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Advice is dead. You can get all the advice you need on the internet. You don’t need a financial advisor.
Anyone with a smart phone has virtually all of the fundamental information needed to manage their investment portfolios online. Technology has broken the levees and unleashed a torrential flood of data and conflicting expert opinions that few can process.
That’s why more than ever in history, investors need personal, face to face advice from advisors and advisory teams who:
1. Have mastered investing and insurance.
2. Understand investment psychology.
3. Know how to hold a purposeful conversation.
No one knows for certain how to lead anymore. Fast history and unrestrained on-demand communications have sapped the traditional sources of leadership authority. Today’s leaders must let go of the past, re-evaluate their style, and master next generation sources of influence at an unprecedented pace.
It’s about developing the new face of a leader: one who leads through change, challenge and adversity. In Leadership Game-Changers, Alan arms leaders with the understanding needed to set a fresh and fulfilling path to the changing future.
Questions are the secret sauce of great advisors. Great Advisors ask the right questions, listen to the answers and use their clients’ success as their measure of achievement.
Based on the book named One of the 10 Must-Read Books for Advisors and Top 10 Read on Amazon*, this presentation dives into the questions great financial advisors ask to boost money under management, increase average account size and create clients for life.
Why do client relationships matter so much? In our current business landscape the relationship between your clients and you is the key differentiator between lost revenue and accelerating growth.
In Building Profitable Client Relationships, Alan reveals the essential building blocks of profitable client relationships that endure. Audiences come out of this keynote with ideas and tools that can immediately be put into action.
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Alan Parisse made his first million in his early twenties. By his late twenties, he lost it. To rebuild his bank account and career, Alan helped Cigna, NY Life and other companies bring non-traditional products to market. He was instrumental in the creation, marketing and sales of investments that in today’s dollars would be valued […]
Alan Parisse made his first million in his early twenties. By his late twenties, he lost it.
To rebuild his bank account and career, Alan helped Cigna, NY Life and other companies bring non-traditional products to market. He was instrumental in the creation, marketing and sales of investments that in today’s dollars would be valued in the billions.
Alan’s real-world experience leveraging client relationships to prosper and lead through cycles of change in competitive environments is what sets him apart from the field. It’s this boots in the trenches experience that is at the core of every presentation Alan delivers.
2 AREAS OF SPECIALTY:
#1 Client Relationships: Helping financial services professionals attain success by growing revenue through client relationships.
Alan’s audiences gain new ideas and practical tools to achieve a competitive advantage by advancing and monetizing their existing client relationships and creating new ones.
#2: Leading through Change: Helping leaders to lead through challenge, change and adversity.
Alan’s audiences gain an understanding of the new sources of leadership – the game changes that impact influence. His unique insights and ideas are immediately actionable by audiences.
FIRST & ONLY:
Alan Parisse is the only person on the planet from financial services to be inducted into the National Speakers Association’s Hall of Fame and be named One of the Top 21 Speakers for the 21st Century.
Alan’s ideas have been quoted in numerous business publications, including: The Wall Street Journal, BusinessWeek and Barron’s.
COACH:
Presenting information and ideas in ways that create action is the fuel that accelerates careers and enhances revenue.
Those who can engage, inspire and energize audiences are seen as credible, knowledgeable and trustworthy.
Yet a speech gone wrong can destroy your image and credibility. It can easily cause you to lose business and be a barrier to advancement.
Influential leaders, financial wholesalers and advisors who are compelling speakers communicate confidence, trust and authenticity.
The ability to express ideas effectively goes a long way toward establishing oneself as believable and impactful.
For over two decades, Alan Parisse has helped his clients reach their goals by teaching them how to move audiences into action.
AUTHOR:
Alan has written and co-authored numerous books and training programs including Questions Great Financial Advisors Ask, This Is Your Time, Taking Change: Lessons in Leadership, The Great Salesperson and Power Marketing.
