In this episode, we sat down with Patrick Brewer. Patrick is the founder and CEO of SurePath Wealth, an RIA down in Austin. He’s also the founder of Model FA – a consulting company that helps RIAs on the marketing, business development, and practice management side of things. I really wanted to dive into what advisors are doing wrong from a business development perspective and Patrick ended up breaking it down in an incredible way – covering what small, medium, and large RIAs should do going forward. This one gets into the nitty gritty and he covers some tactical things you can implement tomorrow.