Sales managers, training directors and financial marketers have a unique resource in 50-plus communications consulting. Offerings that help you get your job done effectively include:

Training Programs for advisors, internal and external wholesalers, marketing staffs, telephone center personnel and front line bankers and trust officers. Most advisors and employees are young; most clients with money are old. The former must learn how to deal with the latter because the latter can choose not to deal with the former! We offer programs on Suitability for Seniors, Selling to Seniors, Booming with Boomers and Dick Ross Training Programs. E-mail us.

Mike Sullivan’s Presentations for top producer meetings, due diligence meetings, B/D conferences and other events at which you want to wow the audience. Mike is a top rated speaker at every event. E-mail us.

Value Added Programs combine powerful components to produce uniquely memorable assistance to advisors. These programs differentiate you and differentiate advisors who use them. Wholesalers love them. E-mail us.

Client Seminars built around life’s passages: the highly emotional events that dominate lives of graying adults and have the innate capacity to put money in motion. Prospects come to these seminars who would never come to a traditional investment seminar. They are tailored to sell your products. E-mail us.

Co-Branded Programs. Highly effective but very inexpensive ways to create and maintain awareness among advisors. An easy way to give something memorable to advisors with your name on it that they will keep and use. E-mail us.

Consulting Services in marketing strategy and communications for the graying adult market and its segments. Targeting and segmentation analysis, communications strategy development, wholesaler presentations, sales scripts and more. We’ll develop marketing material or critique yours. You‘ll be surprised at all the easy ways to make your materials much more effective. E-mail us.

Web Site Content dealing with life and money for advisors or consumers. Make your web site much more interesting (and sticky) for consumers with material connecting directly to the really important things in people’s lives: family, health, issues they are grappling with today and how they are going to live their lives in the future. Make it more interesting for advisors with content that helps them connect to the client’s issues. Licensed from our library of material or developed specifically for you. E-mail us.