Alan Parisse made his first million in his early twenties. By his late twenties, he 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 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. His 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’s audiences gain an understanding of the new sources of leadership – the game changes that impact influence. His unique insights and ideas are immediately actionable by audiences.
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.
Technology has broken the levees and unleashed a torrential flood of data and conflicting expert opinions that few can process.
Anyone with a smart phone has virtually all of the fundamental information needed to manage their investment portfolios online. Yet it is the combination of expertise and emotional advice provided by financial advisors that makes the difference in the long run.
Profitable client relationships are dependent on your vision, judgment and wisdom. These are not commodities that can be disrupted by technology. More than ever, prospective and existing clients need the professional, unbiased and thoughtful advice you provide. It’s a new era of client management.
In People Need Your Advice, adapted from Alan’s most recent MDRT main platform presentation, audiences learn how to:
- Attract and advisor thought-flooded investors.
- Harness “cyber-confusion” to enhance relationships.
- Uncover clients’ and prospects’ investment wiring.
- Channel emotions to support client goals.
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.
In Questions Great Financial Advisors Ask, Alan Parisse focuses on the kinds of probing questions top advisors ask to diagnose and understand their 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.
Alan redefines selling into a client-focused mission by diving into the questions great financial advisors ask to boost money under management, increase average account size and create clients for life. Then he provides a roadmap for advisors to serve their clients and prospects.
Questions covered address:
- Creative ways to penetrate client defenses.
- Help clients set meaningful priorities.
- Defining the ideal advisor-client relationship.
- How to express underlying concerns.
- Common misperceptions about investing.
- Revealing client’s true risk tolerance.
Questions Great Financial Advisors Ask is based on the book named one of the 20 Essential Books for Every Advisor’s Summer Reading List and Top 10 Read on Amazon by OnWallStreet and FinancialPlanning, published by Simon & Schuster.
Building Profitable Client Relationships
Why do client relationships matter so much? In our current business landscape the relationship between you 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.
Alan Parisse 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 keynote, Alan Parisse explores the essential building blocks of profitable client relationships that endure:
- Dimensions of Trust
- Client Focus
- Synergistic Selling
- Client Attraction, Selection & Retention
- Performance Redefined
- Future Pull
“Great, Best, Honest, Brilliant, Gregarious, Stupendous, Sincere = Alan”
“Your message will help our advisors make deeper connections as essential partners to their clients.”
“Fantastic! You rescued the tempo of our conference.”
“The specific action steps you outlined were right on.”
“You hit the mark perfectly. Good use of humor mixed with a thought-provoking message. One of our top producers who has plateaued over the last few years said your message resonated with and re-energized him to re-engage in the business.”