Paul Green
AUGreat product and service. -
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.
Kevin Burton
GBJonathan made my onboarding experience… Jonathan made my onboarding experience amazing and a breeze. He was very knowledgeable, professional, kind and friendly. It made me immediately feel welcomed. He made the entire process very easy and put my nerves to rest. You never know what to expect post covid... with so many companies still short staffed and struggling to find good help. He went above and beyond. Thanks again
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!
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!