The advisors can now make this change on their own.
If they have option B, then when they log in, they see this below.
Of course, they must do this on the 1st and third thursday
Director of Client Services
Your prospect did not set an appointment on your first call?
I am emailing regarding Frederick Tilmon King’s account. He would like to switch to zip code specific leads; the addendum is attached.
Please use these zip codes:
Assistant to Tilmon King
Securities offered through LPL Financial Member FINRA/SIPC
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