Tactical Execution

PLEASE NOTE:

I have not used this website since 2010. Please visit my new website for current information.

Thank you!

SCHWERDTFEGER [ shwert-feger ] – an old German name meaning “sword smith”.

(13 letters, only 3 vowels, all e‘s.)

Patrick Schwerdtfeger is the author of Marketing Shortcuts for the Self-Employed (2011, Wiley & Sons, Inc.) and is a regular speaker for Bloomberg TV. He has spoken about modern entrepreneurship and the social media revolution at conferences and business events around the world.

Patrick has also authored Webify Your Business – Internet Marketing Secrets for the Self-Employed (2009) as well as “Make Yourself Useful – Marketing in the 21st Century” (2008) and has been featured by the New York Times, Associated Press, Businessweek and National Public Radio (NPR) among others.

Patrick’s podcasts have been downloaded over 75,000 times in 27 countries and his articles have been published on thousands of different websites. With a diverse background in marketing and finance, Patrick has a gift for explaining complicated subjects in simple language, making his presentations insightful and empowering.

The following description hasn’t been updated since January, 2008.

Patrick was an instructor at the 2007 Internet Marketing Conference held in Stockholm, Sweden. He was one of just two people from the United States and joined speakers from 14 other countries at the conference. His workshop was entitled “Monetizing Trust; Leading Your Audience from Rapport to Revenue” and it received resoundingly positive feedback from the attendees.

Patrick is the organizer of the Entrepreneur & Small Business Academy, one of the top 50 entrepreneur clubs in the country. The Academy provides Bay Area entrepreneurs with a productive and supportive community where expertise and ideas are shared. Various events are held at least twice each month and all are welcome.

Patrick is member of the Lamorinda Toastmasters club.  The club meets every Tuesday evening and has been a President’s Distinguished Club for the past 5 years.  Patrick has competed in the annual International Speaking Competition and won first place at the club level, area level, division level and district level.  He has been a club officer since July 2007.

Between 2001 and 2003, Patrick built an economic forecasting model called the Macro Economic Investment Capital Avaiability Platform (MEICAP).  The model is driven by a dynamic population platform and calculates macro savings and spending patterns, yielding valuable insights to the future of stock valuations (through P/E ratios), interest rates and housing prices.  You can read about the methodology in detail and see the predictions yourself by clicking on the graph.  Unfortunately, the news isn’t very rosey.  With the massive Baby Boomer generation approaching retirement, the pool of investment capital is expected to shrink, lowering P/E ratios and increasing interest rates.  Although short-term fluctuations are inevitable, the long-term trend isn’t expected to change until 2027.  After that, things start improving again.

Patrick is also a licensed Mortgage Broker (DRE #01424896), originating purchase and refinance mortgage loans through Windsor Capital Mortgage Corporation (DRE Broker #01050210), the third largest (2006) mortgage brokerage company in the country. He created the popular ‘Beyond the Rate’ podcast series that educates listeners about today’s complicated mortgage industry.

Patrick Schwerdtfeger was born in Vancouver, Canada, and received his Bachelor of Commerce with a double major in Finance and Marketing from Carleton University in Ottawa.  He began his career in commercial banking with the Bank of Montreal and became licensed as a Financial Advisor (Canada) in 1994.  The following year, he was recruited as the Credit Manager for a large apparal manufacturer that does contract work for Guess and The Gap.  The company also sold to the Promotional Products industry.

Patrick moved to California in 1998 and accepted a position as the Western Regional Sales Manager for two leading promotional products wholesalers.  His territory included the 13 western states.  He became self-employed in 2002 and brokered seller financing business notes to funding sources across the country.  After obtaining his notary commission and real estate license, Patrick started a mobile notary business which led naturally to mortgage banking.

At the latest count, a Google search for “Patrick Schwerdtfeger” brings up about 77,000 listings but that changes daily.  You can check to see what comes up today by clicking here.

Patrick may be available to serve on your Advisory Board.  In that position, he will contribute tangible and consistent value that will accelerate your business development and enhance your funding options.  Click on the link above to learn more.

Follow Patrick on Twitter or connect with him on Facebook and/or LinkedIn (below).

This page has the following sub pages.

• Internet Marketing Conference 2007
• Causes
• Wedding Officiant
• Advisory Board
• Make Yourself Useful, Marketing in the 21st Century
• Media & Press Kit
• Vision Statement Movie
• Media Coverage
• Photos
• Speaking Engagements