Alan Parisse: Client Relationship

Highlights:
Formats:
Audience:
Outcomes:
Reviews: (0 reviews)
  • Travels from: Denver, Colorado
  • **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

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

Talent FAQ

View further speakers

  • (21)
  • (5)
Jason Tharp

If you’re searching for a speaker who inspires resilience, ignites authentic self-leadership, and empowers audiences to break through impossible challenges, Jason Tharp is your go-to. A powerhouse storyteller and founder of the Beyond Hope Project, Jason brings a fresh perspective on overcoming life’s toughest roadblocks. Imagine the authenticity of Brené Brown, the self-leadership insights of […]

  • Travels from: Powell, OH
  • Resilience Speakers
  • (15)
Wendee Lee Curtis Emcee

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, […]

  • Travels from: Chicago, IL
  • Communication Speakers
  • (9)
Thom Singer

Thom Singer is your next keynote speaker. His content will make your people think and take action (and he is fun and funny as a keynote speaker). Seeking the keynote speaker for your corporate or association conference? Planning a company meeting and need a presenter with strong content from a keynote speaker with an engaging style? In […]

  • Travels from: Austin, TX
  • Motivational Speakers
  • (143)
Angela Gargano 1f - Building Strength From the Inside Out

Angela Gargano is a keynote speaker, 6x American Ninja Warrior, Miss Fitness America, 3x Covergirl biochemist-turned-coach, and founder of a global movement that’s helped thousands of women accomplish what once felt impossible, starting with their first pull-up. After tearing her ACL live on national television, Angela didn’t just recover she redefined herself. She turned a […]

  • Travels from: Austin, TX
  • Resilience Speakers
  • (11)

Col. Nicole Malachowski, USAF (Ret.) defies stereotypes. Yes, she was a jet fighter pilot, but if you think you know her based on that, you’d be wrong. A leader, a combat veteran, the first woman pilot on the Thunderbirds Air Demonstration Squadron, a White House Fellow, and an inductee into both the National Women’s Hall […]

  • Travels from: Washington, DC
  • Leadership Speakers
  • (38)
Chris Folayan

Chris Folayan is a renowned and award-winning serial entrepreneur, author and founder, celebrated for his exceptional ability to start and scale multi-million-dollar global companies. With an illustrious career spanning decades, Chris has demonstrated an extraordinary talent for investing, raising substantial capital, and building thriving businesses from the ground up. His entrepreneurial journey began at the […]

  • Travels from: Los Angeles, CA
  • Business Speakers
  • (22)
Rebecca Walker

Rebecca Walker, a prominent figure in the literary world, a dedicated advocate for diversity, and a respected voice in the LGBTQ community. With a compelling blend of personal experience, intellectual insight, and a commitment to social change, Rebecca Walker captivates audiences worldwide as both an author and a keynote speaker. About Rebecca Walker: Rebecca Walker […]

  • Travels from: New York, NY
  • Diversity Speakers
  • (12)
Rick Lewis Entertainer

Rick Lewis’s journey into the world of professional speaking and entertainment began with a passion for performance. He started as a street performer, mastering the art of captivating audiences with his charisma and humor. This early experience laid the foundation for his future success as a speaker and entertainer. Rick Lewis | Motivational Speaker As […]

  • Travels from: San Diego, CA
  • Motivational 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 2025.  Designed using Voxel

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.