AXA/Equitable is Who We Thought They Were
June 21, 2022
Following a close defeat to the favored Chicago Bears in 2006, then Arizona Cardinals head coach Dennis Green famously said of his opponent: “They are what we thought they were.”
After interviewing a former vice president of business development for the financial firm AXA/Equitable, the late football coach's lament perfectly captures our opinion of this financial firm. They are exactly who we thought (and feared) they were. They will change only when forced to change. Below are key topics covered in our two-part interview with Mike Burke (part 1; part 2). Links to related podcasts can be found at bottom of page.
Key Topics Covered
- Company culture
- Who firm hires
- How firm trains
- Markets firm dominates
- Markets where firm struggles
- Firm’s opinion of 403bwise
- Guess at where company will be in 10 years
Stay wise and well (School Buisness Officials: force AXA/Equitable to change by going single vendor via a fiduciary-based RFP process).
Related Podcast: AXA/Equitable Bermuda Triangle
Bad AXA/Equitable things come in threes. Listen Now »
Related Podcast: 50 Million More Reasons to Hate AXA/Equitable
Firm has some explaining to do with the SEC. Listen Now »