THE PREMIER COACHING PROGRAM FOR FORWARD-THINKING ADVISORS

Grow Your Practice and Protect Your Quality of Life

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THE MODEL FA ACCELERATOR IS A PERFORMANCE COACHING PROGRAM. WE HELP FORWARD-THINKING ADVISORS BUILD PROFITABLE PRACTICES AND SERVE CLIENTS THEY LOVE — WITHOUT SACRIFICING THEIR QUALITY OF LIFE.

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ATTRACT IDEAL CLIENTS

Leverage cutting- edge marketing and business development strategies

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BUILD POWERFUL ALLIANCES

Develop profitable strategic partnerships with professionals who share your audience

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STREAMLINE AND SCALE YOUR PRACTICE

Deploy smart systems and grow your practice to any size you want

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LOVE YOUR LIFE

Align your talents to make a difference for your clients and your family

IT’S TIME TO BUILD YOUR DREAM PRACTICE

DEVELOP THE MINDSET, HABITS, AND STRATEGIES OF THE FASTEST GROWING ADVISORS IN THE COUNTRY

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WITH THE MODEL FA ACCELERATOR, YOU’LL GET:

  • Access to proprietary growth and scaling strategies from industry thought leaders
  • A community of forward-thinking, growth-oriented financial advisors
  • Accountability for behavior change and new constructive habits
  • Skill development in prospecting, sales, marketing, and operations

TESTIMONIALS

INSIDE, YOU WILL FIND

NICHE MAPS

A comprehensive process guide to successful niche selection. Our proprietary decision algorithm has helped 300+ advisors choose a profitable niche

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ADVISOR DNA ASSESSMENT

Discover your primary personality profile — so that you can maximize your productivity and tap into your strengths.

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Rainmaker

Rainmakers are experts at generating new business. They build trust quickly and are masterful at moving prospects through the sales process. Rainmakers should be focused on closing important deals for the company and training the next generation of advisors.

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Connector

Connectors are natural business developers. They are universally well-liked and appreciate the opportunity to interact with new people and build relationships. Connectors should spend most of their time on the front lines, foraging for prospects and bringing them back to the team.

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Guardian

Guardians are quintessential financial planners and relationship managers. Guardians feel and perform at their best when they are allowed to focus on client service and getting things done.They are excellent at logistics, project management, priority setting, and execution.

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Architect

Architects are master builders. They help your business scale by designing workflows, implementing processes, integrating technology, and creating financial plans. They are masters at arranging systems and simplifying complexity. Architects value elegance, logic, and execution

ADDITIONAL RESOURCES INCLUDE:

The Perfect Discovery Meeting

A 100+ question inventory to use during discovery meetings to accelerate trust, build deeper connections, and turn more prospects into clients.

The C3 List

A tool for advisors to begin each day with commitment, improve consistency, and boost confidence.

Bi-Weekly One-on-One Coaching Calls

or group coaching calls (depending on your needs and preferences)

20+ Monthly Office Hours

Subject matter experts in marketing, prospecting, selling, workflows, PR, copywriting, paid advertising, etc.

Invitation-Only Mastermind Events

LEARN MORE

MEET THE MODEL FA ACCELERATOR COACHES

We don’t believe in coaching from the bench. That’s why all of your coaches are also financial advisors, growing their own practices.

A serial entrepreneur, Patrick Brewer is a Founder of SurePath Wealth, SurePath Partners, and Brewer Consulting. Driven by a desire to empower financial advisors to tap into what they do best, Patrick’s mission is to build the best advisor training programs and marketing strategies.

Jeff Brewer  is the Chief Revenue Officer for Model FA and a Partner at SurePath Wealth. Jeff oversees sales, marketing, and the client experience. Jeff combines his 9 years of experience consulting hundreds of advisors as a Regional Director at Dimensional Fund Advisors (DFA) with his passion for helping advisors build processes that will support and fuel their growth. Jeff enjoys spending time with his wife Montana and his dog Moxie, and checking out new restaurants and breweries in Charlotte, NC. Jeff is also an avid traveler and has been to over 30 countries across four continents.

David DeCelle has been helping financial advisors take their business to the next level for 9 years. A financial advisor since 2011, David is committed to providing cutting-edge training, development, and accountability to growth-oriented advisors. When he’s not helping advisors grow their businesses, you can catch him working on his own development through podcasts, audiobooks, and working out. David loves being of service to others whether it’s professionally, lending a helping hand, or simply being an ear to listen to those around him

Dominique Henderson is the Founder of DJH Capital Management, a wealth management firm based in Dallas, TX, and Director of Client Experience at Brewer Consulting. Dom is passionate about helping advisors overcome the roadblocks on the path to success. From mental game to trouble-shooting sales strategies, Dom can quickly identify what’s holding you back — and how to get back on track.In his free time, Dom enjoys reading, long walks, and creating content for YouTube.

Aaron Hattenbach is the Founder and Managing Member of Rapport Financial, an RIA based in San Francisco, CA. Rapport specializes in advising young technology professionals at both private and public companies in the earlier stages of wealth accumulation, as well as high net worth clients with a particular focus on physicians.  Aaron's previous industry experience includes working at Merrill Lynch, HighTower Advisors, and Alliance Bernstein.  His work has been featured in Business Insider, Investopedia and Nerd's Eye View. In his spare time, Aaron enjoys playing competitive golf, yoga, and serving on the Young Adult Community Board at Congregation Emanu-El.

Zak Leedom is a financial advisor at SurePath Wealth and works primarily with business owners and executives to maximize all aspects of their financial lives. At Model FA, he helps advisors build their ideal practices. He also enjoys skiing, running, hiking, and really anything that gets the blood pumping.

Bob Gavlak's coaching is informed by his career in the independent financial planning space, and by his transition from employee advisor to owner. His role as a coach allows him to empower, inform, and inspire caring advisors to reach their goals. Bob also runs the Columbus, OH office of SurePath Wealth.

Adam Swerdlow taps into nearly a decade of financial advisor experience to drive our business development efforts — and to help other advisors improve their sales and operations. Adam is active as a member of several local charities, chambers, and community foundations.