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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

April 25th | 12:00 pm – 1:15 pm CST

As a Financial Advisor, have you ever contemplated unconventional side gigs like digging holes or driving for Uber? Imagine the scenario of one of your clients hopping into your Uber. Would it be a moment of embarrassment, or could you turn it into fuel for your journey?

For upcoming D.A.M. Live Stream Guest, on April 25th @ 12:00 CST, David DeCelle shares a remarkable story that encapsulates such moments of adversity transforming into triumphs. From being named Financial Advisor Rookie Of The Year and swiftly leading his unit from 330th to #1 in just a year, to navigating through odd jobs like digging holes and driving for Uber, and eventually becoming the President and CEO of the ModelFA, David’s journey is a testament to the power of perspective.

DeCelle Correct 16 x 9

Watch the Replays

Missed the live session? We got you covered. Watch the latest sessions here.

REPLAY:

Transitioning from the NFL to Financial Advisory: Building Your Personal Financial Residency Program

March 21st, 2024

Did athletics shape your competitive spirit during your youth? Our guest host, Padric H.B. Scott, a former NFL Pro, turned his childhood dream into reality.

Now, he’ll be talking directly to financial advisors who, like him, honed their competitive edge early on. Tune in as Padric shares insights for advisors looking to sharpen their skills and regain their winning advantage in the financial arena.

REPLAY:

Unlocking Efficiency: Proven Strategies For Advisor Success

February 22nd, 2024

Are you bogged down by the day-to-day operations of running your planning practice? Do you feel like you’re not getting results that reflect your effort? Then this livestream is for you.

Libby Greiwe is an expert in helping advisors create systems and processes to run their businesses more efficiently so they have more time and feel less stressed. We are going to be talking with her about how she learned to become an efficient advisor and the proven strategies she used to scale her practice into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved with her family.

REPLAY:

Breaking Up With Your Broker Dealer In 2024!

JANUARY 18TH, 2024

Are you tired of feeling stuck in a dead-end relationship? Is your current broker dealer more like a ball and chain than a supportive partner? Do you experience:

Endless mandatory meetings that drain your energy? Suffocating dress codes that don’t reflect your personality? Innovative ideas met with deaf ears and outdated systems? Micromanagement that stifles your potential?

If so, our next D.A.M. Live Stream is for you!

The Dream Self Equation

Dream-Self-Equation-Asset

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!

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Advisory services are offered through Forefront, a DBA of Forefront Wealth Partners, LLC. Securities are offered through Calton & Associates, Inc., member FINRA and SIPC. Forefront is not owned or controlled by Calton & Associates, Inc. Copyright © ForeFront Wealth Partners, All Rights Reserved | Designed by Apis Productions. Forefront is a registered investment adviser in the States of Texas, Washington, California, and Florida. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. | Designed by Apis Productions.

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Forefront is a registered investment adviser in the States of Alaska, California, Florida, Michigan, New Hampshire, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.