Financial Consultant - Manager Legacy FA Employee Review

4.0
Jun 25, 2017
Recommend
CEO approval
Business Outlook

Pros

In Legacy FA one is taught to be client-centric. Hence, intense training is given to ensure a financial consultant rises up to the mark and beyond. The goal is just not about bringing in the sales but more so becoming a true sales professional. Clients are made to feel the true value a Legacy FA consultant brings to the table. By doing so, a Legacy FA financial consultant constantly gets good referrals from satisfied clients and importantly builds a sustainable and rewarding long term career in the financial services industry. The grooming, coaching and training continues into a financial consultant's management career so that one excels in management as well

Cons

A culture that some may find difficult to stomach is the high standards of discipline and commitment to achieving a financial consultant's career goal. One is told exactly how one is performing. To some this injures their pride. However, those who face it and amend their ways find that the path to success beckons

Explore other reviews about Legacy FA

1.0
Dec 9, 2025
Recommend
CEO approval
Business Outlook

Pros

No need to pay rental for office cubicle

Cons

Many claw back if you never read contract

1.0
Mar 27, 2025
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Flexibility as an advisor to pursue the types of clients you want.

Cons

In my opinion, these are the following: Compliance is a headache. Admin staff are poorly trained and often ask stupid questions. Management is stuck in the past and practices a churning turnover culture. They will fire you once you have exhausted your warm contacts. They will force certain products down advisors' throats and in turn expects it to be forced onto clients. When you are no longer able to generate revenue, you will be "forced" to go. Politics here is more colorful than a circus clown. CEO loves to use scare and intimidation tactics and doesn't know how to speak like a human being. Like Donald Trump says, this CEO lacked common sense. He would resort to screaming and raising his voice to get his way. Highly unprofessional human being. There is nothing much to learn besides selling. A waste of time company if you are looking for longevity. Like the late Warren Buffet says, rat poison squared. If you value your time and life and have a book of clients, you might want to consider somewhere else. This company is a one trick pony. Commission structure is also average.

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