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Michael Sullivan, CEO

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.

 

Passion/Expertise

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


 

Finding the Gold in Gray: Keys to Serving Boomers and Older Clients - Michael Sullivan   - YouTube clip 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.

 


Position/Experience

Mike's speaking credentials are listed on the National Speakers Association website. Audiences include:

Michael Sullivan, CEO, 50-Plus Communications Consulting
  • Financial services

  • Trust department executives

  • Active retirement communities

  • Travel companies

  • Healthcare firms

  • Aging-in-place technology firms

  • Corporate human resource directors

Education/Awards

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.

 


 

Finding the Gold in Gray: Keys to Serving Boomers and Older Clients - Michael Sullivan   - Retirement InSight and Trends article 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".

 


Publications

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 Sullivan, Keynote SpeakerWhat attendees of Michael's presentations have said:

"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



Retirement Speakers Bureau - Michael Sullivan, CEO, 50-Plus Communications Consulting, Retirement Communications Expert 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.

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$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients - Michael Sullivan

Finding the Gold in Gray: Keys to Serving Boomers and Older Clients - Michael Sullivan

1 hr CFP®, CRC®, PACE CE

Acquire insight into how to present complex retirement income and other solutions to Boomers and older clients with a focus on techniques that increase their comprehension.

$39.00
InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 4th Qtr 2015 free quarterly newsletter has articles by leading retirement experts Bischoff, Macqueen, and Sullivan.
$0.00
InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- Apr 2016 articles include No Portfolio Is an Island by Blanchett, Tax Efficient Drawdowns by Horan, and Housing for Retirees by Falk
$0.00
InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The October 2016 free newsletter features articles on Housing Wealth by Shelley Giordano, Grey Divorce by Andrew Samalin, and a brief of the GAO study on retirement security.
$0.00
InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The January 2017 free quarterly newsletter features articles on Women and Retirement, Optimal Retirement Income Solutions in DC Plans, and an excerpt GAO Report on 401(K) Plans.
$0.00
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