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• Monthly Referral Leaderboard •

Summarized Referral Report

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Select the Branch to Schedule an Appointment using our streamlined scheduling system

• Clermont
• Crystal River (Please pass along the members information Brandon Singer, Brandon@TeamFFG.com, we will promptly call the member.)
• Deltona
• Eustis
• Hunter's Creek
• Inverness
• Lady Lake
• Lake Mary
• Leesburg
• Ocala
• Orlando-Downtown
• Vista Lakes
• Wekiva
• Wildwood
• Winter Springs

Select the call-back option only if the member does not want to commit to a date and time. We will contact the member at our earliest convenience to schedule an appointment.

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Who should I refer? Ideal Referral Profile  (PDF)

What's In It for the Referrer? Referral Bonus Program  (PDF)

Who is my Advisor? Advisor Branch Assignment (PDF)

How do I schedule an Appt? Streamlined Scheduling Instructions (PDF)

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Training - Referral Quick Reference (PDF)

Training - Savers vs Investors (PDF)

Training - It's all About Relationships (PDF)

Training - Know your IRA Options (PDF)