From Patrick Brewer: Top 9 Mistakes of 2019
Summary: As we enter the last quarter of 2019, Patrick Brewer does a postmortem analysis on the biggest mistakes and lessons learned from this year. 2019 wasn’t all about mistakes. We have launched a brand new business (Model FA). We’ve supported many advisors on their path to growth. We have added amazing professionals to our […]
10.03.19 | Patrick Brewer, CFA, CPA | 0 Comments
3 Mistakes in Succession Planning for Financial Advisors
Avoid my mistakes in succession planning for financial advisors (a real-life case study and lessons learned from a failed succession plan). Imagine this. You’ve just purchased a retiring financial advisor’s firm. On your first day, you walk into the office, ready to change the world. After being introduced to the staff (who are all very […]
08.01.19 | Patrick Brewer, CFA, CPA | 0 Comments
Advisor Self-Limiting Beliefs and 3 Steps to Overcome Them
“Sow a thought, reap an action; sow an action, reap a habit; sow a habit, reap a character; sow a character, reap a destiny.” ― Stephen Covey, The 7 Habits of Highly Effective People I’ve read recently that Covey adapted this quote from Gandhi. Regardless of who said those words first, the quote holds the […]
07.30.19 | Dominique Henderson | 0 Comments