Alan Parisse
Expert in Sales, Leadership & Change Management
Named as one of the "Top 21 Speakers for the 21st Century", Alan Parisse is a superb speaker whose mission is to help individuals and organizations shape their future. Parisse works with a wide range of organizations, many of them undergoing major transition. He helps them reframe their thinking, let go of the past, organize the future, and take action - to face their successes, problems and opportunities. The rapport he develops with audiences enables him to deliver substantive, provocative, and sometimes uncomfortable information in a way that challenges, inspires, and entertains.
Named “One of the Top 21 Speakers for the 21st Century” by Successful Meetings Magazine Alan Parisse combining insight and wit to penetrate the complexities of today’s business and professional environment. He is a proven master at making lasting contributions to companies and industries undergoing major transitions throughout the world.
Rising from garbage collector to Wall Street executive, Parisse uses his diverse life experience to deliver relevant messages on leadership, sales, and cycles of change to executives, managers, marketing and sales teams throughout the world. Parisse’s audiences benefit from his sound business judgment, hard won expertise and practical solutions for dealing with reversals and taking full advantage of upturns.
One of only two speakers to come out of the investment business to be inducted into the National Speakers Association’s Hall of Fame, He has written and co-authored numerous books and audio programs including This Is Your Time, Taking Charge: Lessons in Leadership, The Great Salesperson, Questions Great Financial Advisors Ask, and 101 Best Marketing Ideas.
Parisse’s articles have been featured in numerous industry-specific publications, such as Executive Excellence, 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. In addition, he has been a guest lecturer at the Stanford Business School, UC Berkeley Graduate School of Business, UCLA Graduate School of Management and the University of Pennsylvania Wharton School of Business.
Now a lifetime away from his garbage collection days, Alan works with the very best in financial services, healthcare, real estate, technology and more.
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5. A Lifetime of Saturdays
"A successful retirement takes more than money. It takes understanding the human issues that arise and planning for them. Financial Advisors who expand their client conversations to include the human side of retirement will distinguish themselves from the commoditized crowd, solidify client relationships and attract new clients."
Sub-topics include:
- Focus Groups to Create Prospects
- Four Phases of Retirement
- Common Issues
- Retiree or Refugee
- Questions to Ask
- Resources to offer -
4. Questions Great Financial Advisors Ask...
"It's the questions you ask, not the presentations you make, that spell long-term success for clients and advisors alike. Advisors who use their client's success as their measurement of achievement can realize a dramatic boost in money under management, a significant increase in their average account size and clients for life who eagerly refer others. This is an extraordinary opportunity for Advisors to increase their income while helping their clients achieve their goals."
Advisors learn to:- Recognize their clients' Investment Wiring, beneth the façade
- Help clients weigh risk vs. RISK!
- Get clients to do what they ought to do, especially when they are not inclined to do it
Questions Great Financial Advisors Ask... demonstrates what it takes to advise clients based on an in-depth understanding of their wiring, risk tolerance and vision for the future. Ask the right questions and gain clients for life!
Available with the companion book: Questions Great Financial Advisors Ask. -
3. Thriving in Turbulent Times
"Thriving in turbulent times starts with an understanding that the problems we make are almost always worse than the problems we have. Our reaction to problems frequently creates more difficulty than the underlying problems themselves."
To sustain and enhance success, organizations must be able to move quickly and find fresh solutions. Alan passionately communicates innovative insights and inspires people to get on with the task at hand.
Sub-topics include:- Reframing Challenges
- Dealing With An Erosion Of Trust
- Finding Good News In Bad
- Breaking The Lure Of The Familiar
- Understanding The “Truth” About Cycles -
2. The New Face of a Leader
"The traditional sources of power have disappeared or diminished. Today's leaders must re-evaluate their style and master new sources of influence. Lasting success will come to those leaders who inspire new ways of thinking, being and acting."
In these times of fast history, people and problems are changing. That is why leadership must be transformed. Successful leaders must be willing to let go of what has worked in the past, open their systems and be pulled by the future. Alan ignites the spark that rekindles a leader's excitement for finding new solutions and inspiring teams along a fresh and fulfilling path to the future.
Available with the companion book: Taking Charge: Lessons In Leadership.
Sub-topics include:
- Traditional Sources of Power
- New Sources of Influence
- (7+7)/2=9.6
- Everyone's a "Volunteer"
- Give Credit Away
- Focus - Pick ONE -
1. This Is Your Time
"Despite the challenges in the world - and to a considerable extent because of them - this is the time to renew and rededicate yourself to the important work. Look at a list of the great world leaders in history. Almost all of them had something significant to push against. This Is Your Time - push hard!"
Challenges and adversity should be the launching pad for future success. When we have the perspective to see opportunities and the self-esteem to keep our attitude up, we can forge ahead with vigour, passion and resolve.
Sub-topics include:- Making Problems Better, Not Worse
- Being Lofty About Your Contribution
- Taking Risks Again
- Moving From Mistakes to Mastery
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Your presentation was informative, provocative and entertaining.
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You were sensational. You set the stage for a magnificent Leadership Symposium – as we all knew you would.
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Your presentation was fantastic. We're so glad we had you on after our practice leaders. It ended up rescuing the tempo of the conference.
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After taking an informal poll of sales managers and sales professionals, simply put, you were awesome! Your ideas, messages and lessons were immediate takeaways that could be put into practice immediately
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What a wonderful job Alan did. Many people say he was the best speaker they'd heard during their 20+ year P&G careers.
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An audience of 450 presidents was tough to please, but you did it easily. They especially appreciated the way you customized the presentation to fit our industry.
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Your message was heard loudest from the senior sales reps. The district managers will be using your words of wisdom as we move forward with future change.
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January 2009This is Your Time
n normal times a financial advisor has three competitors: investors who do it themselves, client inertia and other advisors. In the wake of Fall 2008 do-it-yourselvers have lost confidence, inertia that kept clients from seeking investment advice from an outside advisor has significantly diminished and other advisors are nursing their wounds. Clients may not know what to do, but they want to do something. Advisors who are willing to lead the way will keep their clients and capture new ones. The biggest question a financial advisor faces now is, "Can I trust you?" It is your time if you can change your perspective, reframe the situation and see it as an exceptional opportunity to optimize your business and move forward with vigor.
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June 2006Questions Great Financial Advisors Ask... and Investors Need to Know
In Questions Great Financial Advisors Ask…and Investors Need to Know, coauthors Alan Parisse and David Richman have compiled the questions great advisors ask that lead to the probing and personal conversations necessary to diagnose and understand clients''—and potential clients''—deep-seated feelings about money. 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. Throughout this book are questions, suggestions, and stories from some of the world’s top financial advisors.
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February 2004Taking Charge - Lessons in Leadership
Essay compilation by leaders in leadership training.
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