After growing tired of the status quo, our founder, Patrick Brewer, set out to transform the financial service industry. From the beginning we have believed that advisor-client relationships are at the core of financial advising. We carry that same mentality into the partnerships we build with our advisors.
Today we are the premiere source for financial advisor-centric influencer marketing, practice management tools, and performance coaching. You won’t find cookie cutter solutions here, but instead a refreshing take on an industry that desperately needs revolution.
We pride ourselves on unique, targeted approaches and techniques that actually work. Whether you are ready to launch a podcast or video marketing, need help establishing or reimagining your brand and website, or are looking for some strategic guidance to better yourself and your business, we can help.
Model FA empowers advisors to deliver advice on their own terms — and to spend more time doing what matters most.
The Model FA is a podcast for fiduciary financial advisors who are looking for ideas to help them build successful practices. Our guests are experts from technical financial planning to the cutting edge of voice marketing and brand development. Join us for practical advice and tactics that you can put to work immediately.
Our team members have decades of experience in the financial industry. They know what works and what doesn’t. Together, they’ve helped over 300 advisors find theur unique value proposition, get in front of ideal prospects, and deploy effective practice growth strategies.
Raised in a middle-class household, David knew at an early age that he wanted to re-define success for his generation of the family. Making money was a big motivation — but knowing how to put money to work was his main goal. That’s why he chose to become a financial advisor. And he’s never looked back. He’s a compulsive learner, the guy who cares the most, and one of the hardest workers you will ever meet. He loves nothing more than acquiring layers of life-enhancing knowledge – from social media strategies to self-actualization – and sharing it to help others grow and succeed. His most treasured moment is watching a financial advisor fall in love with the business again.
He is equally committed to his own mind and body fitness — and to intentionally spending quality time with family and friends.
A serial entrepreneur, Patrick is the Chief Strategy Officer of WealthSource and founder of the Model FA. Patrick is passionate about helping advisors tap into their strengths, overcome growth challenges, and reach their highest potential. In his free time, you will find Patrick traveling internationally, exploring new cultures, staying active, or boating on Lake Austin.
A self described nerd, Graham has expertise in creating, managing, and delivering metric-driven marketing initiatives focused on helping clients foster meaningful conversations with prospects and clients. Graham and his family spend their free time watching sports and enjoying nature.
Building a successful financial advisory practice requires you to learn new skills, tackle difficult challenges, and quickly respond to the changes in the industry. Model FA is here to help.
Click below to find tactical, practical solutions for your current challenges for whatever stage you are in your advisory career.
Maybe you’re asking yourself…
Should I pick a niche, or be a generalist?
How do I consistently add new clients to my practice?
How do I create a marketing strategy that works?
How do I create a brand that resonates with my ideal client?
Please use this form to reach our team at Model FA. You can help route your inquiry faster by noting your “Reason For Contact” in the submission form.
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You can reach our team by emailing [email protected].
