legacy fa broker

Great place for depression patients to rehabilitate-No Vesting Rights Training here is extensive. Legacy Mergers & Acquisitions is a team of Business Transaction Advisory professionals who understand all aspects of the sales and acquisitions process. -Directors are non-practitioners and mostly sit in office to "Teach" their agents. -Minimal to Nil career growth opportunity. My advice to agents in the company: Learn as much as you can while at LFA and leave when you have mastered the basics. They expected their managers and directors to give them everything, even pay for their personal bills and debts.We had doorknocking groups and there were leaders guiding us and meeting us at the hdb blocks, showing us on the spot how it’s done. -Company employs the visually handicapped to do cold calls -Company provides good training for new agents starting out in their career. -Prospecting methods are seriously very limited, Cold Call 24/7 and a pathetic Expensive 3Days Roadshow which only happen every quarter. Most insurance agents have no idea on property calculations and estate planning.

You learn about property financing, investments, insurance and estate planning. -Directors are Bias in recruiting as they looking for capable people who can bring the company revenue.

How long will your "Dont give up spirit" last before you drown? Read employee reviews and ratings on Glassdoor to decide if Legacy FA is right for you.Copyright © 2008–2020, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc.Current Employee - Financial Advisor Representative-Call centre is free to use, office staff and IT personnel are effecient at their job. When a director has issues with an agent, he ensures that the entire team and the entire company bands together to hate the agent. -Directors are not active MDRT members but have high income, fed by the CEO in exchange for loyalty. Environment is great because advisors are guided very well, but those without any learning attitude struggle.

The people who struggle barely even work, they work like 2 hours a day and expect to make money. I have been working at Legacy FA full-time for more than a year. Insurance products and services are offered through Legacy Financial Advisors, Inc. Legacy Financial Advisors, Inc. and David Tidwell are not affiliated with or endorsed by the Social Security Administration or any government agency. -According to office staff, they have been instructed by the CEO to write many fake reviews on glassdoor over the years to boost the ratings of the company. -Company profits from agents via roadshows, charging each agent $400 per day for roadshows at Expo and $160-$220 per day for roadshows at shopping malls. -Company gaining all the residual income from all the orphan cases into their own pockets and does not even invest in new agents nor the company. Rampant gossiping and backbiting happens. Income has been great. The CEO is a completely down-to-earth and approachable person. This content is for informational purposes only and should not be used to make any financial decisions. 5 were here. After almost 5 years as a independent FA, the company has less than 90 agents. I have many friends working with other FAs/Agencies, but the level of expertise is worlds apart. nice place and environment to work at.Politics, gimmick, always into polictics than focusing on sales.We’re sorry that you had a bad experience and thank you for your feedback.

Imagine you are learning to swim, your instructor dont know the basic fundamentals, but still very patient and kind towards you. Directors have to be nice and friendly to the agents, however they themselves are not practitioners and thus they can only teach base on their own experiences from the past. Together with our partners we bring you a wide range of financial services and products...When your income and hence your responsibility towards your family is affected due to a catastrophic life event, we help you ensure that there is financial stability & peace of mind...Unexpected events such as theft, fire and liability can severely dent a business. Thx for taking care and showing me how to do sales and progress amongst your busy time handling 20 over of us, great person, hope to work with you again.Doorknocking groups were stopped and therefore went into cold calling and didn’t felt as effective so left.Friendly Directors I've been at the company for 2 years. Your trust is our top concern, so companies can't alter or remove reviews.I worked at Legacy FA full-time for more than a yearI have been working at Legacy FA full-time for more than a yearI worked at Legacy FA full-time for more than a yearI worked at Legacy FA full-time for more than a yearI worked at Legacy FA full-time for more than 3 yearsI worked at Legacy FA full-time for more than a yearI worked at Legacy FA full-time for more than a yearI worked at Legacy FA full-time for less than a year Your response will be removed from the review – this cannot be undone.This will replace the current featured review for targeted profile. In hoping that being nice and friendly can retain their agents. -New Agents are left to Starve 4-12 months without an income(And I mean $0), proper guidance and platform to get clients, before they leave the company for good. Legacy One is an independent financial advisor.

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