Speaker for Financial Advisors

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 advisor business segments. 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. Patrick is an expert in innovative online marketing channels and shares ideas advisors can use to expand their businesses within the strict regulatory environment they function within. And since compliance is such a large issue, most financial planners neglect this powerful marketing opportunity, leaving even more opportunity for those who embrace it. His marketing philosophy on the financial planning business is described in more detail below.

Financial Planner Motivational Speaker


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 link below. Encourage your advisors to do the same!


Past speaking clients include:


Investment Advisor Business Speaker


Recent speaking destinations include:



Expert on Financial Planners: 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.

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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.


Motivational Speaker on Positive Psychology

Not only does Patrick have extensive expertise in online marketing and social media, but he also has expertise in positive psychology and the science of happiness, both of which contribute directly to success in commission sales environments. His “think bigger” program encourages attendees to think bigger about their businesses and project a more ambitious energy while pursuing their regular sales activities. Confidence is a huge part of success in sales, and there’s nothing like an ambitious career objective to inspire confidence in prospective investors and financial planning customers. This topic is covered in Patrick’s video blog and we encourage you to take a look at that. It will immediately show you the topics he’s passionate about and provide examples of his approach and delivery. Once reviewed, please let us know if you would like Patrick to incorporate this topic in his keynote speech.
Patrick Schwerdtfeger is a keynote speaker who has spoken at business conferences in North America, South America, Europe, Africa, the Middle East and Asia.

Conference Speaker