Patrick brings an exceptional balance of challenge and connection to vision, which combined with his intellect, coaching expertise and knowledge of the Granum System make him an extremely effective coach. While I would expect many leaders in all industries have an outside coach or consultant, I would encourage any leader to strongly consider a conversation with Patrick to explore his work and ways he may be able to alter the trajectory of your firm in a positive way.
Kevin O'Connell, Managing Partner Northwestern Mutual - Greater Tampa Bay
Patrick did a great job speaking to both our Team Gold (under 5 year) advisors and our leadership teams. He delivered a fantastic talk with a ton of energy. His ownership of the Granum system, the ratios of our business, and his ability to help advisors see what is working and what is not is terrific. Patrick would be a great speaker or coach for anyone looking to grow their organization or their practice.
Ryan Kramer, Managing Partner Northwestern Mutual - Chicagoland
Patrick’s coaching has been of monumental value to the advisors in our firm. His ability to tie head and heart, help advisors navigate the mental toughness of this career, and knowledge of Granum and the client acquisition process have made him a go-to resource. He takes time and care in each of his relationships with our advisors and is clear and concise in his coaching and feedback. It’s been so exciting to witness first-hand how a great business coach can transform and elevate a practice.
Christopher J. Schenkel, Managing Partner Northwestern Mutual - South Dakota
We had Patrick Howes along with his talented spouse and business partner, Kacee, speak at our recent new client contest. Here's the report card on Patrick's talk: he got all A's.
It was An Inspiration. Patrick tells stories of friends whose lives have been affected by our work, which made an impact on each and every one of us. It was A coachable moment. Patrick's message creates many opportunities to follow up and follow through for our field leaders back in North Carolina. It was A pleasure to see this couple work the audience, connect with our folks, and share of themselves. It is A good idea for you to book Patrick for an event or a coaching engagement soon.
R. Michael Condrey, Managing Partner Northwestern Mutual - North Carolina
Patrick and I have worked together for over 10 years. I have always been impressed by his ability to educate others in a manner which has them so interested that everyone wants more; nobody wants the learning to cease. He also has enthusiasm and passion for assisting others to become the best versions of themselves like not many I have seen. His deep core belief of putting others first makes him truly stand out among many of the consultants I have worked with over the years. As a matter of fact, just this week, one of our advisors stopped in to tell me, “Patrick completely changed my understanding of how to effectively grow my practice. He made the complex extremely simple.” I will surely continue to work closely with Patrick hopefully for the next 10+ years.
Thomas J. Goes, Managing Partner Northwestern Mutual - Greater Orlando
I have worked with Patrick since the start of my career in 2010. Patrick helped me understand what motivates me, what success looks like for me and how to translate those motivations into measurable actions to achieve my goals. His knowledge and expertise in the Granum System allowed me to comprehend the metrics of client building and formulate a meaningful action plan and measurement system to track my progress and growth. As a financial advisor, the biggest challenges I’ve had are facing my own internal fears, negative self-talk, and self-defeating emotions. Patrick is a great headspace coach who helped me clear the mind fog and stay committed and focused to my goals.
Matt Riggs, CFP, Northwestern Mutual FORUM Member, #1 in DI Sales Southern Region 2016
Patrick adds tremendous value as a coach by helping me work more intentionally on my business, instead of always in my business. Patrick points out opportunities to utilize my own strengths and expertise to quickly become unstuck and continue growing. Patrick’s work with other members of my team has helped mediate sensitive issues, driven collaboration, and has strengthened our clarity and our aligned vision. Whether working 1 on 1 with Patrick on your individual business goals, plans and processes, or having him work with your entire team, I highly recommend speaking with Patrick about how he might help you grow your business as well.
Robert Cox, MBA, Ph.D., ChFC, RICP, AEP, 3 time NM Forum qualifier, top 30 Financial Security Award Wealth Management Advisor
I selected Patrick Howes to coach my new advisors, my team and myself this past year, and my experience has been exceptional. Together we had 3 new Pacesetters, and I achieved both NM Forum and won the OARS award. Patrick is dependable, trustworthy and he has a clear understanding of our company's systems.
Hollee Kier, Managing Director, Forum and OARS Award qualifier
Patrick is an exceptional teacher of the one card system. His background as an educator positions him perfectly as a coach and teacher of the one card system. I have personally used Patrick to work with my team as well as the new advisors that I coach. I would highly recommend him.
David Silver, CFP, Northwestern Mutual FORUM Member, #4 Financial Security Award winner 2016
I hired Patrick in March 2017, 14 months ago, at the 9 year mark in my career. The 14 months prior to hiring Patrick I had insurance premium production of $169,029, in the 14 months since hiring Patrick my insurance production has increased to $244,540 … a 44.7% increase! My AUM grew from $14,831,820 as of January 1, 2017 to $21,644,436 as of April 30, 2018 … a 45.7% increase over a 15 month period of time. Making this level of progress in my personal practice required tremendous focus and strategic thinking, and Patrick has been a critical part of that success. This growth has taken place while working fewer hours, as I was more focused and more intentional with the time I invested in my practice. Patrick has provided encouragement when needed, has challenged me to be the best version of myself and has provided insight & guidance that has been invaluable to my growth, not just as an advisor, but as a person. When I originally considered hiring a coach I was concerned about the cost; I can tell you without a doubt that hiring Patrick has not been an expense but rather a huge investment in my practice. Growing both sides of my book (insurance & investments) by roughly 45% with Patrick’s help & guidance makes the cost for his services a steal; he probably could charge more! Thanks Patrick for making a tremendous impact in my life!
Jonathan D. Hunt, CFP®, CLU®, CLTC, CASL®, ChFC®