Jim H.’s Reviews of AdvisoryCloud & more

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Financial Advisory

“Paid but no real opportunity…Strong sales pitch”

12/3/23

I wound up paying for 9 months on a quarterly basis and had to fight to get that subscription ended…I was up on three 'recommeded' boards and was only asked one question during that time, and that was on a trivial 'which do you prefer' question… I was led to believe this was a path to be able to join the BoD - but this is not that. I do not recommend this. Networking still remains my primary approach to identifying and deciding to join and be on a BoD.