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…

How to handle multiple rep codes

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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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