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
