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The Advisor Lab

Oct 26, 2020

In this episode, we sat down with Patrick Brewer. Patrick is the founder and CEO of SurePath Wealth, an RIA down in Austin. He’s also the founder of Model FA – a consulting company that helps RIAs on the marketing, business development, and practice management side of things. I really wanted to dive into what...


Oct 12, 2020

In this episode, we sat down with Scott Brown. Scott runs Keiron Partners, a $1B practice in Orlando, he’s also an author and podcast host. This is truly one of the more inspiring conversations we’ve had on the podcast. After a packed day, we recorded it after hours, and Scott did not disappoint. We dive into how...