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My client has a partner. How do I create a joint recommendation?
On the first screen, when creating a scenario, you are presented with 3 tiles to select Client, Partner or Joint advice. Select the joint tile to create a combined recommendation.
📌Note
The primary Client is always dominant in AdviserLogic. This means that in a Joint advice scenario, you will often have to complete the primary client's advice before moving to the partners. This is particularly true for insurance advice.