“The teamwork from the advisors and home office folks is tremendous. It is evident that we are all working for the same company with a common goal and we are all striving to be partners and that is one of the best incentive packages there is. Very rare is someone not able to assist or assist with a smile since we are all on the same team. There seems to be no competition among ourselves like other businesses have that are not a partnership. It is great to be a part of the team. The training is also very in depth and quite a bit of it to make sure we are all on top of our clients needs and concerns,” says a Gen X employee at this financial advisory firm.

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