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
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE
01 Jan 1970
El Partidazo de COPE
Buchladen: Tipps für Weihnachten
20 Dec 2025
eat.READ.sleep. Bücher für dich
BOJ alza 25pb decennale sopra 2%, Oracle vola con accordo Tik Tok, 90 mld eurobond per Ucraina | Morning Finance
19 Dec 2025
Black Box - La scatola nera della finanza
365. The BEST advice for managing ADHD in your 20s ft. Chris Wang
19 Dec 2025
The Psychology of your 20s
LVST 19 de diciembre de 2025
19 Dec 2025
La Venganza Será Terrible (oficial)
Cuando la Ciencia Ficción Explicó el Mundo que Hoy Vivimos
19 Dec 2025
El Podcast de Marc Vidal