matthew j burke, cfp field vice president. quality advice financial planning american express...

Matthew J Burke, CFP

Field Vice President

Quality Advice

Financial Planning

American Express American Express Financial AdvisorsFinancial Advisors

Securities Brokerage Services

Mutual FundsMutual Funds

An Array of Products & An Array of Products & ServicesServices

Annuities

Life, disability & long-term care insurance

QualifiedRetirement

Plans &IRAs

Personal trust services

InvestmentCertificates

Wrap AccountsWrap Accounts

Helping clients Helping clients

achieve financial achieve financial objectivesobjectives

Our MissionOur Mission

Personal Personal financial financial advisors advisors

are the key to are the key to our success.our success.

• Locates clients• Sets

appointments• Meets clients• Analyzes information

• Recommends and sells• Provides service

• Coaches advisors

An Advisor:

The Core of Our Business

Financial PlanningFinancial Planning

Make a difference in people’s lives

Help people achieve their dreamsDevelop as a professional

Achieve unlimited income potential

A career that A career that rewards yourewards you

What Makes You Successful

• Number of Plans

• Personal Initiative

Initial Earning Potential = Initial Earning Potential = Your InitiativeYour Initiative

• Number of Clients

A Career with

a Future

What you can What you can expectexpect

• Pass licensing exams

• Schedule hours

• Attend training sessions and classes

What We ExpectWhat We Expect

We prepare you to meet these expectations.

You are not on your You are not on your ownown

We believe American We believe American Express Financial Express Financial

Advisors has one of Advisors has one of the premier training the premier training

programs in the programs in the industry.industry.

TrainingTraining

TrainingTrainingIntensive training in:• Financial PlanningFinancial Planning• Consultative Selling SkillsConsultative Selling Skills• Marketing TechniquesMarketing Techniques

• Client Service SkillsClient Service Skills• Emotional CompetenceEmotional Competence

•One-on-one SupportOne-on-one Support

•Licensing ExamsLicensing Exams

•Certified Financial Certified Financial Planner ExamPlanner Exam

TrainingTraining

•Materials and Materials and ManualsManuals

• Back OfficeBack Office

• Local Management Local Management TeamTeam

SupportSupport

• Corporate OfficeCorporate Office

• MarketingMarketing

• CommunicationsCommunications

Clients can do business with us when, where and how they choose.

It’s All About It’s All About ChoicesChoices

Advisors can choose how to

develop their own careers.

It’s All About It’s All About ChoicesChoices

“Platform 2”Independent

Financial AdvisorIndependent

contractorAll commissions -

with a higher pay-out

Responsible for your own expenses

Manage expenses and structure practice on your own

“Platform 1”Employee Financial

AdvisorEmployeeLevel income,

commissions & bonuses

Most expenses paidMore support and

structure

It’s All About ChoicesIt’s All About ChoicesIt’s All About It’s All About ChoicesChoices

Platform 2Independent ContractorCan move from P1 to P2

after 2 yearsBuild independent

practiceFlexibility to manage

own expenses

Become part of Branch

As an Advisor:

It’s All About It’s All About ChoicesChoices

Platform 1EmployeeAttain CFP

designation

Develop specialist expertise

Assist in training

It’s All About It’s All About ChoicesChoicesPlatform 1

Specialist RolesManager CoachAssociate Vice

President (AVP)Field Vice President

(FVP)

As a Leader:Platform 2

Branch ManagerOSJ Branch ManagerAssociate Vice President (AVP)Field Vice President (FVP)

The Choice Is Up To YouThe Choice Is Up To You