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How to handle multiple rep codes
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.

Oct 31, 2019 11:00 AM in Pacific Time (US and Canada)

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