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speaker biographies
Speaker
MICHAEL SULLIVAN
Subjects
insurance & financial
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Michael P.
Sullivan is a keynote speaker and trainer specializing in sales and marketing
for Baby Boomers and older clients. His entertaining and involving presentations
wow financial professionals with practical advice on how to talk to Boomers and
older clients in order to be more effective.
Mike has
been a speaker at virtually every type of venue, from major national meetings to
branch offices and teleconferences. He has been a featured speaker for
organizations like the Million Dollar Round Table, National Association for
Variable Annuities, International Association of Financial Planners, and the
Bank Securities Association as well as privately sponsored industry conferences.
In
his book, The Excellent Investment Advisor, Nick Murray says, “Michael P.
Sullivan…for my money has the best handle in America on the sales/marketing of
investments to the aging.”
For product
sponsors,
Mike has trained internal wholesalers and spoken at national and regional
wholesaler meetings, due diligence and top producer meetings for advisors. A
small sampling of past sponsors includes Allstate, MetLife Investors, New York
Life, Northwestern Mutual, Pioneer Funds and Goldman Sachs.
For broker-dealers,
he has trained brokers, and spoken at top producer, annual conferences and
cluster meetings. Among many past clients are Morgan Stanley, UBS/PaineWebber,
Cadaret Grant, Capital Analysts, Financial Network Investment Corp, and Wachovia
Securities.
Mike is the author of a best-selling book, 101 Easy Ways to Increase Business
with Boomerplus Clients. His next book, Banking on Boomers, will be
available in the spring. He is a regular contributor to Horsesmouth.com and
Producers Web. He has written articles for many publications, including The
American Banker, Trust & Estates, Bank Investment Consultant and Ticker.
He previously
served as Vice President, Corporate Communications, First Union National Bank
(now Wachovia), Charlotte NC. He has a journalism degree from the University of
Detroit and an MBA from Wayne State University. He is a member of the National
Speakers Association and the American Society for Training and Development.
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56 Poquonock Avenue
Windsor, Connecticut 06095
Voice: 800-875-2893
Fax: 860-687-1062
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