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........
Perhaps you can shed some light on this.
Thanks,
"O"
Orlando Basile
