ATTRACT IDEAL CLIENTS
Leverage cutting- edge marketing and business development strategies
BUILD POWERFUL ALLIANCES
Develop profitable strategic partnerships with professionals who share your audience
STREAMLINE AND SCALE YOUR PRACTICE
Deploy smart systems and grow your practice to any size you want
LOVE YOUR LIFE
Align your talents to make a difference for your clients and your family
DEVELOP THE MINDSET, HABITS, AND STRATEGIES OF THE FASTEST GROWING ADVISORS IN THE COUNTRY
WITH THE MODEL FA ACCELERATOR, YOU’LL GET:
“A good team that is well-equipped to help you effectively market your services in today's environment, gain scale and efficiency within your operations and provide a more robust and repeatable client experience. Their ongoing coaching has been extremely insightful and timely for our organization.”Tyler Bartlett, ChFC®, CFP®, Merriman Advisors
“Anyone in the Financial Planning industry looking for client facing content, information and coaching to help better serve your existing clients and grow your practice, I would highly recommend Model FA.”- Ryan O’Connor, CFPⓇ, Northwestern Mutual
“Top notch coaching and very forward thinking as far as the financial planning industry goes. Highly recommend the Model FA!”- Landon Troyer, WealthPlan Partners Insurance Associates
“Tremendous coaching and motivation from the entire Model FA team, top to bottom. Highly recommended.”- Neil Dinndorf, CFPⓇ, EnRich Financial Partners
“Income and production in my business quickly increased by close to 50% after starting to work with my coach at Model FA!”- Shane Waller, CLUⓇ, Northwestern Mutual
“No need to reinvent the wheel. Using Model FA allowed me to see what a forward-thinking and efficient practice looks like and gave me coaching to implement the ideas to fit my business. Our team has become lean and mean using this program. Highly recommend!”JT Belnap, Treasure Valley Financial Planning
Strategically advance and expedite trust with clients and prospects
Intelligent automation and field-tested tactics that work
Scale and streamline your practice from the inside
Discover your primary personality profile — so that you can maximize your productivity and tap into your strengths.
Rainmakers are experts at generating new business. They build trust quickly and are masterful at moving prospects through the sales process. Rainmakers should be focused on closing important deals for the company and training the next generation of advisors.
Connectors are natural business developers. They are universally well-liked and appreciate the opportunity to interact with new people and build relationships. Connectors should spend most of their time on the front lines, foraging for prospects and bringing them back to the team.
Guardians are quintessential financial planners and relationship managers. Guardians feel and perform at their best when they are allowed to focus on client service and getting things done.They are excellent at logistics, project management, priority setting, and execution.
Architects are master builders. They help your business scale by designing workflows, implementing processes, integrating technology, and creating financial plans. They are masters at arranging systems and simplifying complexity. Architects value elegance, logic, and execution
The Perfect Discovery Meeting
A 100+ question inventory to use during discovery meetings to accelerate trust, build deeper connections, and turn more prospects into clients.
The C3 List
A tool for advisors to begin each day with commitment, improve consistency, and boost confidence.
Bi-Weekly One-on-One Coaching Calls
or group coaching calls (depending on your needs and preferences)
20+ Monthly Office Hours
Subject matter experts in marketing, prospecting, selling, workflows, PR, copywriting, paid advertising, etc.
Invitation-Only Mastermind Events
We don’t believe in coaching from the bench. That’s why all of your coaches are also financial advisors, growing their own practices.
A serial entrepreneur, Patrick Brewer is a Founder of SurePath Wealth, SurePath Partners, and Brewer Consulting. Driven by a desire to empower financial advisors to tap into what they do best, Patrick’s mission is to build the best advisor training programs and marketing strategies.
Jeff Brewer is the Chief Revenue Officer for Model FA and a Partner at SurePath Wealth. Jeff oversees sales, marketing, and the client experience. Jeff combines his 9 years of experience consulting hundreds of advisors as a Regional Director at Dimensional Fund Advisors (DFA) with his passion for helping advisors build processes that will support and fuel their growth. Jeff enjoys spending time with his wife Montana and his dog Moxie, and checking out new restaurants and breweries in Charlotte, NC. Jeff is also an avid traveler and has been to over 30 countries across four continents.
David DeCelle has been helping financial advisors take their business to the next level for 9 years. A financial advisor since 2011, David is committed to providing cutting-edge training, development, and accountability to growth-oriented advisors. When he’s not helping advisors grow their businesses, you can catch him working on his own development through podcasts, audiobooks, and working out. David loves being of service to others whether it’s professionally, lending a helping hand, or simply being an ear to listen to those around him.
Dominique Henderson is the Founder of DJH Capital Management, a wealth management firm based in Dallas, TX, and Director of Client Experience at Brewer Consulting. Dom is passionate about helping advisors overcome the roadblocks on the path to success. From mental game to trouble-shooting sales strategies, Dom can quickly identify what’s holding you back — and how to get back on track.In his free time, Dom enjoys reading, long walks, and creating content for YouTube.
Aaron Hattenbach is the Founder and Managing Member of Rapport Financial, an RIA based in San Francisco, CA. Rapport specializes in advising young technology professionals at both private and public companies in the earlier stages of wealth accumulation, as well as high net worth clients with a particular focus on physicians. Aaron's previous industry experience includes working at Merrill Lynch, HighTower Advisors, and Alliance Bernstein. His work has been featured in Business Insider, Investopedia and Nerd's Eye View. In his spare time, Aaron enjoys playing competitive golf, yoga, and serving on the Young Adult Community Board at Congregation Emanu-El.
Zak Leedom is a financial advisor at SurePath Wealth and works primarily with business owners and executives to maximize all aspects of their financial lives. At Model FA, he helps advisors build their ideal practices. He also enjoys skiing, running, hiking, and really anything that gets the blood pumping.
Bob Gavlak's coaching is informed by his career in the independent financial planning space, and by his transition from employee advisor to owner. His role as a coach allows him to empower, inform, and inspire caring advisors to reach their goals. Bob also runs the Columbus, OH office of SurePath Wealth.
Adam Swerdlow taps into nearly a decade of financial advisor experience to drive our business development efforts — and to help other advisors improve their sales and operations. Adam is active as a member of several local charities, chambers, and community foundations.
Marty Jensen has over 35 years of coaching and leadership experience in the financial services industry pioneering fiduciary best practices. His duties have covered a broad range of strategic initiatives dealing with practice management of multi-disciplinary, comprehensive wealth management services. Marty's focus is building virtual family office platforms with world-renowned subject matter experts and tools dealing with sustainable stewardship. His passions include assisting others in developing their private equity, legacy and philanthropic-based ventures.