FFG Advisor 360 Resource Center
Through the Advisor360° platform, configurable client dashboards can be created, enabling a simpler view into progress toward goals and increased collaboration with clients. We've curated a collection of Training Replays, Instructional Videos and Best Practice Tutorials designed to help you effectively utilize the Advisor360° platform.
Video: Opening and Statusing Accounts
Transitioning to the Account Opening Tool
Master Services
Agreement
Advisor360°
DocuSign
New Business Process from Start to Finish
Opening Direct
Accounts
Direct Advisory New Business Submission
DocuSign Cheat
Sheet
Address/Phone Number Changes
MSA-Eligible Product Lines & Registration Types
Direct Mutual Fund New Business Submission Guide
Opening MMLIS Brokerage Accounts (Non-Advisory)
Your Guide to Finding Advisor360 Resources
Advisor IDs Reference Sheet
Best Practices for Setting Up Advisor360
Advisor360 Alert Types and Descriptions
Advisor360 Alerts Reference Sheet
Advisor360 Groups User Guide
Advisor360 Mobile App Reference Guide
Practice360 Administration User Guide
Brokerage and Wealth Management Services NIGOs
New Brokerage Accounts Reference Guide
Directly Held Business NIGOs
Brandon Stinson
Practice Development Specialist
Phone: 516-860-9567
brandonstinson@financialguide.com
Brandon Stinson is a proven leader with a dedication for solving complex problems mathematically. He is an enthusiastic and fervent learner who processes new information quickly and can apply it to meet objectives with precision and confidence. He maintains a nuanced systematic perspective driven by intrinsic intellectual curiosity and refined by applied experience.