About Alan

Alan’s Most Requested  Keynote Topics

Why have more than 500 organizations like Citibank, General Electric, Merrill Lynch, NASD, PricewaterhouseCoopers, Prudential – even the U.S. Military – chosen Alan as their keynote and break out speaker?

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.

Deepening Client Relationships

In depth client relationships matter more now than ever. In our current business landscape, the relationship between your clients and you is the key differentiator between lost revenue and accelerating growth.

In Deepening Client Relationships, Alan reveals the essential building blocks of creating client relationships that endure. Audiences come out of this keynote with ideas and tools that can immediately be put into action.

People Need Your Advice

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.

LEADING THROUGH CHANGE, CHALLENGE & ADVERSITY

No one knows for certain how to lead anymore. Fast history, unrestrained and often unfiltered communications have sapped the traditional sources of leadership authority. Today’s leaders must let go of the past, re-align their approach, and master next-gen sources of influence at an unprecedented pace.

Questions Great Financial Advisors Ask

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.

*OnWallStreet and FinancialPlanning

Have questions? Want more information?

Phone 303.939.9393

Why Choose Alan Parisse? Leading corporations book Hall of Fame Speaker Alan Parisse when they need a highly engaging keynote speaker with insights and content specifically aligned with their business direction. Alan’s extensive business experience and professional achievements inform thought-provoking, memorable messages that inspire action.