Bridget G
GBI think there could be a more succinct… I think there could be a more succinct overview - the onboarding specialist was great however it was very scripted - it felt more like reading a script and therefore answers to questions were not new information or information worded in a new way - but repeating the same script. Please note Julienne was great my suggestions is minute in that I often am a trainer - thank you!
Michael J Wilson
GBLearning about the service I'm still trying to understand the business and what it might offer me. I was disappointed that the issues that I had questions about (potential conflicts of interest, tax deductibility, and diversity) were unknown or not considered. Finally, I was not happy with the hard sell ("You have to decide this today.") when I was sincerely trying to learn and inform myself.
Justin Nwadiozor
GBAwesome company Awesome company, well detailed and organized with great features. Very thorough and down to earth. In depth insight, clear communication and great listeners as well.
Carolynne Walker
GBImpressive Platform and Service I really like the platform and how organized the service is so far. I was impressed with the level of thoughtful care given to the onboarding process. It was a bit of an investment, but believe it’s up to me to make sure the ROI works out.
Ariel
CAMaryia offered fantastic assistance to… Maryia offered fantastic assistance to come up with appropriate wording, language and strategy to help us get our message out to our advisors and achieve our objectives. Thank you so much!