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.
Kathy Caprino, M.A., stands at the forefront of empowering women in their careers and leadership journeys. As an internationally-recognized women’s career and executive coach, writer, leadership trainer, and sought-after speaker, Kathy embodies a unique blend of corporate expertise, coaching prowess, and therapeutic insight. With a career spanning 18 years as a corporate executive and 15 […]
A 6-time award-winning keynote speaker Meredith Breitstein tours the world encouraging leaders to step into their destiny, walk through fear, and SHINE by finding their courage. She specializes in helping teams, and her audiences speak up, stand out, and command a room with their presence. After coaching thousands of leaders she has learned there are 5 steps all […]
DJ Melione is a trailblazing Asian-American hip-hop artist whose talent, passion, and relentless pursuit of excellence have made her a standout figure in the music scene. Hailing from Southern California, DJ Melione is not only a captivating performer but also a gifted songwriter who crafts her own music, ensuring her work resonates with authenticity and […]
In a world where business leaders are lauded for being cutthroat, Marcus does it all with heart and compassion for the people, process and product he aspires to elevate. But as with many success stories, his road has not always been an easy one. If you or your client is looking for an interactive Business […]
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 […]
In the ever-evolving landscape of healthcare, innovation and expertise are paramount. Dr. Daniel Kraft stands at the forefront of this dynamic field as a Stanford and Harvard-trained physician-scientist, inventor, entrepreneur, and innovator. With over 25 years of experience in clinical practice, biomedical research, and healthcare innovation, Dr. Kraft has made significant contributions to the advancement […]
Sarah Dandashy has earned her reputation as one of the world’s leading concierges, having worked in some of the most prestigious hotels globally. With over 15 years of experience in the luxury hospitality industry, Sarah has been consistently recognized for her ability to deliver unparalleled service and create memorable guest experiences. Her transition into event […]
Chris Voss, a celebrated keynote speaker, author, and former FBI Lead International Kidnapping Negotiator, brings a wealth of negotiation expertise and insights to audiences worldwide. Known for his powerful presentations on the science of influence and high-stakes negotiation, Chris has successfully transformed complex negotiation strategies into actionable, real-world tactics for leaders, executives, and teams. Chris […]
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
