Patrick Ireland

Supporter
DISC Type : s

Wealth Management Advisor at Northwestern Mutual

Broomfield, Colorado, United States

Overview

Patrick Ireland is a Wealth Management Advisor with Northwestern Mutual, where he has built his career since 2003. A Colorado State University graduate and a Forbes Top Financial Security Professional, he provides clients with comprehensive financial direction, drawing from over 19 years of experience in finance and investment.

A Colorado native, Patrick resides in Arvada with his wife, Kacie, and their three children. He is an avid sports fan, following the Broncos, Nuggets, and Avalanche. The family enjoys spending time outdoors together, camping, snow skiing, and water skiing.

Unique fact: Patrick is a survivor of the 1999 Columbine High School shooting and is a recipient of the Christopher and Dana Reeve Inspiration Award for his advocacy.

Personality Overview

Social Proof Driven

Calm

Slow To Decisions

They get along well with all people.  They are unlikely to become strong champions as they don't prefer pushing other people. Their decisions are defined by the possible value that they can bring to the organization.


Topics They Care About

Comprehensive Financial Planning
His professional focus is on providing clients with full financial direction, developing personalized strategies for retirement, education, and other major life goals.
Family Outdoor Activities
His personal bio highlights a passion for spending time with his wife and three children camping, water skiing, and snow skiing.
Colorado Pro Sports
He is a vocal fan of local Colorado teams and enjoys cheering for the Denver Broncos, Nuggets, and Avalanche.

Media Appearances

Patrick has no verified media appearances

Work History

7-2018
Wealth Management Advisor at Northwestern Mutual
10-2014 - 6-2018
Financial Advisor at Northwestern Mutual
5-2009 - 10-2014
Managing Director at Northwestern Mutual
College Financial Representative at Northwestern Mutual

Education

2000 - 2004
Bachelor of Science from Colorado State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Broomfield, Colorado, United States Job Level : Junior Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Pause and ask them if they have any questions
  • Engage other key stakeholders on their side and leverage if they approve of your product

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Patrick

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Patrick take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Patrick

Personality Compatibility


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