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I am a Qualified Supervisor in a WFA branch and one of my FAs who just completed the New Advisor Development Program recently went on a business trip to visit a client. He is trying to expense this has some questions:
1. How much does the NADP give new FAs? Is there a place to view the activity?
2. He booked a train to DC to visit two clients for an opportunity. I keep receiving the below error. Can someone please help me? Is the policy field incorrect? It says you are not eligible for one or more budget programs........