Feb '24 (edited) • Questions
Form CRS (Automation)
Curious if anyone has a process to track or send Form CRS when opening new accounts for existing clients. How do you ensure sure the Form gets sent out timely?
Thank you.
Brenda
1
3 comments
Form CRS (Automation)
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
1
+9
2
+8
3
+2
4
🔥
+2
5
+2
Powered by