Alan Parisse

Hall of Fame Speaker, Speaking Coach, and Acclaimed Author

  • Alan Parisse`s Keynote Speaker Fee This reflects Alan Parisse`s U.S. Speaking Fee

    $10,001 - $20,000

  • Languages Spoken

    English

  • Travels From

    Colorado, USA

  • Alan Parisse`s Keynote Speaker Fee This reflects Alan Parisse`s U.S. Speaking Fee

    $10,001 - $20,000

  • Languages Spoken

    English

  • Travels From

    Colorado, USA

Suggested Keynote Speaker Programs

People Need Your Advice

Profitable client relationships are dependent on your vision, judgment and wisdom. These are not commodities that ...

Profitable client relationships are dependent on your vision, judgment and wisdom. These are not commodities that can be disrupted by technology. More than ever, clients and prospective clients need the professional, unbiased and thoughtful advice you provide. It’s a new era of client management.

 

Websites, blogs and social media outlets churn out masses of data, but the information is buried in a maze of noise and static. Anyone online can manage their investments. Yet it is the combination of expertise and emotional advice provided by financial advisors that makes the difference in the long run.

Bottom line: the web makes your job even more mission critical for investors to be successful.

In People Need Your Advice, adapted from Alan’s most recent MDRT main platform presentation, audiences learn how to:

1. Attract and advise thought-flooded investors.2. Harness “cyber-confusion” to enhance relationships.

3. Uncover clients’ and prospects’ investment wiring.

4. Channel emotions to support client goals.

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Leadership Game-Changers

Leaders must learn how to lead through change, challenge and uncertainty now more than ever before. The best leaders maintain a focus and clarity of purpose that is actionable by globalized multi-generational teams. These leaders: Distinguish noise from ...

Leaders must learn how to lead through change, challenge and uncertainty now more than ever before.

The best leaders maintain a focus and clarity of purpose that is actionable by globalized multi-generational teams. These leaders:

  • Distinguish noise from information
  • Demonstrate strength and vulnerability
  • Question old ways: their organization’s and their own
  • Never settle for good enough
  • Leverage new sources of power and influence

In this substantive, thought provoking and stimulating presentation, Alan arms leaders with the understanding needed to set a fresh and fulfilling path to the changing future.

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Building Profitable Client Relationships

Profitable client relationships that are sustainable throughout the cyclical changes of our global economy should be the goal of every leader, manager and advisor. Alan delivers powerful insights and practical messages on how to achieve a competitive edge by advancing ...

Profitable client relationships that are sustainable throughout the cyclical changes of our global economy should be the goal of every leader, manager and advisor.

Alan delivers powerful insights and practical messages on how to achieve a competitive edge by advancing existing client relationships, rethinking referrals and attracting new clients. Audiences leave with ideas and tools that can immediately be put into action.

In this presentation, Alan reveals the essential building blocks of profitable client relationships and why they matter:

1. Dimensions of Trust

2. Client Focus

3. Synergistic Selling

4. Client Attraction, Selection & Retention

5. Performance Redefined

6. Future Pull

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Questions Great Financial Advisors Ask

In Questions Great Financial Advisors Ask…  Alan focuses on the kinds of probing questions top advisors ask to diagnose and understand clients’—and potential clients’—deep-seated feelings about money: their “investment wiring.”   That...

In Questions Great Financial Advisors Ask…  Alan focuses on the kinds of probing questions top advisors ask to diagnose and understand clients’—and potential clients’—deep-seated feelings about money: their “investment wiring.”

 

That’s how great advisors help clients wring the emotion out of investing and set them on the rational road to achieving their financial goals.

In this program, Alan redefines selling into a client-focused mission. Then he provides a roadmap for advisors to serve their clients and prospects.

Questions covered address:

1. Creative ways to penetrate client defenses.

2. Help clients set meaningful priorities.

3. Defining the ideal advisor-client relationship.

4. How to express underlying concerns.

5. Common misperceptions about investing.

6.  Revealing clients’ true risk tolerance.

Questions Great Financial Advisors Ask is based on the book twice named a Top Pick from Amazon by OnWallStreet and one of the 20 Essential Books for Every Advisor’s Summer Reading List by Financial Planning, published by Simon & Schuster.

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About Keynote Speaker Alan Parisse

About Speaker Alan Parisse…

Alan 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.

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.

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’s 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.

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, knowledegable 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 has helped his clients reach their goals by teaching them how to move audiences into action.

Media

Article

May 24, 2018

When it Comes to Money it’s Never About the Money

According to Alan Parisse, financial advisor and hall of fame keynote speaker, the keys to financial advising are understanding your...

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