A Masterclass in Marketing with Patrick Brewer and Stephanie Bogan

Between Now and Success · Jul 12, 2021 · 1h 28m

Guests: Patrick Brewer, CFA, CPA is the President & CMO at WealthSource, a full service national independent registered investment advisory firm. Prior to that, he was the founder and CEO of SurePath Wealth Management, a financial advisor practice with seven offices across the country. SurePath was acquired by WealthSource Partners in early 2021. He's also the founder of Model FA, which supports financial advisors as they grow sustainable businesses, increase their visibility, and change their clients' lives.

Stephanie Bogan has had a long career in financial consulting, including founding…