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Andy Clark

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  1. 175 votes
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    Andy Clark commented  · 

    Please understand that a "Trusted Contact" or record that the client declined to list a trusted contact is now a FINRA requirement. It may not seem like a big deal to a CRM developer but just wanted to point out the regulatory side of this issue.

  2. 910 votes
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    Andy Clark supported this idea  · 
  3. 735 votes
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    Andy Clark supported this idea  · 
  4. 58 votes
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    Andy Clark supported this idea  · 

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