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 advisors are doing wrong from a business development perspective and Patrick ended up breaking it down in an incredible way – covering what small, medium, and large RIAs should do going forward. This one gets into the nitty gritty and he covers some tactical things you can implement tomorrow.