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Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer

Author
Behind The Advisor
Published
Wed 13 Dec 2017
Episode Link
https://www.xyplanningnetwork.com/130

What does it take to start and grow a successful financial planning firm? Today’s guest is here to share how he managed to do just that. Patrick Brewer is the founder of SurePath Wealth Management, a fee-only financial planning firm based in Austin, Texas that grew from $0 to over $250,000 in annual revenue in just 13 months. In this episode, Patrick discusses what led to him launching his own firm, the lessons he learned along the way, and more. 

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/130

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