Alan’s articles have appeared in numerous publications including Executive Excellence, Federal Home Loan Bank Correspondent, Taxes – The Tax Magazine, Advisor Today, Medical Product Sales, Life Insurance Selling, Financial Planning Magazine, Pharmaceutical Representative, The Investment Advisor, The Real Estate Review and The Bank Investment Representative.
Alan Parisse’s real-world business-based expertise centered around developing profitable client relationships and leading through change makes his keynotes informative and inspiring. He engages audiences through the power of real-life stories and his ability to use humor to underscore points.
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Penny Zenker is The Focusologist, CSP, international motivational speaker, business strategy coach, and best-selling author. Penny founded, developed, and sold her first multi-million dollar business while living in Zurich, Switzerland. Later at the world’s 4th largest Market Research company, she managed business unit turnarounds and was a Tony Robbins business coach helping entrepreneurs around the […]
David Meerman Scott is a globally recognized expert in sales and marketing, renowned for his transformative insights and dynamic speaking engagements. With a career spanning over three decades, Scott has established himself as a thought leader, author, and consultant, influencing the way businesses approach marketing and sales. He is the author of numerous best-selling books, […]
Doug Manuel is a motivational speaker, workshop leader and musician with a deep understanding of business processes and dynamics and a special talent for bringing people together, fostering connections and establishing true collaboration. To meet the challenges of our times, his impact talks and interactive experiences are designed to energize and keep people connected at […]
Jacob Morgan is a three time best-selling author, keynote speaker and futurist who explores the future of work and employee experience. His books include The Employee Experience Advantage (2017), The Future of Work (2014), The Collaborative Organization (2012), and his forthcoming book on the future of leadership which will be released towards the end of […]
Joy Baldridge is an unstoppable force in the world of professional speaking, captivating audiences with her dynamic presence and insightful messages. Embarking on her remarkable journey at a tender age, Joy’s audacious spirit and relentless drive have made her a prominent figure in the industry. Her passion for communication and sales has propelled her to […]
Jasmine Star helps entrepreneurs build a brand and market it on social media. After quitting law school, she picked up a camera, built an internationally recognized business, and teaches others how to do the same. In addition to chasing wild dreams, Jasmine works with her husband and grumpy dog, and you’ll likely find her walking […]
Mitchell Simon delivers keynote speeches tailored to inspire your audience to take action. He speaks on leadership philosophy, team development, business development, high-performance, entrepreneurship and innovation. No matter the audience, Mitch’s speeches always garnish rave reviews. Known as “Team Coach Mitch,” Mitch is the guy called upon by global companies to go in and help […]
Shama Hyder is a visionary strategist for the digital age, a web and TV personality, a bestselling author, and the award-winning CEO of Zen Media – a global marketing and digital PR firm. She has been named the “Zen Master of Marketing” by Entrepreneur Magazine and the “Millennial Master of the Universe” by FastCompany.com. Shama […]
Meet Hannah Ubl, a dynamic force in the world of professional speaking, dedicated to transforming organizations into places where people thrive. With a passion for challenging traditional workplace norms, Hannah’s mission is clear: to create workplaces that don’t suck. As the Co-founder of Good Company Consulting, she brings a fresh perspective to the table, advocating […]
In the fast-paced world of professional speaking, Clint Pulver stands out as a multifaceted dynamo. With a captivating blend of motivational speaking, music, comedy, and an Emmy Award-winning flair, Clint is the go-to choice for organizations seeking to ignite passion, drive, and retention among their employees. As the UNDERCOVER MILLENNIAL, he brings a unique perspective […]
Polly LaBarre helps leaders make sense of and creatively respond to the forces buffeting their organizations. A bestselling author, speaker, and thinker who’s advised top global organizations, Polly’s mission for the past 20 years has been to make every kind of organization fundamentally more resilient, innovative and inspiring. Her insights embolden and equip leaders at […]
As a Corporate Culture Specialist, Greg Hawks shapes environments where everyone gets to contribute their best daily! For two decades he has mentored leaders, developed teams, crafted culture and empowered employees. As a Keynote Speaker, he is an enthusiastic character. His style, wit and energy consistently capture the attention and imagination of audiences. His forward […]
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