The best advisors go beyond portfolio management—they become the go-to financial guide for families across generations.

Join Eric Negron, CEO of Forefront Advisor Network, for the first session of our Advisor to Advisor series, where he’ll share how broadening your risk conversations beyond market volatility—to estate planning, business succession, and life transitions—can strengthen client relationships, scale your practice, and future-proof your business.

Key Takeaways:

• The Hidden Risks Advisors Overlook – Why ignoring broader financial risks can put clients—and your business—at risk
• Scaling Without Losing the Human Touch – How to deepen relationships while growing your firm
• Becoming the Go-To Family Financial Advisor – Position yourself as the trusted advisor across generations
• From Risk to Retention – How broader risk discussions drive client loyalty and referrals
• Tactical Strategies You Can Implement Today – Practical tools and scripts to transform client conversations

This session isn’t just about insights—it’s a blueprint for growth. Whether you want to differentiate your practice, enhance the client experience, or retain assets across generations, this conversation will equip you with actionable strategies to elevate your advisory business.

Meet the speakers

Eric Negron

CEO, Forefront Advisor Network | Advisor Advocate | Financial Broadcaster

Chris Quandt

Success Enablement Manager at Nitrogen