Alan Parisse

Alan Parisse

One of the Top 21 Speakers for the 21st Century

  • Fee ranges between: $8,001 - $12,000

    The fee range listed in is USD, represents the price for a keynote presentation in the person's home nation, and does not include travel and lodging. We strive to keep this information up to date, though price changes are often sudden and occasionally significant. Several other factors can impact fees and costs: location, length of presentation, audio/visual requirements and the cost of providing them on-site and currency fluctuation. The exact cost for a particular speaker for your situation is readily available from one of our associates.

  • Specializes in: Author, Change, Finance, Leadership, Presentation Skills, Sales Skills, Tough Times
  • Travels From: Colorado

Topics

  • 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'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 On Wall Street and one of the 20 Essential Books for Every Advisor's Summer Reading List by Financial Planning, published by Simon & Schuster.

  • 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 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.

    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:

    • Attract and advise thought-flooded investors.
    • Harness "cyber-confusion" to enhance relationships.
    • Uncover clients' and prospects' investment wiring.
    • Channel emotions to support client goals.

  • 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 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:

    • Dimensions of Trust
    • Client Focus
    • Synergistic Selling
    • Client Attraction, Selection and Retention
    • Performance Redefined
    • Future Pull

  • People Need Your Advice

    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 goal

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