Michael Sullivan, CEO
Michael Sullivan, CEO, 50-Plus Communications Consulting, is a foremost expert at training sales staffs how to sell more to Boomers and older clients. He has spoken and conducted training for more than 900,000 professionals in investment services and wealth management firms, including a keynote presentation to The Million Dollar Roundtable annual meeting.
Michael Sullivan works with firms using lifestyle issues relating to selling and servicing Boomers and older clients. As CEO of 50-Plus Communications Consulting, he specializes in helping make financial advisors wiser, more compassionate and significantly more effective.
Major clients include the Bank of America, Wells Fargo, Citibank, Goldman Sachs, MetLife, The Hartford. Mike lists among his specialties:
Sales force training and coaching
Call center agent training
"Seniors-friendly" certification of agents and customer contact personnel
Creating sales scripts
Producing professional lead-generation seminars
Speaking at due diligence and regional meetings and public relations training
View YouTube clips from recent Retirement Resource Center webinars including Michael Sullivan's Finding the Gold in Gray: Keys to Serving Boomers and Older Clients.
Mike's speaking credentials are listed on the National Speakers Association website. Audiences include:
Trust department executives
Active retirement communities
Aging-in-place technology firms
Corporate human resource directors
Michael Sullivan He has a journalism degree, University of Detroit and an M.B.A., Wayne State University. Mike served as head of Corporate Communications, First Union National Bank (now Wells Fargo) in Charlotte. He is a recipient of the Monroe T. Gilmore award for service to seniors adults in Charlotte.
Read a summary transcript of Michael Sullivan's presentation Finding the Gold in Gray: Keys to Serving Boomers and Older Clients in the December, 2015 issue of "Retirement Insight and Trends".
Mike has written seven how-to books, e-manuals and guides for selling to Boomers, including 101 Easy Ways to Increase Business with Boomerplus Clients and Banking on the Mature Market. Mike is a monthly columnist for www.retirementhomes.com where you can find more than 60 of Mike's columns. He serves as a member of GRANDmagazine Advisory Board, the on-line magazine for grandparents.
Most Requested Presentations
Key Presentation: Selling Retirement Income Products to Boomers
Finding the Gold in Gray: Keys to Selling To Boomers and Older Clients
Life Events and How to Use 30 that Move Money
Know Your Customer: Product Suitability and Finding and Keeping Older Affluent Clients
"Michael P. Sullivan, for my money, has the best handle in America on the sales/marketing of investments to the aging."
-Nick Murray in his book, The Excellent Investment Advisor
“I have used Mike for many MetLife presentations at keynote sessions, regional meetings and branch office broker/dealer meetings. Audiences immediately connect with him. His speaking reviews are excellent.”
-Steve Clifford, Met Life
“It’s been a joy working with Michael Sullivan on our eBook, “Increase Your Income Selling to Bank Trust Officers and Other Trusted Advisors.” The combination of Mike’s knowledge of banking and the trust business with his expertise in communicating with Baby Boomers made this book special.”
-Stephen Tweed, Seniors Industry CEO
“Mike is an extremely knowledgeable person as it relates to 50+ workers, the changes we go through when we age and many other topics related to people age 50+. Mike is also a very polished professional speaker/presenter. I can’t recommend him enough.”
-Dan Owens, Retirement Authority
“His presentation is loaded with excellent research information regarding the Boomer market. I also referred Mike for a speaking program on the same topic. Wonderful results!”
-Melanie Juge Retirement Consultant
“No one delivers more about the most important generational market target. I can use it with my Boomer-age clients, and I can use it to help me understand and communicate with my aging parents.”
-AXA National Sale Manager
“Fresh, needed and vital! He’s full of insightful ideas and practical help for financial advisors. Mike Sullivan is the definitive source for selling to senior adults. His statistics and clear, concise ideas drive home the important points needed to be successful with the Boomer age group.”
-Million Dollar Roundtable Annual Meeting Chairperson
“He understands the interaction of physiology and psychology….and its effect on financial decision-making. He’s brilliant, experienced, seasoned and pragmatic. His presentation is an invaluable resource for understanding the changing dynamics of client relationships and building a more successful business in a world of unprecedented change.”
-Matt Coben, Transamerica Annuities
Michael Sullivan, CEO, 50-Plus Communications Consulting, Retirement Communications Expert, is available to do presentations on a variety of topics for your retirement professional development or consumer events.
Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.