When an office has multiple advisors, it can sometimes be a challenge for the support staff to remember who everyone’s clients are. The issue can become even more complex when we start to talk about commission splits. Whether it’s a mixture of junior and senior level advisors, or an individual working with their own book of business, knowing the primary advisor for the client can be helpful with task delegation.
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02:44 - Contact Details
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12:55 - Contacts A-Z
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13:05 - How do I make changes in Bulk
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14:19 - Advanced Search
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18:36 - Favorite Reports
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