Brewer Consulting is a cutting-edge training and digital marketing firm specifically for fiduciary financial planners. Through our field-tested advertising and sales strategies, we empower advisers to reclaim control of their business doing the very things many of them used to dread the most.  

Brewer Consulting is a cutting-edge training and digital marketing firm specifically for fiduciary financial planners. Through our field-tested advertising and sales strategies, we empower advisers to reclaim control of their business doing the very things many of them used to dread the most.  

Brewer Consulting Founder, Patrick Brewer, CFA, CPA, is a financial advisor turned marketing strategist who has dedicated his career to helping fiduciary financial advisors build a hyper-profitable business.

Having worked the better part of a decade at Dimensional Fund Advisors, Patrick is uniquely positioned to help financial advisors solve growth and scale challenges in their business.

In addition to leading the Brewer Consulting team, Patrick runs a wealth management firm in Austin, TX called SurePath Wealth Management and its specialized niche, SurePath Physician Services.  He grew his firm from zero to sustainable ($250k) in annual revenue in less than 13 months.  He tests all the marketing and sales strategies in his own advisory business.

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Brewer Basic

Collaborative program for growth minded advisers looking to take control of their sales process and strategies through automated marketing systems.


What You Get:

  • Comprehensive business blueprint (pricing, niche selection, offer generation) and growth strategy
  • LinkedIn and direct email automated marketing systems to drive 3-5 qualified weekly leads with minimal daily maintenance.
  • Sales training and scripts to increase conversion rates.
  • A referral system that goes against everything you’ve been taught.
  • Access to the Brewer Fiduciary Advisor Mastermind community.

Perfect for the advisor who is new to online marketing and looking for quick growth without committing the time or resources required by our Elite program.

Brewer Elite

Next level branding and client attraction systems for advisors willing to move beyond quick solutions for greater long-term success.


What You Get:

  • Everything in Brewer Basic + a system to drive hundreds of leads per month, differentiate yourself from other advisors, and infuse all major social platforms with your message.
  • Innovative Facebook approach to acquire clients at a fraction of the usual costs.
  • Step-by-step content creation template designed to build trust with target markets.
  • A la carte design, copywriting and content creation to boost progress.
  • An invitation to our annual international mastermind experience.
  • Monthly access to Patrick and the Brewer Consulting team.

Ideal for advisors who understand the value of building a strong brand and online presence to shift the attraction of potential clients from active to passive.

Brewer Tactical

An exclusive and powerful collaboration with our team to implement personalized marketing solutions using the Brewer Consulting method.


What You Get:

  • Two day in-person workshop One-on-One with the Brewer Consulting team in Austin, TX to reinvent your entire marketing strategy.
  • Fully developed multi-part online sales funnel with optional access to white glove personalized branding/marketing packages (landing pages, lead magnets, funnels, sales/ad copy and more…)
  • Firm-wide implementation of all Brewer strategies to ensure consistent messaging and delivery across business channels (401k, private wealth, insurance, etc).

The best solution for advisors looking to fast-track their online presence and marketing techniques to reflect rapidly-changing consumer preferences.

Patrick Brewer, CFA, CPA

Founder

Ryan Mannen

Partner

Tim Power

Sales/Customer Success Advocate

Eric Lee

Creative Director