Suggestions
Don Patrick
Coach & Mentor to Wealth Managers - Helping Advisors Grow their Business, Increase Revenue & Have More Fun - Author
Professional Background
Don Patrick is a seasoned financial advisor and business consultant with over 30 years of experience in a variety of financial domains, including risk management, investments, tax strategies, and general business consulting. As the Co-CEO and President of one of the largest independent financial planning consortiums in the United States, Don has significantly impacted the financial landscape across nine states. Under his leadership, the consortium has amassed nearly $6 billion in brokerage and advisory assets, primarily through partnerships with LPL Financial and IFG Advisory, LLC.
His role encompasses advising wealth managers on strategies to not just grow their businesses, but to do so efficiently, effectively, and with enjoyment. He spearheads initiatives that empower independent financial professionals, comprising more than 80 consortium members operating firms across 19 states. This diverse and highly skilled team is dedicated to providing sound financial advice tailored to individual client needs.
Don's approach to consulting emphasizes not only profitability but also the joy of the work itself. He believes that financial management should be a fulfilling career that allows wealth managers to thrive both personally and professionally. His commitment to fostering a positive work culture has been recognized, with his company being awarded the title of Top Ranked Top Small Workplace in Atlanta by The Atlanta Journal-Constitution from 2015 to 2020.
Education and Achievements
Don holds an MBA in Finance and Economics from the prestigious University of Southern California, Marshall School of Business. Additionally, he earned a BBA in Finance and Economics from Loyola Marymount University, College of Business Administration. His strong academic background has provided a solid foundation for his extensive career in finance.
Throughout his career, Don has made significant contributions to the financial community. He is the author of the informative book "Keep Your Nest Egg From Cracking (What You Need to Know)”. This publication reflects his extensive knowledge and serves as a resource for individuals seeking to enhance their financial literacy and secure their financial futures.
His insights have also been featured in established journals and major media outlets, including The Wall Street Journal, Kiplinger’s Retirement Report, New York Daily News, Journal of Financial Planning, and US News and World Report, further solidifying his status as a thought leader in the financial planning arena. Don's writing and advice resonate with a broad audience, enhancing the understanding of critical financial concepts among both professionals and the general public.
Community Engagement
Beyond his impressive professional accomplishments, Don is an avid pilot with a passion for flying that dates back to when he was just 16 years old. He actively volunteers with Angel Flight, a remarkable nonprofit organization made up of volunteer pilots who transport individuals needing medical and financial assistance. This commitment to community service showcases Don's dedication to helping others and giving back, reflecting the values of kindness, support, and integrity that he holds dear.
When Don is not advising clients or flying, he actively engages with his team and enjoys mentoring new advisors, inspiring them to achieve their goals in the financial sector while maintaining a balanced and fulfilling personal life. His ability to connect with individuals on a personal level sets him apart as a respected leader in the industry.
Key Takeaways
Don Patrick stands out in the financial consulting field not just for his extensive experience and solid educational credentials, but also for his genuine desire to see others succeed. By effectively marrying key elements of financial expertise with a relatable and enjoyable approach, Don continues to make a lasting impact in the financial services industry. Whether he's providing strategic consulting to wealth managers or flying high in the sky, Don Patrick remains committed to excellence and service, both professionally and personally.