D.A.M. the Status Quo!
The David Advisor Movement (D.A.M.) is at the core of the Forefront Advisor Network. Our community of financial advisors is out to fight the giants around us in order to succeed on our own terms.
David Stayed True to Himself –
We Think You Should Too
We don’t fight the way giants fight. Our community is scrappy and resourceful and out to empower their clients. In an industry motivated by money, David Advisors are motivated by the relationships we cultivate. By equipping advisors with the right skill sets, we enable them to compete more effectively and achieve success on their own terms.
Join Us Live
May 22nd, 2025 | 12:00 pm – 1:15 pm CST
It’s Time to Rethink Growth: Why Advisors Have Turned to Referral-Based Scaling
In a profession obsessed with prospecting tactics and marketing funnels, it’s easy for financial advisors to feel stuck. You’re told to post more, sell harder, and automate everything—but what if the real growth you’re looking for isn’t about doing more? What if it’s about doing things differently?
That’s what this next D.A.M. Livestream is all about.
Join us on Wednesday, May 22 at 12:00 PM CST for a conversation that’s redefining how modern financial advisors scale their business—with trusted referrals, intentional relationships, and a reputation that attracts ideal clients.
Watch the Replays
Missed the live session? We got you covered. Watch the latest sessions here.
REPLAY:
Scale Without Burnout: Master the Art of Introductions and Relationship-Driven Growth
MAY 22ND, 2025
In a profession obsessed with prospecting tactics and marketing funnels, it’s easy for financial advisors to feel stuck. You’re told to post more, sell harder, and automate everything—but what if the real growth you’re looking for isn’t about doing more? What if it’s about doing things differently?
That’s what this next D.A.M. Livestream is all about. Catch the full replay below:
REPLAY:
Business Networking That Actually Works: Build Relationships That Build Your Business
Apr 24TH, 2025
What if your next five clients aren’t from a lead list—but from a single, well-timed introduction?
Most financial advisors are told to prospect harder, cold call more, or rely on outdated referral tactics. But in 2025, the advisors who win are the ones who build intentional, meaningful relationships—with clients and with powerful centers of influence (COIs).
That’s exactly what this D.A.M. Livestream is about.
REPLAY:
The Advisor Growth Formula
March 27th, 2025
Grow Smarter: How Advisors Can Scale, Specialize, and Build Long-Term Client Loyalty
The financial advisory landscape is evolving, and advisors who focus on deep client relationships, specialization, and strategic growth will thrive. Are you ready to scale your practice, differentiate your services, and retain clients for generations?
Join us for an exclusive D.A.M. Livestream featuring Eric Negron and Adam Holt as they share the key strategies elite advisors use to expand their impact while maintaining strong, lasting client relationships.
The Dream Self Equation
D.A.M. is Dedicated to Your Growth
Your Dream Self has the Financial Advisory practice you’ve been wishing for. The David Advisor Movement is one of many expertly crafted resources to support the Forefront Advisor Network Members on their journeys.
Join the Movement!
Are you a David Advisor? Join the Forefront Advisor Network and bring your full self to your financial practice. The community has your back!
