While SurePath's AUM is small, the firm, co-founded by brothers Patrick and Jeff Brewer, will create a marketing and practice management engine inside WealthSource with the intention of becoming the next United Capital.
Ultimately, it's about evidencing thoughtful, humane and inclusive leadership consistently.
Regulatory disclosures from Justin Reckers’ personal life hurt his career and financial stability.
Hiring and managing remote employees requires new initiatives and ingenuity, according to these firm principals.
