Alan Parisse: Client Relationship

    Alan Parisse
    • 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.

    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

    • (27)
    Shama Hyder - Image 09 (January 27, 2026)

    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 […]

    • Travels from: Miami, FL
    • Branding Speakers
    • (10)
    Steve Lerch - Image 01 (April 23, 2026)

    Steve Lerch is an award-winning international public speaker, consultant, and former Google Executive, and has become a highly respected voice in the world of digital strategy, marketing, consumer behavior, and innovation. While at Google, Steve served as a digital strategy advisor to prominent brands like GoPro and Roku, respected non-profits like the YMCA and Save the […]

    • Travels from: Washington, DC
    • Artificial Intelligence
    • (37)
    Alan Stein, Jr - Image 10 (April 3, 2026)

    Alan Stein, Jr. is a renowned performance coach, leadership expert, and keynote speaker who empowers organizations to reach their full potential. With a wealth of experience working with top athletes and corporate leaders, Alan brings a unique blend of insights and strategies to drive organizational excellence. Through his dynamic presentations and actionable techniques, Alan inspires […]

    • Travels from: Gaithersburg, MD
    • Motivational Speakers
    • (19)
    Alex Molden - Image 06 (April 7, 2026)

    Alex Molden, a dynamic and seasoned speaker, brings a unique blend of entertainment, inspiration, and practical solutions to the corporate world. With a remarkable background spanning from his days as a first-round draft pick in the NFL to his diverse experiences in various industries, Molden has honed his expertise in team collaboration, communication, and transparency. […]

    • Travels from: West Linn, OR
    • Motivational Speakers
    • (14)
    Ray Kurzweil - Image 01 (March 3, 2026)

    Ray Kurzweil is considered to be one of the world’s leading inventors, thinkers, and futurists, with a 30-year track record of accurate predictions. Ray Kurzweil was the principal inventor of the first CCD flatbed scanner, the first omni-font optical character recognition, the first print-to-speech reading machine for the blind, the first text-to-speech synthesiser, the first music synthesiser […]

    • Travels from: Boston, MA
    • Futurists Speakers
    • (25)
    DJ Tim Lacatena

    DJ Tim Lacatena, a DJ, Saxophonist, and Emcee based in Los Angeles. From Super Bowl LVII to Villa Medici in Rome to tech conferences in Silicon Valley, his aim as a DJ is to ensure audiences have an unforgettable and electrifying night! With over a decade of experience in the world of high-end events, Tim […]

    • Travels from: Los Angeles, CA
    • Mobile DJ
    • (22)
    • (4)
    Sarah Wells - Image 02 (April 21, 2026)

    Sarah Wells is an Olympic 400m hurdler, Pan Am Games silver medalist, and powerhouse keynote speaker whose high-voltage energy and authentic storytelling have electrified audiences across the globe. From the track to the stage and even the set of The Amazing Race, Sarah’s journey is a masterclass in resilience, bold ambition, and redefining what excellence […]

    • Travels from: Seattle, WA
    • Sporting Speakers
    • (42)
    Angelica Malin - Image 03 (March 17, 2026)

    Angelica Malin Speaker is a dynamic and versatile professional emcee, author, awards host, and keynote speaker who bridges the bustling cities of New York and London. Known for her boundless energy and infectious enthusiasm, Angelica transforms live events into unforgettable experiences, leaving a lasting impression on audiences worldwide. Her charisma and professionalism have made her […]

    • Travels from: New York, NY
    • Event Emcee
    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.

    Speakers Inc.

    Connecting you with the perfect speaker.

    We connect you with world-class speakers to create impactful, memorable events.

    Find the Perfect Speaker

    Tell us about your event and we’ll match you with the right speaker.

    © 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.