Speaker, Entrepreneur, Financial Advisor

PATRICK BREWER

CFA, CPA

Equipping financial advisors with the knowledge and tools necessary to realize their potential.
Leader

Meet Patrick

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. 

Entrepreneur

Patrick’s Companies

SurePath Wealth

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

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

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

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

Independence Champion

Break free from the traps set by the financial services industry and build the high growth advisory protest you desire.

Check back soon to sign up for my free online workshop! 

“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
Inspirer

Patrick’s biggest goal is empowering fellow entrepreneurs and leaders to realize their potential. Here’s how he’s helped these visionaries in their own words.

Educator

VIDEO

Patrick shares his thoughts on the present and future states of the financial services industry.
Conversationalist
Patrick hosts the Model FA podcast.  Each informative and intentionally driven episode aims to provide fiduciary financial advisors content that will help them build a successful practice. His style is conversational, guided by topics and trends, while being direct.  The Model FA is for the advisor who is ready to be the Fiduciary Financial Advisor that others strive to imitate and follow.
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Thought Leader

Articles

Click the images below to check out the latest articles from Patrick Brewer.

Speaking Topics

  • The Path to a High Growth Independent Practice
  • Using Leveraged Marketing Systems to Turn Strangers into Ravings Fans
  • How Financial Advisors Can Leverage Paid Advertising to Acquire Clients
  • Becoming the Next Generation Rainmaker
  • High Payout Models – The #1 Wealth Killer for Financial Advisors 

Speaking Engagements

Communicator

Need a dynamic, timely, and topical speaker for your next event? Patrick can help.  Here’s a sampling of topics he’s covered, along with the groups who have benefitted from his presentations.

Collaborator

If you’re looking for a memorable and impactful speaker or have other ideas for collaborating with Patrick, please complete the form. We look forward to working with you.