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 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.
Contact us at Speakers Inc and follow us on Twitter
Speaker fees can vary depending on factors such as expertise, demand, and event specifics. While some speakers may charge a flat fee for their services, others may have hourly rates. It’s best to discuss fee structures directly with the speaker or their representative to understand the pricing model.
Keynote speeches typically range from 30 to 90 minutes, with the duration determined by the speaker’s expertise, the event’s agenda, and audience preferences. Keynote speeches often include a combination of inspirational stories, practical insights, and actionable advice tailored to the event’s theme or objectives.
The scale of the event and audience size can indeed impact a speaker’s fee. Larger events with a broader reach or higher attendance may command higher fees due to increased exposure and demand. Conversely, smaller events or niche audiences may offer opportunities for more flexible pricing arrangements.
Travel expenses such as transportation, accommodation, and meals are typically negotiated separately from the speaker’s fee. These costs vary depending on the speaker’s location, travel distance, and event duration. It’s important to clarify travel arrangements and expenses during the booking process to avoid misunderstandings.
Many speakers require a deposit to secure a booking, with the remaining balance due closer to the event date. Deposits are often non-refundable and serve as a commitment from both parties. It’s advisable to discuss deposit requirements and payment terms with the speaker or their representative when finalizing the booking.
Ready to find the perfect speaker for your event? Use our advanced search feature or contact us to get started today!
In order to view the below you must be logged in.
Liz Bohannon is a dynamic and influential leader whose impact resonates deeply across the realms of customer service and leadership. As the co-founder and CEO of Sseko Designs, Liz has championed a unique approach to ethical business practices and leadership that intertwines social impact with entrepreneurial success. Her compelling journey from a Peace Corps volunteer […]
Erik Qualman, also known as “Equalman,” is a renowned keynote speaker, bestselling author, and digital leadership expert who has made a significant impact in the realms of digital transformation and social media. With a unique blend of storytelling, humor, and actionable insights, Erik has captivated audiences worldwide, helping organizations navigate the ever-evolving digital landscape. His […]
Chris Dyer is a dynamic leader and globally recognized authority on leadership, company culture, and business growth. With a career marked by innovation and purpose, Chris has transitioned from opening high-end hotels in Hollywood to becoming a highly sought-after consultant, speaker, and author. His unique ability to foster thriving cultures and develop purpose-driven leadership has […]
Dr. Astrid J. Scholz is co-founder and CFO/COO of Armillaria, a tech-for-good company that creates digital infrastructure for more effectively and equitably mobilizing data, people, and capital towards addressing the most urgent challenges of our time. Astrid Scholz | Serial Entrepreneur Integrating contemporary innovations in technology, finance, and law, Armillaria is focused on the development […]
Wendee Lee Curtis is a seasoned Broadway performer turned motivational keynote speaker, emcee, and moderator. With over a decade of experience captivating audiences, Curtis has brought her powerful stage presence, magnetic charisma, and expertise in corporate communications to Fortune 500 companies worldwide. A favorite among industry giants such as Eli Lilly, Pfizer, Roche, and CrowdStrike, […]
Emmitt Smith is more than a football legend; he’s a multifaceted entrepreneur, bestselling author, and sought-after motivational speaker. With a career that spans beyond the gridiron, Smith has cemented his legacy as one of the most influential figures in both sports and business. Emmitt Smith | Football Legend From his record-breaking achievements on the football […]
First Sergeant Matt Eversmann’s harrowing experience during the Battle of Mogadishu, famously depicted in “Black Hawk Down,” has become a testament to courage and leadership under fire. His story not only highlights the chaos of combat but also underscores the profound lessons of duty and resilience that are essential in both military and civilian life. […]
Joe Roberts, famously known as “The Skidrow CEO,” has one of the most powerful personal stories in the speaking world. His journey from living on the streets of Vancouver’s skid row to becoming a successful entrepreneur, author, and keynote speaker demonstrates a profound transformation of both character and circumstance. Joe has faced catastrophic failure firsthand, […]
These remain the property of its owner and are not affiliated with or endorsed by Speakers Inc.
All talent fees exclude VAT, travel and accommodation where required.
Our Mission:
© All rights reserved 2025. Designed using Voxel
