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.
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 financial advisor since 2011, David provides cutting-edge training, development, and accountability to growth-oriented advisors. When he’s not helping advisors grow their businesses, you can catch him developing through podcasts, audiobooks, and working out.
Graham has expertise in creating, managing, and delivering metric-driven marketing initiatives focusing on relationships to help clients foster long-term relationships through content. Graham and his family spend their free time watching sports and enjoying nature with their dog Murphy (@Murph_The_Doodle on Instagram!).
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.
Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and ins of running a growing financial services firm.
You can reach our team by emailing [email protected].
