With B/D changes, please get the ALP/FMG package they would like as they will be losing the MyCMO/MySite special pricing. Then, process the B/D change as normal but notate what package they chose. If they are not sure, please see Terence/Bryce to ultimately contact Richard DeTeresa so a sales rep can reach out to the client.
This is a re-branding of our product FMG messenger.
If they would like to upgrade, then they can talk with sales.
For the first 3 months, MyCMO Pro is free. Free Trial starts September 1st.
They are being charged individually no commission deduct. We are charging the advisors' credit cards.
All existing Advisor Group advisors will be migrated to MyCMO and get the same pricing. Price audit might be holding up a few people.
They have a marketing team that will be working with us to support MyCMO.
Quick Tips is their training.
If needed, please warm transfer to the Advisor Marketing Team at 855-261-3176. Do not share this number with advisors.
