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Alan Parisse, CSP, CPAE Colorado
ALAN PARISSE

Alan Parisse made his first million in his early twenties. By his late twenties, he'd 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 specializes in 2 areas:

#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 changers that impact influence. His unique insights and ideas are immediately actionable by audiences.

The first speaker to come out of the investment business to be inducted into the National Speakers Association's Hall of Fame, Alan's ideas have been quoted in numerous business publications including The Wall Street Journal, BusinessWeek and Barron's.

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

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.


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  • Client Primacysm for Financial Advisors Face Today's Challenges Head On and Thrive with Conviction by Connecting, Collaborating and Mastering the Art & Science of Client Conversations - Clients, competition and compliance have changed and will continue to evolve. The combination of "robo-advisors" using algorithms to offer much of what average financial advisors provide at a fraction of the cost, increasing regulatory pressures in financial services and ever-expanding consumer demands as they point and click their way into confusion have made it clear...Financial Advisors must deepen client relationships and increase the public's trust in the important service they provide or rapidly become obsolete. Simple in concept but artful in execution. Client Primacysm involves financial advisors being primary in their clients' lives. Their clients' "go-to" person when there is a question or concern. Their client's "first call."

    Topics covered in this presentation include:
    • Your Competition: "What" not "Who"
    • Becoming the "First Call"
    • Enhancing Professional Trust
    • Purpose Beyond Goals
    • 7 Tips for Attracting the Next Generation
    • The Science of Collaborative Conversations:
    • To Attract New Clients
    • About Fees
    • When You Are Not In The Room
    • About Retirement
    • In Front of a Room

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

  • Leadership Game-Changers - 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 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, this presentation dives into the questions great financial advisors ask to boost money under management, increase average account size and create clients for life.

    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.

  • Building Profitable Client Relationships - 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. Profitable client relationships that are sustainable throughout the cyclical changes of our global economy should be the goal of every leader, manager and advisor. In Building Profitable Client Relationships, 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.
Client Primacy Questions Great Financial Advisors Ask This Is Your Time Taking Charge: Lessons In Leadership
Client Primacy: Inspiring Intentional Outcomes Questions Great Financial Advisors Ask... and Investors Need to Know This Is Your Time: Empowering Today's Financial Advisor Taking Charge: Lessons In Leadership

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