Howard Burke

Observer
DISC Type : ic

Chartered Financial Consultant at Jett Financial Group

Westminster, Maryland, United States

Overview

Howard Burke is an Independent Wealth Management Advisor at Jett Financial Group. He specializes in the dynamics of investments, focusing on retirement income planning, long-term accumulation, and the transfer of wealth. He holds designations as a Chartered Mutual Fund Counselor and an Accredited Asset Management Specialist from the College for Financial Planning.

Personality Overview

Example Seeker

Curious

Value Driven

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince.

Topics They Care About

Wealth Management
As a Wealth Management Advisor, he focuses on wealth-building strategies, retirement income planning, and the transfer of wealth for his clients.
Investment Dynamics
He specializes in the dynamics of investments to help clients with immediate income needs or long-term accumulation goals.
Retirement Planning
A core part of his practice involves creating tailored retirement income plans and utilizing annuities and life insurance to secure his clients' financial future.

Media Appearances

Howard has no verified media appearances

Work History

9-2018 - 2-2023
Chartered Financial Consultant at Jett Financial Group
6-2015 - 7-2018
Wealth Management Advisor at Jett Wealth Management, PLLC
2-2010 - 5-2015
Wealth Management Advisor at MassMutual

Education

Chartered Mutual Fund Counselor from College for Financial Planning
Accredited Asset Management Specialist from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 12 Location : Westminster, Maryland, United States Job Level : N/A Designation : Chartered Financial Consultant at Jett Financial Group
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Insights For Selling To Howard

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Build rapport, it will come handy to handle hard questions later
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Howard is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Howard

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Howard move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Howard take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Howard

Personality Compatibility


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