Michael Sullivan

Michael P. Sullivan is a keynote speaker and trainer specializing in sales and marketing for Baby Boomers and older clients. His entertaining and involving presentations wow financial professionals with practical advice on how to talk to Boomers in order to be more effective. Mike has been a speaker at virtually every type of venue, from major national meetings to branch offices and teleconferences. He has been a featured speaker for organizations like the Million Dollar Round Table, National Association for Variable Annuities, International Association of Financial Planners, and the Bank Securities Association as well as privately sponsored industry conferences. In his book, The Excellent Investment Advisor, Nick Murray says, Michael P. Sullivanfor my money has the best handle in America on the sales/marketing of investments to the aging. For product sponsors, Mike has trained internal wholesalers and spoken at national and regional wholesaler meetings, due diligence and top producer meetings for advisors. A small sampling of past sponsors includes Allstate, MetLife Investors, New York Life, Northwestern Mutual, Pioneer Funds and Goldman Sachs. For broker-dealers, he has trained brokers, and spoken at top producer, annual conferences and cluster meetings. Among many past clients are Morgan Stanley, UBS/PaineWebber, Cadaret Grant, Capital Analysts, Financial Network Investment Corp, and Wachovia Securities. Mike is the author of a best-selling book, 101 Easy Ways to Increase Business with Boomerplus Clients, His next book, Banking on Boomers, will be available in the Spring. He is a regular contributor to Horsesmouth.com and Producers Web. He has written articles for many publications, including The American Banker, Trust & Estates, Bank Investment Consultant and Ticker. He previously served as Vice President, Corporate Communications, First Union National Bank (now Wachovia), Charlotte NC. He has a journalism degree from the University of Detroit and an MBA from Wayne State University. He is a member of the National Speakers Association and the American Society for Training and Development. TOPICS KEYNOTES • Finding the Gold in Gray: Keys to Selling to your aging babyboomers and older clients • Drive-in, Drive-thrus and Drive-bys: Life Experiences and How to use it in investment sales • Know you Customer:Product Suitability and your older client: finding and keeping older affluent clients • Life and Money after 50 • How Boomer DNA will Change Financial Services • Selling to your Mother: Keys to Connecting Emotionally with your Older clients • Turning Client Life Events into Immediate Sales: Life Events Can Drive Your Business • Making the Most of Your Business Through Intergenerational Selling • Life Experience and how to use it in Investment/Insurance sales