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Matthew J Burke, CFP Field Vice President

Matthew J Burke, CFP Field Vice President. American Express Financial Advisors. Quality Advice. Financial Planning. An Array of Products & Services. Mutual Funds. Personal trust services. Investment Certificates. Securities Brokerage Services. Qualified

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Matthew J Burke, CFP Field Vice President

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  1. Matthew J Burke, CFP Field Vice President

  2. American Express Financial Advisors Quality Advice Financial Planning

  3. An Array of Products & Services Mutual Funds Personal trust services Investment Certificates Securities Brokerage Services Qualified Retirement Plans & IRAs Annuities Wrap Accounts Life, disability & long-term care insurance

  4. Our Mission Helping clients achieve financial objectives

  5. Personal financial advisors are the key to our success.

  6. An Advisor: • Locates clients • Sets appointments • Meets clients • Analyzes information • Recommends and sells • Provides service • Coaches advisors

  7. Financial Planning The Core of Our Business

  8. A career that rewards you Make a difference in people’s lives Help people achieve their dreams Develop as a professional Achieve unlimited income potential

  9. Initial Earning Potential = Your Initiative • Number of Clients • Number of Plans • Personal Initiative What Makes You Successful

  10. What you can expect A Career with a Future

  11. What We Expect • Pass licensing exams • Schedule hours • Attend training sessions and classes

  12. What We Expect

  13. You are not on your own We prepare you to meet these expectations.

  14. Training We believe American Express Financial Advisors has one of the premier training programs in the industry.

  15. Training Intensive training in: • Financial Planning • Consultative Selling Skills • Marketing Techniques • Client Service Skills • Emotional Competence

  16. Training • Licensing Exams • One-on-one Support • Materials and Manuals • Certified Financial Planner Exam

  17. Support • Local Management Team • Back Office • Corporate Office • Marketing • Communications

  18. It’s All About Choices Clients can do business with us when, where and how they choose.

  19. It’s All About Choices Advisors can choose how to develop their own careers.

  20. It’s All About Choices • “Platform 1” • Employee Financial Advisor • Employee • Level income, commissions & bonuses • Most expenses paid • More support and structure “Platform 2” Independent Financial Advisor Independent contractor All commissions - with a higher pay-out Responsible for your own expenses Manage expenses and structure practice on your own It’s All About Choices

  21. It’s All About Choices Platform 1 Employee Attain CFP designation Develop specialist expertise Assist in training Platform 2 Independent Contractor Can move from P1 to P2 after 2 years Build independent practice Flexibility to manage own expenses Become part of Branch As an Advisor:

  22. It’s All About Choices Platform 1 Specialist Roles Manager Coach Associate Vice President (AVP) Field Vice President (FVP) Platform 2 Branch Manager OSJ Branch Manager Associate Vice President (AVP) Field Vice President (FVP) As a Leader:

  23. The Choice Is Up To You

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