Michael Sullivan, CEO, 50-Plus Communications Consulting, is a foremost expert at training sales staffs how to sell more to Boomers and older clients.
Michael Sullivan has spoken and conducted training for more than one million professionals in investment services and wealth management firms, including a keynote presentation to The Million Dollar Roundtable annual meeting. 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 brief YouTube clips from recent Retirement
Resource Center webinars including Michael Sullivan’s
Finding the Gold in Gray: Keys to Serving Boomers
and Older Clients.
Michael Sullivan works with firms using lifestyle issues relating to selling and servicing Boomers and older clients. He is CEO of 50-Plus Communications Consulting, specializing in helping make financial advisors wiser, more compassionate and significantly more effective advisors.
Major clients include the Bank of America, Wells Fargo, Citibank, Goldman Sachs, MetLife, The Hartford.
Mike served as head of Corporate Communications, First Union National Bank (now Wells Fargo) in Charlotte.
Mike’s speaking credentials are listed on the National Speakers Association website www.nsaspeaker.org. Audiences include:
- Financial services
- Trust department executives
- Active retirement communities
- Travel companies
- Healthcare firms
- 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. He is a recipient of the Monroe T. Gilmore award for service to seniors adults in Charlotte.
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.
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”.
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
What attendees of Michael’s presentations have said
“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
Have Michael Sullivan speak at your event!
Michael Sullivan is an experienced speaker and keynote presenter on topics pertaining to retirement and the aging Boomer population.
Please contact us today via email or phone 847-686-0440 x102 if you would like to have Michael present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.
View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:
- Age 50+ Retirement Planning
- Retirement Income Management
- Retirement Counseling Communication and Interactive Presentation Skills
Find Michael Sullivan at National Speakers Association www.nsaspeaker.org.