<p>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. </p> <p>You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/130" target="_blank" rel= "noopener">https://www.xyplanningnetwork.com/130</a></p>

Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.