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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.

Overall Rating:   4.2 / 5

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Retail:  $29.00      

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           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Michael Sullivan - Retirement Communications Expert Michael Sullivan, CEO, 50-Plus Communications Consulting, Retirement Communications Expert        

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About this course:

Michael Sullivan, Keynote SpeakerEach generation has its own words, concepts, motivations and emotions that appeal to them based on their life stage and collective life experiences.


As individuals age, their ability to accurately, completely and quickly process information tends to decline. You need to adjust your presentation and conversations to help them understand better.


This presentation provides valuable, practical tools that help you meet their needs.


In this session you will learn how to:

  1. Deal with the age groups declines in vision and hearing, and how to recognize and offset those declines.

  2. Present complex retirement income and other solutions using more right-brain techniques (pictures, emotional words, icons, metaphors, similies and story-telling.)

  3. Focus on practical ideas and techniques that sharply increase client comprehension, answer questions effectively and move the process of understanding forward.

Michael Sullivan, CEO, 50-Plus Communications Consulting What 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

Michael Sullivan, CEO, 50-Plus Communications ConsultingYour instructor for this course is:

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.


Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research


Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.


View a brief YouTube clip of this and other courses:
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients - Michael Sullivan  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients - Michael Sullivan  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03IRRCFindGoldInGrayElearn15
Knowledge Level: 2 - Overview