one with the West Covina regional manager, one in-person interview with the regional manager, and finally one in-person panel interview with advisors.
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