Malcolm Burt Email & Phone Number

United States

Developing a Broker/Dealer sales network for private placement offerings.

Riverton, Utah

Highland, Utah

I enjoy the challenge of creating and implementing strategic growth initiatives for Utah and Idaho insurance agents in the niche market of K-12 educators. We provide financial and insurance products and services for educators as well as periphery services that enable them to focus more attention in the classroom.Strategies include: CS training, Incentive programs, Avenues of access, Business building, and Targeted Growth

Highland, Ut

I recruited and trained new agents, and furthered the growth of current agents. Recruiting came through networking and online sites. Growth came primarily from working jointly with my agents on life and investment cases, or training the new agents on Property/Casualty and Life insurance. One of my recruits was Utah's Life Rookie of the Year. Business building and targeted focus on growth areas made my Agency #2 in Utah.

State Of Utah

I accepted the invitation to move from personal production to corporate training because I saw an opportunity to broadly impact sales in Utah. I primarily taught and trained new agents on product and sales knowledge whether it was in the classroom, one-on-one, or through joint appointments. Because of my investment and legal experience, I was also in demand with the veteran agents to work complex financial and estate cases. Secondarily, I helped revamp the training curriculum including classroom, online, and mobile learning. Since Salesforce CRM was a new part of our business, I was tasked to help agents learn and integrate it into their business.

Orem, Ut

I joined Farm Bureau because I was looking for a change. I wanted to retain my client relationships but desired to move away from stock market trading and focus on my expertise of long term financial and estate planning. I recognized that adding property/casualty and life insurance would accomplish this goal and increase client retention and business revenue.After six months I was given a $720,000 property/casualty book of business as a result of my sales growth. The business was losing clients from lack of service so I hired and trained a client retention specialist and used a personalized account contact program to increase client retention from approximately 75% to 90%. Within that first year I grew the business to $1.4 million through sales and business acquisition. I also impacted client retention with selling multiple product lines to my clients. I directed business operations including compensation and training for five employees in two office locations.

Provo, Utah Area

I chose Wedbush Securities independent advisor platform to enhance specific product offerings to my clients and increase business revenue. During my time here I grew my average return on assets (ROA) from 0.9% to 1.3% using more stable investment options such as annuities and fee-based wrap accounts. I also expanded my client base by selling 401k plans to local mid-size companies.My responsibilities included marketing to obtain new clients, meeting with clients to set quantifiable goals for their portfolio growth, and reviewing my performance annually. I exceeded stated investment goals when compared to the S&P 500 benchmark over a five year average by reallocating portfolios on a quarterly basis.

Provo, Utah Area

I joined SmithBarney in August 1996 as a Financial Advisor and was "promoted" to 2nd Vice President-Investments after growing assets under management from $0 to $25 million within four years and having sales of over $340,000 in year four. My average ROA was nearly 30% better than the standard 0.7% at 0.9% because I had clients interested in actively trading stocks. I used IPO's and SO's to create investment gains in client portfolio's. My client retention was approximately 90%.As part of growing a client base from none to over 500 individuals and families, I spent hours on the phone cold-calling, I used a referral process, and I held seminars and client appreciation events. I discovered a love for public speaking and enjoyed educating people on financial issues.

Greater Salt Lake City Area

Rome, Ga

Doctor Of Law (J.D.), Law

Activities and Societies: President of the Student Bar Association 1991-1993Certified in Mediation and Conflict Resolution Law Clerk.

Bachelor Of Arts (Ba), Political Science And Government