Alan Parisse: Client Relationship

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 […]

Travel & Fee Range:**

  • 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 […]

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 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

View further speakers

  • (92)
Paula Zahn

A 30-year news veteran, journalist Paula Zahn is executive producer and host of Discovery ID`s On the Case with Paula Zahn. Paula is also the co-host of Sunday Arts, a weekly television magazine for news covering the arts in New York City. She also hosted the highly acclaimed two hour documentary for PBS called The Retirement Revolution, taking […]

  • Travels from: New York, NY
  • Motivational Speakers
  • (68)
  • (2)

With his unique approach to leadership and an unwavering commitment to helping people find their purpose, Brant Menswar has left an indelible mark on the world of business and personal development. In this profile, we will delve into the life and work of Brant Menswar, exploring his journey, his philosophy, and the impact he has […]

  • Travels from: Senoia, GA
  • Organizational Culture
  • (22)
Jazmine Rogers

Jazmine Rogers is a tremendously passionate performer. Originally from Memphis, Tennessee and the third of six children, she’s found herself in California due to the lifestyle of a military child. Nevertheless, Jazmine found it a great opportunity to dive into what her heart beats for… entertainment. Highly competent in various art forms, Jazmine enjoys singing, dancing, modeling, and acting. […]

  • Travels from: Riverside, CA
  • Singers
  • (64)
Jonas Koffler

Jonas Koffler is the New York Times and Los Angeles Times bestselling co author of HUSTLE: The Power to Charge Your Life with Money, Meaning, and Momentum (Rodale, Penguin Random House Books), which Fortune called “a must-read.” It has been published in more than 10 countries. Having recovered from a stroke in his 20s, Jonas is a […]

  • Travels from: Austin, TX
  • Futurists Speakers
  • (51)
Leah Busque Solivan

Leah Busque Solivan is not just a speaker; she’s a visionary entrepreneur who has redefined the way we approach productivity and task management. As the founder of TaskRabbit, she revolutionized the gig economy, empowering individuals to outsource errands and tasks with ease. Leah’s journey from a software engineer at IBM to a pioneering businesswoman showcases […]

  • Travels from: San Francisco, CA
  • STEM Speakers
  • (21)

Ross Shafer is one of the most sought after keynote speakers and seminar leaders on the subjects of Customer Urgency and Empathy, Personal Motivation, Reinvention, and Market Relevance. He has authored nine business books yet also won international stand-up comedy competitions. He’s earned six TV Emmys as a network talk and game show host yet […]

  • Travels from: Lone Tree, CO
  • Motivational Speakers
  • (42)
Julia Collins

Julia Collins is a trailblazing figure in the world of technology and entrepreneurship, making history as the first Black woman to achieve “unicorn” status with her tech company. As the Founder and CEO of Planet Forward, she has garnered international acclaim for her innovative approach to addressing climate change through technology. With a unique blend […]

  • Travels from: San Francisco, CA
  • STEM Speakers
  • (17)
Ellie Shefi

Ellie Shefi epitomizes resilience and determination. Despite enduring a lifetime of challenges, including abuse, homelessness, cancer, and ongoing health struggles, Ellie has consistently defied the odds and embraced a life of empowerment and service to others. Her journey is a testament to the power of mindset, resilience, and resourcefulness. As an attorney, entrepreneur, best-selling author, […]

  • Travels from: Nashville, TN
  • GBV 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