“Your presentation
changed my practice and my life.”
— Financial Advisor
Boston, MA
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 Audiences
love Mike Sullivan because he delivers the Three Es of presentations every
time: Entertainment, Education and Excitement.
- Everyone loves him because of the warmth, humor and involvement of
his presentations.
- Advisors and financial marketers love him because of what they learn.
- All audiences love him because of the excitement that comes from suddenly
realizing how they can improve their performance with aging baby boomers
and older clients.
For sales managers, wholesalers and meeting planners, Mike's presentations
are a sure thing because he receives the highest grades
from audiences everywhere he speaks.
- At top producer and due diligence meetings
- Inside wirehouse offices
- At B/D meetings
- At national meetings of organizations like
The Million Dollar Roundtable, the IAFP and NAVA
- At training programs
See descriptions below of Mike’s two most popular
presentations.
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Focusing on Older Adults
Finding Gold in Gray:
Keys To Selling and Serving Aging
Baby Boomers and Older Customers
Over 100,000 financial professionals have learned to work with
older customers more effectively and produce more sales from this
never-to-be-forgotten presentation.
Key points covered include:
- Identifying and eliminating myths and stereotypes that get in
the way of effective communications.
- Understanding how physical and sensory changes affect behavior
-- and what financial professionals should be doing in response.
- New face-to-face, telephone, and direct mail skills that increase
production and customer satisfaction.
- Understanding behavioral drivers -- hot buttons -- that motivate
decisions and how to mobilize them.
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Focusing on Generational
Differences
Drive-Ins, Drive-Thrus, and
Drive-Bys - Life Experience and
How to Use it in Financial Sales
Older adults, Boomers, and Generation X had different life experiences
and therefore now have different attitudes. This presentation shows
how to tap those different experiences to build better relationships
with customers in each generation - and produce more sales.
A terrific value-added program, the presentation is a fascinating
look at:
- How aging and life experience affect attitudes
- How those attitudes differ among generations
- How those attitudes produce different hot buttons
- Words, phrases and ideas that work with different generations
- How to connect specific product features and benefits to life
experience, attitudes and hot buttons.
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Contact
Mike today to schedule your next important meeting.
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