You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Becoming a Marketing Advocate for Financial Planners

July 03, 2018

Patrick Brewer, CFA, CPA, founder of SurePath Wealth Management and Brewer Consulting, has found his passion in helping other planners learn to market themselves. Patrick helps other planners to find their voice, connect with their ideal clients,