Update client form options from your adviser roster

Your public client forms list outdated advisers, causing wrong selections and intake delays. Keep option lists current so coordinators and brokers have accurate choices before outreach.

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Overview

Manual form edits slow intake and risk misrouted client selections; a daily roster refresh eliminates that churn. This flow turns your staff table into up-to-date form options so coordinators and brokers see accurate names ahead of outreach.