Patrick Schartz
Vice President of Marketing
Background:
Patrick worked in sports marketing for 8 years before finding his calling in the financial marketing business. In 2002, he joined Response Mail Express in Tampa, FL where he became one of their top Seminar Consultants. While at Response Mail Express, Patrick brought on board a variety of new corporate business including Jackson National Life; John Hancock and Citi Corp. In addition, Patrick developed the Reverse Mortgage Industry as a major force in the seminar marketing industry.
Patrick reached the exclusive Million Dollar Club on two separate occasions at RME, by selling over $1 million dollars worth of business per year.
Not only did Patrick develop new business at RME, he also traveled the country speaking to groups about the value of seminar marketing and how it can dramatically increase your book of business.
Since that time, Patrick has worked with All Pro Printing and Acquire Direct Marketing in helping develop seminar marketing programs for clients throughout the country.
Educational History:
Patrick graduated with a degree in Communications, emphasis in Broadcast Journalism and a minor in Sociology from Washburn University.
Family Information:
Patrick is married to Monica and has a little boy named Carter and a little girl named Ava. Originally from Ellinwood, KS, Patrick has lived in Lawrence; Topeka; Columbus, OH; Tampa, FL ; Nashville TN and now back in Lawrence. It’s a little colder than what I’ve become accustomed to, but great people and great opportunities are born and bred in Kansas.
Achievement you are most proud of:
Being able to find something positive in everything I do both professionally and personally.
Message to Clients:
I feel blessed to have the opportunity to be a part of what I feel is the best company in any industry. From each individual that works here, to the way Cody, Derek, and David believe a successful business should be operated…Advisor’s Excel is without a doubt the best group of people I have ever been associated with.