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
In order to view the below you must be logged in.
Chad Foster is a billion-dollar revenue generator, a visionary innovator in the tech world, and a job creator who redefines what it means to succeed. What sets him apart even more? He’s blind. Far from being a limitation, his loss of eyesight as a young adult transformed him into a powerful advocate for resilience and […]
As the founder and owner of Follow Your Heart, LLC., Stephanie Battaglino is an internationally recognized speaker, workshop presenter, trainer, author, coach, and workplace diversity, equity, and inclusion consultant. A major voice in the LGBTQ+ workplace equality movement with emphasis on transgender and non-binary individuals, Stephanie casts a bright light on all of the pertinent […]
Chef Sean Sherman has dedicated his career to supporting and promoting Indigenous food systems and Native food sovereignty. Sean’s cooking style is based on pre-colonial Indigenous food systems, using only ingredients that are native to North America. His menus are inspired by the seasons and the land, featuring traditional ingredients like bison, hand-harvested wild rice, […]
Tracey Spicer is a prominent figure in Australian journalism, celebrated for her impactful work as a journalist, broadcaster, author, and advocate for gender equality. With multiple Walkley Awards to her name, Spicer’s career spans across various media platforms, including television, radio, and print. Beyond her journalistic achievements, she is renowned for her advocacy efforts, particularly […]
Never afraid to go try new genres, DJ BritLee emotive musical selections are his own therapy. Having grown up on his father’s eclectic combination of funk music (George Clinton, Morris Day), European electronica (Kraftwerk, Tangerine Dream), synth-infused 80s music (Depeche Mode, Gary Numan, Human League)… all which became infused with his own love for various […]
In the realm of professional emcees, there are few who embody the essence of warmth, authenticity, and charisma quite like Melanie Lawson. With a career spanning over two decades in the television industry, Melanie has not only garnered acclaim as an Emmy Award-winning journalist but has also established herself as a sought-after professional emcee, moderator, […]
Porsha Williams is known for her comedic verve and quick-witted screen presence, the Real Housewives of Atlanta star has emerged as one of the most prominent celebrity voices against police violence in the past year. From marching on the frontlines of Black Lives Matter protests to speaking out against systemic racism to her over six million social […]
Troy Hazard stands as a seasoned navigator, having weathered storms of both failure and triumph. With a track record spanning over two decades, he epitomizes resilience and entrepreneurial acumen, having founded and cultivated twelve ventures. From the brink of financial ruin to the pinnacles of success, Hazard’s journey embodies the essence of strategic risk-taking and […]
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
