Assign advisor and planner owners to contact records
Assign advisor and planner owners to contact records
Your intro meetings lack assigned advisors or planners, causing prep gaps and slow client handoffs. Assign owners automatically so advisors get context and prepare same day.
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Overview
Manual owner assignment wastes advisor prep time and introduces handoff friction. This workflow pulls allocations from your maintained sheet and writes advisor and planner ownership to the contact so advisors receive context within minutes and can prepare the same day.