“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 P. Sullivan is a keynote speaker and trainer specializing in sales and marketing to Baby Boomers and older clients. His entertaining and involving presentations wow financial professionals with practical advice.
For product sponsors, Mike has trained wholesalers and spoken at national and regional meetings. Past sponsors includes MetLife Investors, New York Life and Goldman Sachs.
For broker-dealers, he has trained brokers, and spoken at top producer meetings. Past clients include Morgan Stanley, Bank of America and Wells Fargo Securities.
Mike is the author of a best-selling book, 101 Easy Ways to Increase Business with Boomerplus Clients.
He served as Vice President, Corporate Communications, First Union National Bank (now Wells Fargo), Charlotte NC. He has a journalism degree, University of Detroit and MBA, Wayne State University. He is a member of the National Speakers Association.