Business Development - Vice President Business Development Investment Professionals Employee Review

The people really make all the difference. I think it's safe to say that you spend more time with the people you work with then your own family and I'm proud to say I truly enjoying working with my co-workers. Everyone here helps each other out (especially in times of high volume workloads) and everyone works extremely hard, inspiring myself to do the same. There is opportunity for growth if you have the dedication and drive needed to excel and show the executive team what you can offer them and how you can add value and plug in.

Wish there were more vacation days.

As an adviser, you can see how Management listened to the reps in the field to make their job easier! the new Technology Package, Products, National Conference venue, Satisfaction Surveys, Training, ease of On Boarding and Conversions have all been greatly improved to help the adviser transition to IPI. The most important aspect of IPI is their "family" "Good-To-Great" mentality and values. You are not a number or just another producing rep., and now they have a new business model that has Regional Directors in the field. You get much more direction, coaching and reporting for the banks and advisers than before. THEY LISTEN AND CHANGE for the better based upon our feedback!

Small firm but sound financially and professionally. Wouldn't think about going to a large broker/dealer.