PPAC partners with financial advisors in the wealth management business to help them better manage and grow their business through our Practice Management Coaching, Advisor Development Programs 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.
