Trilogy Financial Reviews | Glassdoor

Trilogy Financial Reviews

Updated October 15, 2018
48 reviews

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3.5
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Trilogy Financial CEO, Founder and Owner Jeff Motske
Jeff Motske
30 Ratings

48 Employee Reviews

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  1. "Financial Adviser Associate"

    StarStarStarStarStar
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    Pros

    Great atmosphere, great training and awesome employees. This is one of the best companies I have ever worked for!

    Cons

    It is very hard work and you have to be very dedicated to learning and marketing yourself to get clients but it is definitely worth it. Other then that nothing that comes to mind.

    Advice to Management

    Keep up the good work!


  2. "Wealth Manager"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Wealth Advisor in Woburn, MA
    Former Employee - Wealth Advisor in Woburn, MA
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I worked at Trilogy Financial full-time (More than 3 years)

    Pros

    Great Training, and inter office support

    Cons

    Salary and Commission grid are about 50% below industry standards

  3. "Wealth Advisor Position"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Wealth Advisor
    Current Employee - Wealth Advisor
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Trilogy Financial full-time (More than 3 years)

    Pros

    They have a great culture. Truly care about clients and acting in their best interest. Great balance between females and males. Stay competitive based on industry changes and products offered to clients. Work in teams of advisors who mentor you and support you as you grow your practice. Not pushy in sales. No cold calling or aggressive sales quotas. Your input is your output.

    Cons

    Management in offices is dated and not open/very slow adaptability to change. Growth can be slow due to structural changes. New hire quality is not always the greatest. Management takes too long to let go of people who do not belong in this industry and are a burden to the office.

    Advice to Management

    Need better leadership.


  4. "A-1 Associate"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Trilogy Financial full-time

    Pros

    Great mentorship, team-building approach to management

    Cons

    Nothing that comes to mind.


  5. "Financial Planning Positions"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Vice President of Wealth Planning in Denver, CO
    Current Employee - Vice President of Wealth Planning in Denver, CO
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Trilogy Financial full-time (More than 10 years)

    Pros

    Incredibly supportive, collaborative, accountable, forward-thinking environment. No limit to earnings potential. Payout amounts/percentages are very competitive considering all that is included. Marketing and Technology state-of-the-art. Really given everything necessary to succeed...just need to be committed, and willing to do the work. Employed over 10 years with Trilogy and will continue to be committed to this firm.

    Cons

    Needs more corporate infrastructure at this point.....HR, Finance (CFO), Operations, etc.

    Advice to Management

    Those who aren't cut out to be financial advisors, or who are not willing to do the work are very quick to create excuses as to why the firm isn't "this or that". They complain vs. looking inward for ways to learn from their experience. This negative marketing undermines the integrity that Trilogy is all about. The firm needs to improve their corporate HR and hiring techniques. The best advisors we have obtained over the years came from referrals from current advisors. Maybe focus on that approach more.


  6. "Move on!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Executive
    Former Employee - Financial Executive
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

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

    Pros

    Great training and place to start if you have no experience.

    Cons

    Pays way below industry average on commissions. Once you are trained up and have experience, move on to a better firm

    Advice to Management

    Pay your advisors more

    Trilogy Financial Response

    Sep 13, 2018 – Managing Vice President

    Trilogy offers an opportunity for those looking to learn the industry and become part of a team helping work with clients. Trilogy has competitive salary for at least first three years of career with... More


  7. "Horrible place to work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    Pros

    Sometimes, can set own schedule

    Cons

    Unreasonable quotas. Expect us to book friends and relatives instead of marketing for us.

    Advice to Management

    Do a marketing program for leads for your employees. Give them leads.

  8. Helpful (1)

    "Good firm that's adjusting to the new DOL reality"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

    I worked at Trilogy Financial full-time (More than 5 years)

    Pros

    The training is comprehensive. You'll learn a lot about big picture planning.

    Cons

    The B/D has overly complicated technology and has limited advisory investment options.
    Adjusting to a world without commissions has forced the company to rethink its entire process from training to sales process. There has been and will continue to be growing pains.

    Advice to Management

    The sooner you act like the big boys, the sooner you'll be one.


  9. Helpful (2)

    "Financial Advisor Associate"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor Associate
    Current Employee - Financial Advisor Associate
    Recommends
    Positive Outlook
    No opinion of CEO

    I have been working at Trilogy Financial full-time

    Pros

    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.

    Cons

    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.


  10. "Financial Adviser"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor
    Current Employee - Financial Advisor
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Trilogy Financial full-time

    Pros

    Great environment with focus on collaboration, commitment to the work we do for our clients, and fun with our teammates.

    Cons

    Trilogy is a growing company and that involves change. Sometimes those changes could be communicated better.

    Advice to Management

    Develop clear communication around company changes and the impact it will have on all employees.


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