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Keynote Speaker Michael P. Sullivan
Michael P. Sullivan
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Michael P. Sullivan

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Summary of Michael P. Sullivan

Michael P. Sullivan is a keynote speaker and trainer specializing in sales and marketing for Baby Boomers and older clients. He is the founder of 50-Plus Communications Consulting and a well-known and highly regarded public speaker on financial services and the aging population. His entertaining and involving presentations provide financial professionals with practical advice on how to talk to Boomers clients in order to sell more effectively. Mike is co-author of a best-selling book 101 Easy Ways to Increase Business with Boomerplus Clients, and 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.

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Michael 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 clients in order to sell more effectively.

Mike has spoken to more than 550,000 financial advisors, brokers, insurance agents and bank personnel. His presentations focus on two major groups of clients: pre-retirees, who are three to ten years away from retirement, and clients in their late 60's and older who need income.

Mike has been a speaker at virtually every type of event, from major national meetings to branch offices and teleconferences. He has been a featured speaker for organizations like the Million Dollar Round Table, the National Association for Variable Annuities, the International Association of Financial Planners, LIMRA and the Bank Securities Association as well as privately sponsored industry conferences.

Mike is co-author of a best-selling book 101 Easy Ways to Increase Business with Boomerplus Clients and 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 also co-wrote the handbook Banking on the Mature Market for the American Bankers Association.

Mike previously served as Vice President, Corporate Communications, First Union National Bank (now Wells Fargo) in 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 serves as Past Chairman, Council on Aging, Charlotte. In 2005, Mike was honored with the Monroe Gilmour award for his contribution to the aging population in Charlotte.

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The Gold in Gray
Keys to Selling to Boomers and Older Clients

More than 450,000 advisors have learned to work with clients in their 50s, 60s, 70s, and older more effectively and to produce more sales from this here's-how-you-do-it presentation. Clients in this age group are the core of most advisors' books of business, and they are the fastest growing demographic group for investment and insurance professionals today.

This presentation includes three key elements:

  1. Information on how and why older adults differ from younger people in terms of changes in biology, psychology, and life experience.
  2. How those changes affect the sales process and specific actions an advisor can take to improve client relationships, manage clients and increase sales and referrals.
  3. Practical tips for advisors to deepen client relationships and create more business

How Boomer DNA Will Change Healthcare
Creating More Satisfied Patients

Nearly 76 million Baby Boomers are reaching the age when health and healthcare really begin to matter. The characteristics of the Boomer generation—what has been called its generational DNA—are likely to have the most profound effect on American healthcare. Effective satisfaction of this Boomer population as patients will require a special set of communications and service skills few health services personnel have. Medical centers and other healthcare facilities will need to satisfy the unique needs of Boomers by changing what their organizations do, what they say, and how they say it. Doing so successfully will likely increase your levels of patient satisfaction.

This presentation explains the ways in which Boomer attitudes about youth and age, having a sense of control, and the possibility of change affect their expectations of healthcare centers and providers. Mike outlines the ways in which medical centers can address these attitudes through service options and patient-focused initiatives to create greater patient satisfaction and adapt to today's healthcare needs.

Michael Sullivan 101 Easy Ways to Increase Business with Boomerplus Clients by Michael P. Sullivan

Michael Sullivan 101 Easy Ways to Increase Business with Boomerplus Clients

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