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.
Howard A Lim is a dynamic and esteemed figure in the realm of business and branding strategy, renowned for his unparalleled expertise and innovative approaches. As an award-winning strategist, prolific speaker, and trusted advisor to organizations worldwide, Howard has left an indelible mark on the industry landscape. With a passion for empowering entrepreneurs and businesses […]
Kelly McDonald is a nationally recognized marketing expert, with deep specialization in diversity marketing and business trends. She was named #1 on Successful Meetings magazine’s list of “26 Hot Speakers.” Kelly is the author of How to Market to People Not Like You and has been featured on CNBC, in BusinessWeek, on CNNMoney.com and on Sirius/XM Radio. She works […]
Dr. Dennis Cummins is an internationally-acclaimed speaker, trainer, and #1 Best Selling Author of Turning Terrible into Terrific. He has been sharing his real-world strategies for business mastery and leadership communication from the stage for more than a decade. His quick-witted, straight-talking, no-nonsense style offers an entertaining dose of reality with heart. Despite his successes […]
Tanya Menon is a renowned leadership strategist and keynote speaker who helps organizations and teams bridge the gap between where they are and where they need to be. With a focus on leadership development, team dynamics, and organizational culture, Tanya has spent decades studying human behavior in organizations. She empowers leaders to make strategic decisions […]
Julie Smolyansky is the dynamic President and CEO of Lifeway Foods, a pioneering company in the production of kefir and probiotic-rich foods. At just 27 years old, she became the youngest female CEO of a publicly traded company, transforming Lifeway into a leader in the health and wellness industry. With her vision and leadership, the […]
Jeff Kortes is a dynamic and engaging speaker renowned for his expertise in employee retention and recruitment strategies. With over two decades of experience in human resources and leadership roles, Jeff brings a wealth of practical knowledge and insightful perspectives to his presentations. His engaging speaking style, coupled with his passion for helping organizations build […]
Born in his native Scotland, Jordan Campbell excels in engaging audiences in a professional & interactive fashion – in Atlanta & across the USA. An award-winning Event & TV Host, Emcee & Auctioneer, Jordan loves to connect with guests in a professional & lively fashion. Having spoken in front of the British Royal Family & […]
Tessa Todd Morgan is a mindfulness expert, personal growth coach and accredited trainer in Emotional Intelligence. As the Founder and CEO of TRIESSENCE, Tessa has coached hundreds of individuals and organizations to achieve a balance of physical, mental and spiritual wellness. Tessa Todd Morgan is a mindfulness expert, personal growth coach and accredited trainer in […]
No results available
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