Guests: Patrick Brewer, CFA, CPA is the President & CMO at WealthSource, a full service national independent registered investment advisory firm. Prior to that, he was the founder and CEO of SurePath Wealth Management, a financial advisor practice with seven offices across the country. SurePath was acquired by WealthSource Partners in early 2021. He’s also the founder of Model FA, which supports financial advisors as they grow sustainable businesses, increase their visibility, and change their clients’ lives.

Stephanie Bogan has had a long career in financial consulting, including founding her own consulting firm at the age of 24 and selling it 12 years later in a seven-figure deal to a Fortune 200 company, and a stint at United Capital as SVP of Training and Client Experience. Today she runs Limitless Advisor, which is a program for advisors and founders to create bigger, better futures.

Insight: Financial advisors have never had more marketing tools at their disposal, more options for how their businesses can operate, or more access to prospects who value real human-to-human guidance. Your use of these mechanisms has to be connected to a clear, overriding strategy that will break down trust barriers between you and your niche, demonstrate your value proposition, and help your business grow.

Jim Crider, CFP® and CEO of Intentional Living FP discusses how his desire to guide people through the personal stress that money can create led him to a career in financial services and, ultimately, founding his own firm.