Matthew J Burke, CFP Field Vice President. Quality Advice Financial Planning American Express Financial Advisors American Express Financial Advisors

Download Matthew J Burke, CFP Field Vice President. Quality Advice Financial Planning American Express Financial Advisors American Express Financial Advisors

Post on 23-Dec-2015

215 views

Category:

Documents

0 download

Embed Size (px)

TRANSCRIPT

  • Slide 1
  • Matthew J Burke, CFP Field Vice President
  • Slide 2
  • Quality Advice Financial Planning American Express Financial Advisors American Express Financial Advisors
  • Slide 3
  • Securities Brokerage Services Mutual Funds An Array of Products & Services Annuities Life, disability & long-term care insurance Qualified Retirement Plans & IRAs Personal trust services Investment Certificates Wrap Accounts
  • Slide 4
  • Helping clients achieve financial objectives Our Mission
  • Slide 5
  • Personal financial advisors are the key to our success.
  • Slide 6
  • Locates clients Sets appointments Meets clients Analyzes information Recommends and sells Provides service Coaches advisors An Advisor:
  • Slide 7
  • The Core of Our Business Financial Planning
  • Slide 8
  • Make a difference in peoples lives Help people achieve their dreams Develop as a professional Achieve unlimited income potential A career that rewards you
  • Slide 9
  • What Makes You Successful Number of Plans Personal Initiative Initial Earning Potential = Your Initiative Number of Clients
  • Slide 10
  • A Career with a Future What you can expect
  • Slide 11
  • Pass licensing exams Schedule hours Attend training sessions and classes What We Expect
  • Slide 12
  • Slide 13
  • We prepare you to meet these expectations. You are not on your own
  • Slide 14
  • We believe American Express Financial Advisors has one of the premier training programs in the industry. Training
  • Slide 15
  • Training Intensive training in: Financial PlanningFinancial Planning Consultative Selling SkillsConsultative Selling Skills Marketing TechniquesMarketing Techniques Client Service SkillsClient Service Skills Emotional CompetenceEmotional Competence
  • Slide 16
  • One-on-one SupportOne-on-one Support Licensing ExamsLicensing Exams Certified Financial Planner ExamCertified Financial Planner Exam Training Materials and ManualsMaterials and Manuals
  • Slide 17
  • Back OfficeBack Office Local Management TeamLocal Management Team Support Corporate OfficeCorporate Office MarketingMarketing CommunicationsCommunications
  • Slide 18
  • Clients can do business with us when, where and how they choose. Its All About Choices
  • Slide 19
  • Advisors can choose how to develop their own careers. Its All About Choices
  • Slide 20
  • 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 Platform 1 Employee Financial Advisor Employee Level income, commissions & bonuses Most expenses paid More support and structure Its All About Choices
  • Slide 21
  • 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: Its All About Choices Platform 1 Employee Attain CFP designation Develop specialist expertise Assist in training
  • Slide 22
  • Its All About Choices Platform 1 Specialist Roles Manager Coach Associate Vice President (AVP) Field Vice President (FVP) As a Leader: Platform 2 Branch Manager OSJ Branch Manager Associate Vice President (AVP) Field Vice President (FVP)
  • Slide 23
  • The Choice Is Up To You

Recommended

View more >