PPAC partners with financial advisors in the wealth management business to help them better manage and grow their business through our Practice Management Coaching, Professional Development & Training, and a Speakers Bureau for client and prospect events.
Brian Sullivan
Brian became a valued partner to many advisors because of the value added resources he delivered every time he met with an advisor or their clients. Brian saw firsthand for over four decades how successful advisors managed their business and the pitfalls they encountered along the way. Even in retirement Brian received calls daily from advisors with questions about tax planning, practice management, succession planning, financial planning strategies and the financial markets.
Founder,
Peak Performance Advisor Consulting
With over 40 years of experience partnering with financial advisors in the wealth management industry, Brian is a mentor, coach, trainer and partner to financial advisors, specializing in asset management business and distribution of investment strategies.
Testimonies
Peak Performance designed and facilitated a two-day workshop for our top financial advisors, with the goal of sharing best practices, challenging perspectives, and generating ideas to strengthen their businesses. Brian Sullivan and the Peak Performance team exceeded our expectations.
The workshop struck the right balance of practical and technical content while creating meaningful, authentic peer-to-peer discussion. The response afterward was exceptional, with several advisors describing it as one of the best professional development events they had ever attended.
If you are looking to create an experience that combines collaboration, practical business insights, and lasting impact for high-performing professionals, I would strongly recommend Peak Performance.
Dominic Prioli
We engaged Peak Performance in 2026 to bring greater focus, organization, and effectiveness to our business, and their impact has been exceptional. Their practical guidance helped us strengthen client relationships, clarify team roles, and create greater structure and accountability across the firm—contributing to a 52% increase in revenue over the past 12 months. I highly recommend Brian and Bill.
