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This Customer Relationship Summary provides information about Spire Wealth Management, LLC, a registered Investment Adviser, including details about investment advisory services offered, types of fees charged, conflicts of interest, and important information for retail investors to consider before engaging with the firm\'s services.

How to fill out customer relationship summary

How to fill out customer relationship summary

1. Gather customer information: Collect personal details such as name, contact information, and demographics.
2. Record customer interactions: Document every interaction the customer has with your business, including emails, phone calls, and in-person meetings.
3. Identify customer needs: Analyze the information gathered to understand the customer's needs, preferences, and pain points.
4. Establish customer history: Create a timeline of the customer's relationship with your company, noting key milestones and actions taken.
5. Outline future steps: Document next steps or follow-up actions needed to improve the customer relationship.
6. Review and update regularly: Regularly review the summary to ensure it reflects the most current understanding of the customer.

Who needs customer relationship summary?

1. Customer service teams to better understand and assist customers.
2. Sales teams to tailor their approach and offerings to individual customers.
3. Marketing teams to create targeted campaigns based on customer preferences.
4. Management for oversight of customer relationships and strategic planning.
5. Product development teams to gather insights on customer feedback and needs.

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What is customer relationship summary?

The Customer Relationship Summary (CRS) is a document that provides essential information about a financial advisor's services, fees, and conflicts of interest to help clients make informed decisions.

Who is required to file customer relationship summary?

Registered investment advisors and broker-dealers are required to file the Customer Relationship Summary.

How to fill out customer relationship summary?

To fill out the Customer Relationship Summary, firms should accurately describe their services, fees, and any potential conflicts of interest, ensuring clarity and transparency for clients.

What is the purpose of customer relationship summary?

The purpose of the Customer Relationship Summary is to enhance transparency in client relationships and to ensure that clients understand the nature of the services provided and any associated risks.

What information must be reported on customer relationship summary?

The information that must be reported on the Customer Relationship Summary includes the types of services offered, fees and costs, conflicts of interest, disciplinary history, and a link to a complete Form ADV (for investment advisors).