In 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. Great accomplishments and contributions require great challenges.
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Alan Parisse During his twenty year career in the investment business, Alan Parisse gained extensive experience in both the investment banking and distribution and sales sides of the business. Over the last decade he has become a renowned speaker and commentator on dealing with change and turbulent times. In December of 1999, Successful Meetings Magazine named him one of the "Top 21 Speakers for the 21st Century". He is also the only person to come out of the investment business to be inducted into the National Speaker's Association Hall of Fame. Alan received his BS from SUNY Buffalo and his MBA from the University of Arizona. He resides in Boulder, Colorado.
David Richman has been in the investment business for over twenty years. He has extensive experience in marketing and sales and has been a senior member of the sales team for the oldest independent provider of managed money consulting services in the country. He is a friend and partner to scores of financial advisors who have leveraged his skills through thousands of seminars and joint calls with affluent investors. David is a member of the Connecticut Bar and has sat on numerous civic boards over his career. He holds a BA and MA from the University of Rochester and a JD from the University of Connecticut. David resides in Connecticut with his spouse of 26 years and their children.
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Book Description Flagstaff Publishing (part of The Parisse Group), 2009. Paperback. Book Condition: New. Bookseller Inventory # INGM9780972698160
Book Description Flagstaff Publishing (part of, 2009. Paperback. Book Condition: New. Never used!. Bookseller Inventory # P110972698167