Sales Pitch doesn't match Reality
Advisor (Former Employee) – Southern CA – November 2, 2017
I witnessed poor management in several locations. Company states it provides clients with a "good life for the rest of their lives" but doesn't provide that for their advisors or their own staff. Overall, well intentioned but disconnected leaders. Poor communication, vision, and implementation. Many talented people fail at this agency for lack of inconsistent and ineffective support. A genuine shame.