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Home » Speaker by Topic » Financial Industry Trends

  
ALAN PARISSE
ALAN PARISSE

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AUTHOR OF:
The Great Salesperson: The Ultimate Guide to Influencing Others
• This Is Your Time: Empowering Today's Financial Advisor
• Power Marketing: Strategies for Financial Professionals
Questions Great Financial Advisors Ask (And Investors Need to Know)


An expert in dealing with difficult challenges, Alan Parisse helps leaders and professionals address market reversals, rapid change, mergers, layoffs, etc. His presentations include: This Is Your Time, The New Face of a Leader and The Great Salesperson in Changing Times, Shift Into High Gear and Thriving In Turbulent Times.

When Successful Meetings magazine named Parisse one of the Top 21 Speakers for the 21st Century it was not a surprise. He is well known for helping individuals and organizations deal with challenging transitions. Often called the thinking persons motivator, Parisse helps audiences reframe their thinking, let go of the past, organize for the future and take action. The insights and strategies he shares are a culmination of a career dedicated to overcoming difficulties by finding new ways to harness the forces of change and shape the future.

Parisse is a seasoned, financial services professional with over 20 years of experience. He is internationally respected for his insights into the impact of the changing, global economy on investment cycles and financial marketing.

Currently the principal of The Parisse Group, Inc., his clients include a wide variety of industry and governmental organizations. In high demand, a speaker in recent years, Parisse has been a keynote speaker for a long list of securities firms, insurance companies and banks. 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.

During the first half of the 1980s, Parisse served as President of Mill-Park Consultants. In that role he assisted CIGNA and several other major financial firms in diversifying their product line to include non-traditional offerings. Parisse has also served as a senior executive for Oppenheimer and other national investment firms. In those roles, he was responsible for developing and marketing major investment banking strategies.


TOPICS:
Questions Great Financial Advisors Ask
Leadership: Thinking on Top of the Box
This Is Your Time
The Great Salesperson
Thriving In Turbulent Times
Shift Into High Gear

CLIENT QUOTES:
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.
-- PriceWaterhouse Coopers

You were sensational. You set the stage for a magnificent leadership symposium - as we all knew you would.
--Million Dollar Roundtable

Thank you for inspiring us about our calling - your perspective created the perfect send off to our Journey of Discovery.
--Manulife Financial

Alan was great. He hit the mark perfectly. Good use of humor mixed with a thought provoking message. One of our top producers who has plateaued said Alan's message re-energized him to re-engage is the business.
--AIG SunAmerica Securities


PARTIAL CLIENT LIST:
Accident Fund
Acordia
Aetna
AIG
AIG SunAmerica
AIM
Allstate
American Express
American General
AXA
Bank of America
Bank One
Blue Cross - Blue Shield
CIGNA
Citibank
Credit Union National Association
CUNA Mutual
Federal Deposit Insurance Company
Federal Home Loan Bank
Fidelity
Financial Planning Association
Great West Life
Guardian
HD Vest
JP Morgan Chase
Kemper
Legg Mason
LIMRA
Lincoln Financial
LPL
Mass Mutual
MDRT and Top of the Table
Merrill Lynch
MetLife Securities
Morgan Keegan
Morgan Stanley
New York Life
Northwestern Mutual
Nuveen
Pacific Life
Penn Mutual
Prudential
RBC Dain Rauscher
Royal Alliance
Royal Bank
Smith Barney
State Farm
Transamerica
Union Bank
Wachovia
Walnut Street Securities
Wells Fargo

TOPIC DESCRIPTIONS:
Questions Great Financial Advisors Ask
QUESTION #180: Do you know what you should do? Its the questions you ask, not the presentations you make, that spell long-term success for advisors and clients alike. Advisors who ask the right questions, listen to the answers and use their clients success as their own measure of achievement will: dramatically boost money under management, significantly increase average account size and create clients for life who eagerly refer others. Ask the right questions and gain clients for life.

Leadership: Thinking on Top of the Box
The traditional sources of power have disappeared or diminished. Todays 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.

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 great U.S. Presidents. Now there is a list of peace and prosperity Presidents, right? Wrong! Greatness requires something significant to push against. This Is Your Time.

The Great Salesperson
Some people say people are people and selling hasnt changed. But it has. Technology has transformed manufacturing, finance and distribution. Now is the time to reinvent selling.

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.

Shift Into High Gear
Ride a bicycle downhill long enough and we think were great athletes. Then we hit an uphill and realize were out of shape. So we put it in low gear and plod up the hill. Do what bicycle racers do. They stay in low for most of a hill, but before the winners reach the top, they shift into high, pop out of their saddles and pump hard. Thats how you win the race.
More Info

TRAVELS FROM: Colorado Colorado

FEE CATEGORY: B ($5.5-10k) B=$5.5k to $10k

     

 
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HOT FINANCIAL SPEAKERS FOR 2007
Joining Our Line-up of Speakers

Michael Broome - Leadership expert, his topic Be a People Power Person!: Leadership, Service, and Teamwork is a sure winner with any crowd.

Marcie Callan - Marketing specialist and creator of the "Do It Yourself" Marketing audio program.

Kevin Carroll - Professional speaker, trainer and facilitator. His passion is helping his clients think creatively and communicate persuasively.

Robert Cialdini - His book, Influence: Science and Practice, has sold more than 1 million copies and been published in 20 languages.

Dr. Bill Conerly - The consultant who connects the dots between the economy and business decisions.

Yossi Ghinsberg - Motivational speaker and author of Heart of the Amazon.

John Huggard - Author of Investing With Variable Annuities.

Robert Krumroy - The creator and CEO of E-Relationship, the patented financial industry connection tool for clients and prospects.

 

 

 

New Books, New Topics

Joe Calloway - New book entitled Work Like You're Showing Off.

Steve Gresham - New book entitled Advisor for Life

Ron Carson & Steve Sanduski. Co-author's of recently released book, Avalanche.

Barry Asmus. Author of Bulls Don't Blush, Bears Don't Die.Jeff Thredgold. The author of econAmerica: Why the American Economy is Alive and Well.

Azim Jamal - Author of The Power of Giving. Presentation topic: Unleash Your Potential the Corporate Sufi Way.

Stan Hustad - Author of You Make the Difference. Presentation topic: Marketing YOU and Yourself.

Bob Harrer - Author of The San Andreas is Not My Fault. Presentation topic: Networking without a Net.

Dennis Haber - Presentation topic: Understanding the Power of Reverse Mortgages.

 


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