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Capstone Partners Financial and Insurance Services

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Capstone Partners Financial and Insurance Services Reviews

3.8

63% would recommend to a friend

(51 total reviews)
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Andrew L. Moore

73% approve of CEO

73% positive business outlook

Capstone Partners Financial and Insurance Services has an employee rating of 3.8 out of 5 stars, based on 51 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Capstone Partners Financial and Insurance Services employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

Reviews by job title

51 reviews
1.0
18 Jul 2019
Recommend
CEO approval
Business outlook

Pros

There are no pros at this place

Cons

All the 5 star reviews written on this site are written by the management team at the office trying to get you in the door. Once you’re in the door they tell you to call all your friends and write their business that will help you to build your book. If you feel like being humiliated and talk down to this place is where you want to be they pull you a room for meetings and trainings and act like they’re training you. What they are really doing is busting your balls if your not hitting numbers and if you are they still bust your balls. Avoid this place.

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Capstone Partners Financial and Insurance Services Response
5y
I think you will find that the only 3 negative reviews all happened in 2 days and we suspect by the same person. Look at the reviews and you will find that all 5 star reviews were not written by management. The reality is that this is a hard business to start. That's why we have a selection process in place so that we can do our best to make sure we do not put people in a position they should not be in to begin with. It's a shame when we let someone go they blame the firm and don't take personal responsibility themselves. We have a proven system that has made us the #1 agency in Mass Mutual( fortune 100 company), in new agent success and new agent growth years 2-4 four years in a row. Ask for the proof, we will be more than happy to show you. As a leadership team we are committed to delivering our best and holding you accountable to staying the course. That's what a good coach does. Talk with us. See for yourself.
1.0
19 Jun 2019
Recommend
CEO approval
Business outlook

Pros

Holistic financial planning, hard business but rewarding

Cons

Management paints a great picture and makes it seem that their life is attainable. You have to attend 2-3 trainings every week for months. You have to split commissions with a senior advisor and they end up taking the client in the end. They do not teach you how to get new clients. Basically they make you hit up all of your friends and family. They also embellish the amount of money that first year or any advisor is making to make it seem like everyone is making money when actually no one is. Heavy insurance focus. You must be ready to sell insurance as all of your goals are only for insurance. Lastly make sure you save all of the money that they give you in advance because they will come after you for it if you quit!

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Capstone Partners Financial and Insurance Services Response
5y
I think you will find that the only 3 negative reviews all happened in 2 days and we suspect by the same person. Just look at the wording of the titles. It's amazing that Glassdoor would allow someone to make false statements without any evidence to back it up. Ask to see what kind of money our agents are making, we can show you. We have a proven system that has made us the #1 agency in Mass Mutual( fortune 100 company), in new agent success and new agent growth years 2-4 four years in a row. Ask for the proof, we will be more than happy to show you. I think that is proof enough that we show people how to grow their practice, that includes prospecting for new clients. A strength of our development program is that we do pair you up with our best advisors. They are able to open and close much more business than someone starting this career on their own. You are splitting the commissions with the senior advisor but the client belongs to the agent who brings the relationship to the table. If you are teaming with a senior advisor then that senior advisor would be giving you their clients to call on and splitting the commissions with you as well. There are many industry studies that show a new agent will always be more successful when paired with a senior advisor vs on their own, even after splits. Lastly, the money that we would ask an agent to pay back is money that was advanced to them and they did not keep up their end of the agreement. Advancing money outside our normal compensation structure is not done often but it can be option. I don't know of any company that would give an advancement of monies and not ask for it back if that individual did not make good on the agreement.
1.0
19 Jun 2019
Recommend
CEO approval
Business outlook

Pros

Great place to earn a living with your OWN clients.

Cons

Beware of the multiple fake reviews on this website that have been written by management. Call around to other General Agents in the business and ask about Andrew Moore's team and reputation. Their turnover rate is high, and their platform is built on feeding new advisor's clients to their few senior advisors so that they keep your clients once you leave (much like a pyramid scheme). If they offer you any compensation starting out, then make sure you read the terms of agreement in full, because they will come after you and make you pay them back for every penny. Ask around to former employees of Capstone who have worked for Andrew Moore, Van Hess, Joy Avadesian, etc. Ask around, and do your homework. This is one of the few jobs that will actually cost you money if you sell their product.

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Capstone Partners Financial and Insurance Services Response
5y
The only fake reviews on on this site are the ones written by the one person who wrote the only 3 negative reviews we have. This person is saying the same things they said on the other reviews they wrote. You can read the responses of the other two. If you are exploring the opportunity to join our firm. Feel free to ask for proof of our accomplishments, our agent's production, our training. Ask to speak to agents on Van's or Joy's team. They will tell you the impact they have made in their practice. Van has consistently ranked in the top 3 in the country of all Managing Directors, Joy is now a General Agent running our Denver agency and a great example of how an ambitious woman can be successful in this industry. We have not been the #1 agency in Mass Mutual for 4 years in row now by not delivering on our promises to our agents, staff and the communities we serve.
Viewing 1 - 3 of 51 Reviews

Glassdoor has 63 Capstone Partners Financial and Insurance Services reviews submitted anonymously by Capstone Partners Financial and Insurance Services employees. Read employee reviews and ratings on Glassdoor to decide if Capstone Partners Financial and Insurance Services is right for you.