About BRIAN
40+
Years Coaching
Financial Advisors
7
Average Meetings to Turn a Prospect into a Client
3
Pillars: Set Goals, Have a Plan, Accountability Partner
Brian Sullivan is the Founder of Peak Performance Advisor Consulting, bringing over 40 years of experience partnering with financial advisors across the wealth management industry. While his career centered on asset management and the distribution of investment strategies, Brian became a trusted partner to advisors nationwide by consistently delivering value-added resources at every meeting — with advisors and their clients alike.
Over four decades, Brian saw firsthand how the most successful advisors built and managed their businesses — and the pitfalls that held others back. Even in retirement, he still fields daily calls from advisors seeking guidance on tax planning, practice management, succession planning, financial planning strategies, and the markets. Today, Brian channels that experience into mentoring, coaching, and training the next generation of advisor talent.
Coaching Focus Areas
Time Management:
The 525600 Study
A proprietary week-by-week time audit that answers one
question: are you running your business, or is it running you?
Organic Growth:
The Five-Point Plan
A repeatable system built on referrals, a client advisory council, experience events, visibility, and meal meetings.
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Client and
Prospect Events
Small, ticketed experiential and educational events (10–12 guests) that turn prospects into relationships.
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New Advisor
Training
Hands-on coaching that teaches new advisors how to build relationships and convert prospects into lifelong clients.
People do business with people they like, trust, and need. Organic growth comes from intentional activity that’s consistent and repeatable.
— Brian Sullivan, Founder
Ready to build a stronger practice?
Brian Sullivan | Peak Performance Advisor Consulting
412.760.0803 | Brian@PeakPerformanceAdvisorConsulting.com | www.PeakPerformanceAdvisorConsulting.com