Legacy FA Reviews

1. Self-discipline is key. Since the role offers so much flexibility, it also requires a high level of self-discipline and time management. It’s ideal for someone who is self-motivated and goal-driven. 2. No fixed salary structure. As with most advisory roles, compensation is performance-based. While this offers unlimited earning potential, it may feel uncertain for those who prefer a stable monthly income. 3. Learning curve at the start. The first few months (at least for me) can feel overwhelming with new product knowledge and compliance processes. However, the team and training support are there if you're willing to learn and ask. 4. Weekend or evening work sometimes needed. Some client meetings may fall outside typical working hours to accommodate their schedules, but that’s part of providing great service. 5. You get what you put in. Success here really depends on personal effort. There’s freedom, but no hand-holding—so you need to take ownership of your growth.

In my opinion, these are the following: Compliance is a headache. Admin staff are poorly trained and often ask stupid questions. Management is stuck in the past and practices a churning turnover culture. They will fire you once you have exhausted your warm contacts. They will force certain products down advisors' throats and in turn expects it to be forced onto clients. When you are no longer able to generate revenue, you will be "forced" to go. Politics here is more colorful than a circus clown. CEO loves to use scare and intimidation tactics and doesn't know how to speak like a human being. Like Donald Trump says, this CEO lacked common sense. He would resort to screaming and raising his voice to get his way. Highly unprofessional human being. There is nothing much to learn besides selling. A waste of time company if you are looking for longevity. Like the late Warren Buffet says, rat poison squared. If you value your time and life and have a book of clients, you might want to consider somewhere else. This company is a one trick pony. Commission structure is also average.