Alan Parisse: Client Relationship

  • Highlights:
Reading time: 3 min
Reviews: (0 reviews)
  • Travels from: Denver, CO
  • **Fee range: $10,001 - $20,000

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 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

Alan Parisse | Client Relationship Expert

Videos

Interest to Book? Send us your enquiry

Speaker Contact Form

Enquiry Form

No reviews available for this post.

Talent Resources

Talent resources available for download

In order to view the below you must be logged in.

  • Powerpoint Slide – For meeting and event planners
  • Gallery Images
  • High Resolution Images
  • PDF Files
  • Books and Magazine Links
  • Music List
  • Podcast Shows
  • Courses
  • + more
Was this profile helpful?

Talent FAQ's

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.

  • Virtual speaking appearances are a cost-effective alternative to high speaking fees, often 10-50% cheaper than in-person rates.
  • There is typically no difference in fee for a 15-minute speech versus a 60-minute speech.
  • Some motivational speakers are open to discounting their fee if hired for more than one event by the same organization.
  • When browsing speakers, consider their location to keep travel costs down.
  • Personal connections to your organization or event location can increase your chances of securing a renowned speaker.
  • Be upfront about your needs and expectations to ensure a successful partnership.
  • Speaker bureaus like Speakers Inc help guide you through the booking process to negotiate the best deal with favorable terms.

Ready to find the perfect speaker for your event? Use our advanced search feature or contact us to get started today!

View further speakers

  • (40)
  • (5)
Eric O'Neill

Eric O’Neill is a renowned cybersecurity expert, former FBI counterintelligence operative, attorney, and entrepreneur dedicated to protecting organizations against the ever-evolving threat of cybercrime. With a career that blends real-world espionage with cutting-edge cybersecurity strategies, O’Neill’s expertise is unmatched in identifying and neutralizing threats before they strike. As the founder of The Georgetown Group and […]

  • Travels from: Washington, DC
  • Cybersecurity Speakers
  • (3)
  • (5)

Ben Casnocha is a dynamic figure in the realm of entrepreneurship, venture capital, and leadership. With a track record of success in Silicon Valley and beyond, he has earned recognition as an award-winning entrepreneur, author, and influential voice in the startup ecosystem. As a co-founder and partner at Village Global, a prestigious venture capital firm […]

  • Travels from: San Francisco, CA
  • Innovation Speakers
  • (48)
  • (2)
Daniel Burrus

Daniel Burrus is heralded as one of the globe’s preeminent futurist speakers on global trends and disruptive innovation. With an extraordinary ability to translate complex technological trends into actionable business insights, Burrus has become a pivotal figure in strategic consulting. His keen insights and articulate delivery have earned him accolades from prestigious publications like The […]

  • Travels from: San Diego, CA
  • Futurists Speakers
  • (30)
  • (2)
Erin Stafford

Erin Stafford is the Head of Marketing for the largest healthcare staffing company in the United States, Erin’s leadership was instrumental in the company’s phenomenal growth, overseeing the largest deployment of healthcare personnel in history. With a remarkable track record that includes growing the company by nine fold within just two years, Erin has established […]

  • Travels from: San Diego, CA
  • Leadership Speakers
  • (21)
Jess Todtfeld

Electrifying speaker Jess Todtfeld has an incredible talent for inspiring audiences: his magnetic speeches are entertaining and teach audiences how to gain more results in various fields. With more than 20 years of experience in the media industry, Todtfeld helps CEOs, spokespeople, authors, experts and public relations representatives with achieving real results. From the beginning of his career, […]

  • Travels from: New York, NY
  • Communication Speakers
  • (18)
Glow performers

The Mesmerizing World of LED Light Glow Performers for Conference Events — the dazzling allure of LED light glow performers. These extraordinary artists seamlessly blend technology and artistry to create a visually stunning and immersive experience that captivates audiences. As the lights dim and the LED glow takes center stage, attendees find themselves transported into […]

  • Travels from: New York, NY
  • Speciality Acts
  • (190)
Nick Vujicic

Meet Nick Vujicic… Born in 1982 in Brisbane, Australia, without any medical explanation or warning, Nicholas Vujicic (pronounced Vooey-cheech) came into the world with neither arms or legs. There was no medical conclusion as to why he was born this way, but in spite of his physical limitations, his courage and tenacity for life have […]

  • Travels from: Los Angeles, CA
  • Inspirational Speakers
  • (23)
  • (3)
Kyle and Brent Pease

In a world filled with inspiring stories of perseverance and triumph, the journey of Kyle and Brent Pease stands out as a testament to the power of determination, inclusion, and the unbreakable bonds of brotherhood. These two brothers have defied the odds, surmounting incredible challenges to become an inspiration to countless individuals around the world. […]

  • Travels from: Atlanta, GA
  • Inspirational Speakers
Disclaimer
The profiles and images embedded on these pages are from various conference entertainers and other talent.

These remain the property of its owner and are not affiliated with or endorsed by Speakers Inc.

Fee ranges where listed on this website are intended to serve as a guideline only.

All talent fees exclude VAT, travel and accommodation where required.

Subscribe to our Newsletter and get connected:

Your subscription could not be saved. Please try again.
Your subscription has been successful.

Newsletter

Subscribe to our newsletter and stay updated.

We use Brevo as our marketing platform. By submitting this form you agree that the personal data you provided will be transferred to Brevo for processing in accordance with Brevo's Privacy Policy.

Our Mission:

We are your partner creating memorable and engaging experiences that go beyond the event itself.

© All rights reserved 2026.  Designed using Voxel

AI Assistant
Speakers Inc Logo 2024
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.