Conference Speaker for Financial Planners
Patrick Schwerdtfeger is a leading authority on self-employment and a motivational speaker who has spoken for a variety of financial planning organizations. Patrick is the author of the award-winning book Marketing Shortcuts for the Self-Employed (2011, Wiley) and a regular keynote speaker for Bloomberg TV. He has spoken at conventions and business events around the world, many of them for investment planners or financial advisors. Examples include events for Morgan Stanley Smith Barney, the Financial Women’s Association, Bloomberg Television, Business Leadership Summit, Finance and Insurance Conference Planners (FICP) and Bank of America. His marketing philosophy on the financial planning business is described in more detail below.
Patrick Schwerdtfeger maintains a video blog entitled Strategic Business Insights that’s perfect for financial planners and investment advisors. Many of these free videos are motivational and mindset-oriented, and they will help your team build their reputations and attract new investors. You can watch past episodes and subscribe by clicking the button below. Encourage your advisors to do the same!
Past clients include …
Recent speaking destinations include …
Financial Planner Keynote Speech
Certified financial planners (CFP) and investment advisors are restricted by a strict regulatory environment. As a result, very few of them engage in social media marketing, augmenting the opportunity for those who do. There is an enormous opportunity for investment advisors and financial planners to attract new clients and grow their assets under management by using today’s social media platforms (including Facebook, Twitter, Pinterest and YouTube). Examples include making educational videos, tagging people in branded photographs, recording screen-capture videos of Level II trading platforms and geo-targeting local location-based keywords.
There’s no question that most professionals on social media are just wasting time. The hype about social media is WAY over-blown. But at the same time, there are a few who are getting massive results. In this 60-minute keynote program Patrick will introduce your planners and advisors to a series of success stories that are relevant to their business and today’s regulatory environment, and the program culminates with a simple 3-step “winning formula” that attendees can use to build awareness and secure new business immediately.