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About CRAIG

Craig Kirkpatrick is a nationally recognized advisor coach, consultant, and speaker who helps financial professionals integrate practical AI strategies into their daily workflow. With deep experience in advisor development and business growth, Craig focuses on turning emerging technology into simple, repeatable processes that enhance client relationships and drive measurable results. He equips advisors with the clarity and confidence to use AI as strategic advantage — without adding complexity or losing their personal touch. 

Coaching Focus Areas

#1

Practical AI for Advisors:
Simple AI workflows for emails, meeting prep, and follow-up



 

#2

Making AI Sound Like You:
Shape AI output to match your voice and stay client-ready


 

#3

AI for Growth & Referrals:
Use AI to identify prospects, prepare for meetings, and handle objections efficiently

 

Ready to build a stronger practice?

Brian Sullivan | Peak Performance Advisor Consulting

412.760.0803 | Brian@PeakPerformanceAdvisorConsulting.com | www.PeakPerformanceAdvisorConsulting.com

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