Do nothing and get paid - Operations bei Axtella: Mitarbeiterbewertung

2.0
1. Juli 2014
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CEO-Befürwortung
Geschäftsprognose

Pros

Great stepping stone before you find a real job As long as you don't constantly mouth off to the advisors, come in drunk, and/or act like total fool, you can pretty much pull an office space and do just enough to not get fired. GYM- by far the best, having a gym at work.

Kontras

Paid time off is used for sick days. No growth and no real room for moving upward Management adheres to the same policy as the regular employees, do just enough to not get fired.

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5.0
31. Jan. 2022
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CEO-Befürwortung
Geschäftsprognose

Pros

Payout is very good for the industry I believe. They have a case planning department that will help with case design as part of your affiliation.

Kontras

As with many larger BD, RIA, compliance can rule the roost however that is the nature of the game. I am not a "corporate" type at all but I do believe they try their best and provide a family like atmosphere.

4.0
8. Aug. 2023
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CEO-Befürwortung
Geschäftsprognose

Pros

Payout grid higher than most - $75000 in investment and planning production starts at a 85% payout. No "Manager" - You run your business as you wish. There are not sales quotas. Continued Education - They really do want the advisors to move toward the advisor, Fee for Planning side of the business. They are many opportunities to learn more about the industry and improve your business. Wealth Planning Group - SPC has built a wealth planning group that is part of our affiliation fee. Call, email, or create a Zendesk ticket with all the different questions about planning.

Kontras

Slow on the tech rollout. We are still waiting for Docusign paperwork for many areas such as fee for planning. Starting to nickel and dime us. The monthly affiliation fee is fine and includes a good amount of resources, however, they are starting to make us pay for more software such as AdvicePay (it is positive we have advice pay).

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