GET STARTED TODAY!

Ambassador Program

Join our Ambassador Program

At The Advisory Group, we value the trust and confidence you place in us by referring your family, friends, coworkers and neighbors. The TAG Ambassador Program is our way of saying thank you for introducing us to the people who could benefit from our services. By sharing the gift of financial guidance, you’ll gain exclusive access to family-friendly experiences and exciting opportunities to connect with our team and other ambassadors.

Why become a TAG Ambassador?

Your referral is the greatest compliment we can receive. To show our gratitude, TAG Ambassadors enjoy fun and unique benefits throughout the year. As a valued advocate, you’ll be recognized for helping others take meaningful steps toward their financial goals.

Who should I introduce to TAG?

Know someone planning for retirement, recently retired or navigating a significant life event that impacts their finances? They could benefit from a no-pressure conversation with our team at The Advisory Group. Simply fill out our referral form to receive your personalized referral link. Share it with those in your life who are ready to secure their financial future.

How do I become a TAG Ambassador?

Becoming a TAG Ambassador is easy! When someone you refer attends their complimentary, no-obligation initial appointment with us, you’ll officially become part of our Ambassador Program. Invite guests to one of our workshops or events, or pass along one of our WOW boxes- available at our office today.

Start sharing today and join our community of TAG Ambassadors making a difference in the lives of others. Together, we can help more people achieve clarity, confidence and peace of mind in retirement planning.

Let’s Talk About Your Future

Your financial goals deserve a thoughtful approach. Whether you’re planning for retirement, growing wealth, or managing life changes, we’re here to help. Schedule a complimentary consultation and start building a strategy that aligns with your vision.

GET STARTED TODAY!

Fresh Insights, Direct to You.

Join our newsletter for insightful content and important updates—no spam, just useful information you can trust. We value your time and only deliver what matters most.

SUBSCRIBE

Check the background of your financial professional on FINRA’s BrokerCheck

Brian Nauman IA Insurance License No.266151 Bradley Nauman IA Insurance Lic No.19873794. Lucas Dengler IA Insurance License No. 19220122. Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.

The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

© 2025 All Rights Reserved.

powered by Illuminated Advisors

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from The Advisory Group.

Skip to content