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Keynote Topics
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.
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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Scott McKain, a luminary in the field of distinction. Internationally renowned, Scott is not just a speaker; he’s a beacon of distinction, guiding individuals and organizations towards unparalleled success. With a captivating style and profound insights, Scott McKain has left an indelible mark on audiences worldwide. Let’s delve into the extraordinary journey and expertise of […]
Coach Donnie Campbell is not just a math teacher and high school basketball coach from Kansas; he’s a catalyst for inspiration and a testament to the profound impact a mentor can have on shaping lives. His journey from obscurity to prominence began in the late 1990s when he coached Jason Sudeikis, now a renowned actor […]
Lior Arussy stands as an eminent figure, revered worldwide for his profound insights into Customer Experience and Strategy Execution. A luminary in his field, Lior embodies the convergence of visionary thinking, consulting prowess, and an unyielding commitment to transformative change. With over two decades of experience, he has spearheaded over 200 corporate transformations globally, earning […]
Lt. Col Jason O. Harris is a highly decorated officer and seasoned pilot in the United States Air Force, recognized for his leadership, strategic vision, and commitment to excellence. With over two decades of military service, Lt. Col Harris has accumulated a wealth of experience that transcends the boundaries of conventional leadership. His dynamic approach […]
Lisa X Walden is a trailblazer in workplace transformation, celebrated for her ability to create people-first cultures that inspire collaboration, innovation, and purpose. As a renowned speaker, consultant, and co-founder of Good Company Consulting, Lisa empowers organizations to rethink their strategies, prioritize authenticity, and eliminate the “Sunday scaries.” Her dynamic presentations blend actionable insights with […]
“Peace Pilot” Robert DeLaurentis is an aviation circumnavigator, author, speaker, pilot, real estate entrepreneur, philanthropist, and Navy Gulf War veteran. He is the founder of the “Citizen of the World for the World” global peace movement to connect humanity through the wonder of flight and the power of courageous action. His books include the best-selling […]
Kelly Swanson is an award-winning storyteller, comedian, motivational speaker, Huffington Post Contributor, and cast member of The Fashion Hero television show airing on Amazon Prime. She is also author of Who Hijacked My Fairy Tale, The Land of If Only, The Story Formula, and The Gutsy Girls Pocket Guide to Public Speaking. She was a […]
Christopher Kai is the world’s leading authority in story-based leadership where he breaks down the science on why story-based leaders like Steve Jobs are the most admired innovators in the world. He is the founder & CEO of The Mathem Group, a Beverly Hills-based leadership training firm, a Fortune 100 global speaker, #1 global bestselling […]
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