4,0
19. Mai 2014
Ehemaliger Mitarbeiter, mehr als 3 Jahre
Indianapolis, IN
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CEO-Befürwortung
Geschäftsprognose
Pros
Unlike the big banks and some regional banks, there is more autonomy and investment options to provide clients. The management was knowledgeable and supportive of the financial advisor.
Kontras
As with all banks, there is an expectation that an advisor will recommend their clients to add-on other bank products and services. The push can turn off clients but 5/3 is not as guilty of this as other banks that measure this activity daily.