Joe Patneaude | SpeakerHub

Personal Details

Bio

Joe Patneaude is an executive coach, author, and creator of the STAR Scalability℠ Method, a practical, people-first framework that helps financial services leaders scale smarter, not harder.

With more than 25 years of experience across operations, compliance, and executive leadership, Joe brings a rare blend of boardroom credibility and real-world insight to every stage or screen.

From the mailroom to the C-suite, he’s seen how growth can get messy, and knows how to help leaders clean it up. His talks combine lived experience, straight talk, and actionable strategy to help founders and executives rethink what sustainable success really looks like.

Joe has been featured in Brainz Magazine, Yahoo! Finance, Morningstar, and multiple top business podcasts including Burnout Proof Leadership, Business Mastery, and GoalChat Live. His audiences don’t just leave inspired, they leave with clarity, momentum, and tools they can apply immediately.

Simplify. Focus. Scale.

It’s not just about size, it’s sustainability.

Current position (1)

Certified Executive Coach & Mentor

JP Coaching (Founder)

Achievements (1)

Top Executive Coach of the Year

Joe Patneaude was honored as “Top Executive Coach of the Year” by the International Association of Top Professionals (IAOTP), recognizing his impact on financial leaders and business owners nationwide.

Degrees (1)

B.S., Organizational Leadership

Southern New Hampshire University

2022 to 2024

Presentations

Presentations (4)

Scale Smarter, Not Harder: The STAR Approach to Sustainable Business Growth

Most leaders chase growth by adding; more people, more systems, more stress. In this keynote, Joe introduces the STAR Scalability℠ Method, a people-first framework that helps financial services leaders simplify operations, align their teams, and scale sustainably.

Attendees learn how to:
- Identify the “scaling friction” that stalls progress
- Build structure without losing agility
- Refocus growth around purpose, not pressure

→ Perfect for: founders, executives, and leadership teams seeking smarter, more sustainable expansion.

Why You’re Still Doing It All Yourself: The Hidden Traps That Keep Leaders Overloaded

If you feel like your team keeps getting bigger but your workload never shrinks, this talk is for you. Joe exposes the mindset and operational traps that keep leaders stuck in the weeds, and shows how to step back without losing control.

Attendees discover how to:
- Break free from “hero leader” habits
- Redesign their day around impact, not activity
- Create a culture that runs without constant oversight

→ Perfect for: business owners, managing partners, and department heads ready to delegate effectively and reclaim their time.

Breaking the Myths of Scaling: Why Financial Leaders Get Stuck, and How to Move Forward

Many growing firms hit a wall not because of market limits, but because of outdated assumptions about what “scaling” really means.

In this myth-busting session, Joe unpacks the most common misconceptions and provides a clear roadmap for sustainable growth that doesn’t sacrifice quality or sanity.

Attendees learn to:
- Spot the three myths that quietly cap their potential
- Rethink scalability through the STAR framework
- Build a business that supports their life — not the other way around

→ Perfect for: financial advisors, practice owners, and executives navigating rapid growth or team restructuring.

The New Rules of Goal Setting: Building Goals That Actually Align with Your Values

Traditional goal-setting often leads to burnout because it focuses on numbers, not meaning. This interactive session helps leaders rewrite the rules by connecting goals to core values and sustainable motivation. Drawing from STAR principles, Joe helps attendees turn ambition into alignment.

Attendees will:
- Discover why most goals fail — and how to fix them
- Learn a values-based method for setting targets that actually last
- Walk away with a clear framework to apply immediately

→ Perfect for: leadership retreats, team workshops, and organizations ready to rethink how success is defined.

Upcoming events (1)

“Beyond the Goal Sheet: Setting Smarter Goals in 2026”

TBRA Networking Event

University Club, Tampa

January 15, 2026

Past talks (3)

From Chaos to Clarity: How Leaders Scale Smarter, Not Harder

“Scaling Smarter: Freeing Up Time Without Losing Control” – Masterclass

Virtual

October 4, 2025

Intentional Scaling: Grow Smarter, No New Resources Required