This Is Your Time: Empowering Today's Financial Advisor

Here is inspiration and practical advice that Financial Advisors can put to work immediately.

Which sales techniques really work in a turbulent investment climate and which ones don’t? How does an Advisor regain confidence after a setback?

How can Advisors communicate credibly and convincingly with uneasy investors and gain new clients in the process while serving their established base?

Drawing on decades of front-line experience, authors Parisse and Richman address the challenges facing today’s Financial Advisors with insight, wit and intelligence.

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.