The secondary industry is a mandatory field required for every group. This information is building in the system in order to provide the advisors with custom benchmark reports.
1) To enter or modify a secondary industry, ensure you are in the proper group in the Group Search Bar or click New Group.
* If you are modifying a current Group Click Groups and then Group on the left menu, then click the pencil (edit) as seen on the screen below.
2) The Secondary Industries are added by keywords and will populate a list. Choose the appropriate secondary Industry and click Add Industry. You can add multiple secondary industries, we suggest adding 2-3 that match the company.
Keyword Example 1:
Keyword Example 2:
4) Always remember to scroll to the bottom of the page and click Save Group.