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SPECTRUM WEALTH COUNSEL, LLC FORM CRS, CUSTOMER RELATIONSHIP SUMMARY THIS FORM WAS LAST UPDATED: OCTOBER 14, 2022IntroductionOur firm, Spectrum Wealth Counsel, LLC, doing business as Spectrum Wealth
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Identify the different levels of client relationships on the spectrum
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Client relationship - spectrum refers to a detailed categorization and analysis of various types of client relationships that a business maintains. It helps in understanding the dynamics and impact of customer interactions on business outcomes.
Typically, businesses that engage in client-facing activities and are regulated by financial authorities or similar entities are required to file a client relationship - spectrum.
To fill out the client relationship - spectrum, a business should gather all relevant client data, categorize it according to specified criteria, and accurately input this information into the designated reporting format or system.
The purpose of client relationship - spectrum is to facilitate better understanding and management of client interactions, enhance customer service, and ensure compliance with regulatory requirements.
The information that must be reported includes client demographics, types of services provided, nature of interactions, and any relevant compliance data.
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