Speaker, Entrepreneur, Financial Advisor
Patrick Brewer, CFA, CPA is the founder and CEO of SurePath Wealth Management, a financial advisor practice with seven offices across the country. He is also the founder of the Model FA family of companies, a complete supported coaching, investment and insurance platform dedicated to financial advisor success. Most recently, Patrick founded a nation-wide non-profit dedicated to educating people about retirement. Across all of his endeavors, Patrick is passionate about helping advisors, and those they serve, realize their potential and find financial freedom.
SurePath Wealth is a selective, progressive and rapidly growing wealth management firm with seven offices across the United States. Our growth oriented advisers want to focus on serving clients on their own terms. Our custom built digital platform and a team of in-house marketing, practice management, financial planning, and investment experts are here to handle the rest. www.surepathwealth.com
Model FA is committed to helping financial advisors develop their business and gain visibility through trusted growth and marketing strategies. Model FA is also home to the Model FA Accelerator, our proven coaching platform. www.modelfa.com
Model FMO is a proactive insurance marketing partner for growth-oriented advisors. We help our advisors cut client acquisition costs by providing free business growth solutions.
Chief Growth Officers
Chief Growth Officers at Model FA helps the nation’s largest RIAs solve complicated growth challenges. We will dive deep into businesses, re-align teams, deploy effective business development systems, and back it all with a comprehensive marketing plan. The result is organic growth, accelerated.
Model Folios is an investment platform built for entrepreneurial advisors. We combine everything an advisor would expect from a modern TAMP (robust investment models, tax-efficient rebalancing, automated trading, comprehensive reporting, seamless dashboards, etc.) — and augment it with tactical, practical marketing solutions that power advisor growth.
America’s Retirement Forum
America’s Retirement Forum is a national non-profit that was founded to give every family in America access to financial education and strategies that used to only be available to the wealthy. We believe that peaceful retirements don’t happen by chance. They get crafted through discipline and education. americasretirementforum.org
Break free from the traps set by the financial services industry and build the high growth advisory protest you desire.
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“Where do I begin? If you’re looking for a speaker who’s going to educate, connect and move your audience, I would highly recommend Patrick Brewer. I appreciate how he explained the information in a detailed yet simple manner. We are thankful for his expert marketing knowledge and for Patrick taking the time to share it.”Kevin TiernanRegional Director, Dimensional Fund Advisors
Patrick is super professional, collaborative, efficient, and an absolute pleasure to work with. He not only gets tech/marketing but also the bigger picture around society, behavior and business. I would recommend his talk to any financial services firm looking to grow their business.Joe CowlingManaging Director, RIghtCapital
Working with Patrick was an excellent experience, and he definitely pushed our executives thinking forward. Not only did he outline major marketing and societal trends affecting financial advisors, he did so in a way that was engaging and personal.Sameer Somal, CFACo-Founder Blue Ocean Global Technologies
Patrick seamlessly combined the technical and data-driven aspects of marketing with the human element that’s so important in the financial advisory business.David NewsonDirector of Experience & Growth, BOS Invest