Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months
Behind The Advisor · Behind The Advisor
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Show Notes
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