To branch teams-you’re not angry enough. If you thought service was poor and you weren’t getting the right answers before, buckle up. Starting early summer a lot of service topics are going down to one prompt, meaning the person you’re taking to has been hastily trained on a bunch of topics and probably won’t be much help. If it sounds familiar, hey guess what-it’s just like branch services only worse. You all PAY for home office-the so called leaders don’t give a sh*t about their people actually knowing and understanding the information; they just want warm bodies in the seat. Oh and they’ll be using a second contracting company as well so good luck. I feel sorry for branches who actually want to help their clients. The leaders at the top are just greedy, soul su-king drones who only care about making more money for themselves.
11 replies (most recent on top)
@qy Im old enough to remember the Training Department that worked with OPS and service.
Hilarious. Until about 20 years ago, there was a department called Branch Services (#11) that was supposed to be able to handle every operational question. This got unwieldy and they chopped it up into topics and gave people specialties with in-depth training.
@es if only all these FAs you speak of (most) didn’t work for Edward Jones. Then we wouldn’t be here complaining about anything.
@OP let me let you in on a secret. Most FAs hate home office employees and are happy about the layoffs. They think we're a bunch of incompetent slackers cutting into their profits. They're delusional enough to believe that they'll see an increase in their bottom line because of all this. They also don't have the foresight to see the long-term damage of moving everything to Mumbai.
You have to forgive them. They were the C students in college who couldn't get jobs at reputable financial firms. That's why they're at EJ, swindling elderly people into buying cr-ppy annuities and high-expense mutual funds.
Half these mooks haven't even figured out they're about to be forced to share office space with other advisors and that their BOAs are going to get sh-t-canned. Just wait until they find out about robo-advisors.
@ad commuting to a dystopian office run by dipsh!ts is a horrible way to work btw. It's 2026, remote work is what the people want and have shown can do just fine. People like you want some a-s backward 1995 office setup with a useless micromanager lurking around trying to look important.
@ac we are going to bleed client's and FA's like crazy. How doesn't anyone see this as a recipe for disaster? Our brand is toast. The foundation is sinking, termites have invaded the framing, but we think putting a new sink in the kitchen is going to make everything great again.
@ad mo--n. We can't even get green screens to go away or have bugs fixed in tasc. AI is not replacing the service teams unless of course AI=always indian and you assume the cheap labor call centers in india will keep this sinking ship afloat.
@ad AI won’t fix this. AI is just a tool.
Relax folks! AI was intended to fix all this. Just give it another month or two. Then you can whine about commuting again and find a plan B
Branch teams are not only going to have a harder time getting service from home office, they are being cut left and right as offices merge and they go from 1 boa to 1 fa —> 1 boa to 3 fa’s. The branches are really going to suffer. And speak to people offshore doing it.
We have noticed this pain point for about a year. Great (not!). More headaches! Our clients deserve better....and so does the front line! Sick of this shiza!