The biggest surprise has been instant conversations with qualified prospects.

Scott Wisniewski, Wisniewski Wealth Management

 

The only marketing system for financial advisors that actually delivers results

 

You guys have really helped me get over the hurdle of 'how am I going to get clients?'

- Rebecca Connor, CPA, CFP® SeedSafe Financial LLC

I instantly saw my calendar fill up with meetings.

- Scott Campbell, CFP® Live Boldy Wealth Coaching

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As a fiduciary advisor, you’re in the business of building relationships, not selling products.

The challenge is, building relationships online is much more complex than selling Slap Chops or Oxiclean.  We’ve found that just performing marketing services (SEO, blogging, Facebook advertising, etc.) without a complete strategy leads to subpar results.  So we’ve put together a powerful set of end-to-end programs that help you build a client attraction system that actually works for fiduciary financial advisors.

Think of us as your virtual CMO.  

We get to know you, then figure out what’s broken and give you exactly what you NEED to fix the problem.

Because, just like you, we don’t believe in prescriptive advice.

Recommending investments, tax strategies or insurance without knowing a client’s complete financial picture makes no sense.  It’s no different when it comes to your marketing strategy (and, by the way, the future of your business).

OUR DNA

  • ROI-Centric. We are 100% ROI focused.  Pretty pixels are great, but we’ve found that marketing needs to be different for the wealth management and financial planning industry.

     

  • Humanity Obsessed. We understand that building a relationship with the prospect is paramount.

     

  • Data Driven. Technology and time-tested methods undergird all our methods.

     

  • Specialized. Our team of experts aren’t just the best at what they do in the fiduciary field, they’re the best in the marketing industry.

A GLOBAL COMMUNITY

Founded in March of 2017, Brewer Consulting membership includes over 200 advisors in seven countries, across six continents around the world. On average they’re all adding 2-5+ clients per month to their practice, too!

Join the best in Brazil, England, Australia, United States, Canada, Singapore, and South Africa

GROW YOUR PRACTICE

Three Levels of Programs Designed with You In Mind

Elite  

“Tell me and I forget. Teach me and I remember. Involve me and I learn.”

Collaborative program for growth minded advisers looking to build a client attraction system.  We’ll show you how to select a niche, build an effective lead generation system, and create a strategy to build a massive audience of qualified prospects.  Most advisors average 1-2 new clients within the first 3 months and progress to 2-5 clients in months 6-12+

The biggest surprise has been instant activity...instant conversations with qualified prospects.

Scott WisniewskiFounder, Wisniewski Wealth Management

Tactical

“It wasn’t raining when Noah built the ark.”

Fully outsourced solution for an advisor or advisory firm looking to quickly dominate their market.  Our team will build an unbeatable marketing campaign with the goal of acquiring 5-10+ clients per month.  We handle everything from campaign strategy to design and implementation. This program is for firms that understand consumer preferences are changing and want to be ahead of the curve.

I've been able to double the number of people coming into my practice from when I started the program...

Dominique Henderson, CFP®Founder, DJH Capital Management, LLC

Connect

“No one can whistle a symphony. It takes a whole orchestra.”

Join an exclusive community of 10 entrepreneurial advisors for a 12 month in-person mastermind journey.  The program includes 3 domestic events focused on sales & marketing, operations, process and human capital and one international event.  This program affords the most hands-on approach for those looking to work one-on-one with Patrick and be supported by the Brewer Consulting team as they learn and work to grow their business to the next level.

The clarity in where I'm at and how I want to operate my business, there's no way to put a price on that...

Scott Campbell, CFP®Founder, Live Boldly Wealth Coaching

Elite  

“Tell me and I forget. Teach me and I remember. Involve me and I learn.”

Collaborative program for growth minded advisers looking to build a client attraction system.  We’ll show you how to select a niche, build an effective lead generation system, and create a strategy to build a massive audience of qualified prospects.  Most advisors average 1-2 new clients within the first 3 months and progress to 2-5 clients in months 6-12+

The biggest surprise has been instant activity...instant conversations with qualified prospects.

Scott WisniewskiFounder, Wisniewski Wealth Management

Tactical

“It wasn’t raining when Noah built the ark.”

Fully outsourced solution for an advisor or advisory firm looking to quickly dominate their market.  Our team will build an unbeatable marketing campaign with the goal of acquiring 5-10+ clients per month.  We handle everything from campaign strategy to design and implementation. This program is for firms that understand consumer preferences are changing and want to be ahead of the curve.

I've been able to double the number of people coming into my practice from when I started the program...

Dominique Henderson, CFP®Founder, DJH Capital Management, LLC

Connect

“No one can whistle a symphony. It takes a whole orchestra.”

Join an exclusive community of 10 entrepreneurial advisors for a 12 month in-person mastermind journey.  The program includes 3 domestic events focused on sales & marketing, operations, process and human capital and one international event.  This program affords the most hands-on approach for those looking to work one-on-one with Patrick and be supported by the Brewer Consulting team as they learn and work to grow their business to the next level.

The clarity in where I'm at and how I want to operate my business, there's no way to put a price on that...

Scott Campbell, CFP®Founder, Live Boldly Wealth Coaching

SCALE   YOUR   PRACTICE

Reorganizing and reimagining your business might be in order before you can start tackling your marketing.

Meet Scale, our turnkey front and back office system designed specifically for forward-thinking fiduciary financial advisors.  It combines a best-in-class technology stack (with negotiated prices), automated workflows, operating manuals and pre-written content all backed by one-on-one coaching to help you build the best client experience in the industry. We’ll work together to make sure you get your business systems operating at their best so you can reach your peak potential.

  • Unify your front and back office
  • Create a consistent client experience that fully leverages state-of-the-art technology
  • Easily identify human capital needs or excesses, improve accountability, and measure staff performance
  • Increase focus and reduce stress for firm stakeholders
  • Accelerate firm profitability

BRAND   STRATEGY

For those wanting a brand that resonates and a website that converts.

Join Patrick and the Brewer Consulting team for a 1-day brand strategy workshop in Austin, TX. We handle all strategic direction, photography, copywriting, design and development for your new website. Additional branding services also available.

Brand strategy + web design services start at $15,000

  • Create a specified message and branding that connects with your target audience
  • Build a website the converts
  • Work one-on-one with the best digital marketing team in the world for Fiduciary Financial Advisors
  • Fast track your online presence and growth

Patrick Brewer, CFA, CPA

Lead Marketing Strategist, Founder

Ryan Mannen

Ryan Mannen

Head of Systems and Integration, Partner

Meet the expert team who will be backing your business.  

We run a Registered Investment Advisory firm just like you.  It’s our marketing lab – we test new strategies, prove them out and release them to you when they are ready.

 

Meet the expert team who will be backing your business.  

We run a Registered Investment Advisory firm just like you.  It’s our marketing lab – we test new strategies, prove them out and release them to you when they are ready.

 

Patrick Brewer, CFA, CPA

Lead Marketing Strategist, Founder

Ryan Mannen

Ryan Mannen

Head of Systems and Integration, Partner

EricLee

Eric Lee

Creative Director

TimPowers

Tim Power

Sales Director

Jason Mirabella

Head of Practice Management

Josh Bennett

Director of Practice Management

Dom Henderson, CFP®

Lead Coach

Bailey Rivera

Event Coordinator

Get your FREE copy of The Definitive Guide to an Effective Online Marketing Strategy for Financial Advisory Practices

Get your FREE copy of The Definitive Guide to an Effective Online Marketing Strategy for Financial Advisory Practices

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