Revolution Financial Management: Detailed Review [2024]

Revolution Financial Management

In the world of financial services, Revolution Financial Management, a marketing organization based in Agoura Hills, California, has garnered both praise and criticism. As with any company, its reputation is shaped by the varied experiences of its employees. To offer a comprehensive view, we’ve analyzed reviews from current and former associates, providing insights into their perspectives on the company.

Revolution Financial Management Overview:

CEOJaime Villalovos
IndustryFinancial Services
HeadquartersAgoura Hills, California
Company Size11 to 50 employees
Website[Revolution Financial Management website]

Year-by-Year Review Ratings:

YearAverage Rating

2019: The company received an average rating of 4.50 out of 5, indicating a generally positive experience among employees.

2020: The rating dropped slightly to 3.67, reflecting a more mixed sentiment.

2021: The year 2021 saw a significant improvement, with an average rating of 5.00, suggesting a more positive outlook among employees.

2022: Employees continued to express satisfaction, with a sustained average rating of 5.00.

2023: The rating for 2023, however, dropped to 3.67, indicating a return to mixed reviews.

A Closer Look at Employee Reviews:

  1. Associate Advisor (Former Employee, more than 1 year, Irvine, CA, June 29, 2023):
    • Pros: Rewards for hard work, with the caveat that effort is required for success.
    • Cons: Rejection, akin to any sales job, requires a tough mindset.
  2. Marketing Associate (Former Employee, more than 1 year, Torrance, CA, June 29, 2023):
    • Pros: Positive work culture and mentorship opportunities, ideal for those seeking experience.
    • Cons: Financial concerns and upfront expenses for seminars and investment.
  3. Trainee (Former Contractor, less than 1 year, Thousand Oaks, CA, August 1, 2023):
    • Pros: Praised the people, culture, and training.
    • Cons: Acknowledged that the industry might not be suitable for everyone, especially younger individuals.
  4. I Was Recruited (Former Contractor, May 2, 2023):
    • Pros: None mentioned, but the review labeled the company as an MLM (multi-level marketing) and raised red flags.
  5. Associate Advisor (Current Employee, less than 1 year, Westlake Village, CA, June 15, 2023):
    • Pros: Suggested the possibility of making money by selling insurance to friends and family.
    • Cons: Criticized the business as unethical, described it as an MLM and highlighted a lack of finance degree requirements.
  6. Associate (Current Employee, August 29, 2023):
    • Praised the company and indicated some employees’ concerns about struggling families.
  7. Financial Professional (Current Employee, August 8, 2023):
    • Highlighted the ability to control income and grow within the company.
  8. Financial Advisor (May 5, 2023):
    • Described bait-and-switch tactics used by the company, with disappointment over the true nature of the work.
  9. Financial Producer (July 1, 2022):
    • Praised the company for the income opportunities and the ability to work remotely.
  10. Financial Professional (February 26, 2021):
    • Highlighted the company’s strong values and integrity, as well as the opportunity to build a successful financial advisory business.

Overview of Employee Sentiments:

  • Employee sentiments towards Revolution Financial Management vary widely, from highly positive to extremely critical.
  • While some praise the company’s culture, mentorship, and financial opportunities, others express concerns about the nature of the business, especially its resemblance to multi-level marketing (MLM) practices.
  • Success in this field appears to depend on one’s dedication, willingness to put in effort, and adaptability to a sales-driven environment.

Read More:

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In summary, Revolution Financial Management is a company with a diverse range of employee experiences. As the reviews indicate, it can be a rewarding opportunity for those willing to put in the work, but it may not be suitable for everyone due to its unique business model and challenges associated with financial services and sales. It’s essential for potential employees to thoroughly research and consider their goals and values before committing to a role with the company.

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