Search....
CTRL+K
Search....
CTRL+K
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.
Contact us at Speakers Inc and follow us on Twitter
In order to view the below you must be logged in.
Andrew Busch, a distinguished economic futurist and the former 1st Chief Market Intelligence Officer for the US government, brings unparalleled expertise and insight to audiences worldwide. With a profound understanding of global economic trends and market dynamics, Andrew Busch delivers keynote addresses that enlighten, engage, and empower his audiences. Andrew Busch Andrew boasts a rich […]
Sara Sutton, known as the “Queen of Remote Work,” has revolutionized the way professionals and companies view remote employment. With over 20 years of experience in the online job market industry, she has been a pioneering advocate for flexible work environments, long before they became a mainstream necessity. Sara’s leadership and vision have not only […]
Ari Gunzburg learned about death early in life. He experienced a traumatic moment when only 10 years old, when his teacher passed away while on a hiking trip. This would affect his life deeply and change his perspective forever. Following the death of this teacher, there was trouble afoot at school for all of the […]
Alison Canavan is an internationally renowned transformational wellness coach, motivational speaker, and author, dedicated to empowering individuals to live more balanced and fulfilled lives. With a deep passion for holistic wellness, Alison has spent over a decade helping people transform their mental, physical, and emotional well-being. Her own journey through personal challenges and triumphs has […]
Trevor Noah is a globally celebrated comedian, television host, and author whose wit, charm, and insightful humor have made him one of the most influential entertainers of his generation. Born in South Africa during apartheid, Noah’s unique perspective on politics, culture, and human relationships is deeply informed by his experiences growing up as a mixed-race […]
Eric McElvenny is more than just a speaker; he’s a living testament to resilience, determination, and the power of the human spirit. As a former Marine who served his country with valor, Eric’s journey took an unexpected turn when he was wounded in Afghanistan, resulting in the amputation of his right leg below the knee. […]
Kim Lear is a prominent figure in the realm of generational patterns and demographic shifts. As the founder and content director of Inlay Insights, she spearheads groundbreaking research that unveils cultural transformations, reshaping how organizations engage both their employees and consumers. With a unique blend of data analysis, compelling storytelling, wit, and actionable insights, Kim […]
Julissa Arce is a trailblazing immigration advocate, keynote speaker, and the bestselling author of My (Underground) American Dream, her powerful memoir recounting her journey as an undocumented immigrant who rose to become a Wall Street executive. Her incredible life story highlights her perseverance and dedication to creating a more equitable and just society for immigrants. […]
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
