Pros
- Knowledge focused culture with daily morning discussions on finance, financial markets, and books like 'Simple Wealth, Inevitable Wealth' and 'The 80/20 Money Makeover'
- Got to work across different areas like financial planning, portfolio reviews, client profiling, and content creation
- Worked closely with the founder and understood how the firm operates day to day
- Supportive seniors who are always available to guide and help
- Very process driven approach, with a focus on doing things right instead of rushing to show results
- Encourages you to think long term and build real advisory skills
Cons
- Not the place for people who want to do the bare minimum or avoid taking ownership
- If you’re looking for a typical corporate setup, this might feel different