Phone :919-329-2723   |   Mail :[email protected]

Tactical Coaching

This is a different approach!

We all understand the benefits of having a coach. But I believe the model many coaches in our industry use today is flawed and often skewed toward the benefit and profit of the coaches…not you!   

It’s time for something different and better!


1. Customized around you

That means you don’t get a cookie cutter service that’s the same for everyone. You get someone who will listen to your needs and help you build a process that works for you. My coaching process is completely built around the specific needs of each advisor or team. There is no “Maselli Method” of doing things to which you must adhere. After thirty-five years in this business, I’ve learned that there are hundreds of different ways to succeed. I will help you find YOUR way…your path, and your deepest, most permanent strengths. I feel that my extensive industry experience and depth of understanding about this profession qualifies me to do this pretty effectively.


2. You only commit to five sessions…and you get your money back if it doesn’t help!

If I can’t help you within five coaching sessions, then either I am the wrong coach for you or you are the wrong student for me. No harm, no foul!  You get a full refund and we part friends.  I can probably refer you to another coach that might be more suited to your style and needs.  But the bottom line is there’s no risk to you.

“Wait…why only five sessions?”

Obviously you can sign-up for more and we can go as long as you need me.  BUT our goal is to make some progress quickly.  Folks, at the core, this business is pretty simple. And when you focus on action and results instead of hand-holding and baby-sitting…you can get a lot done.  If you want an “accountability coach” there are plenty of other folks who will push you, hold your feet to the fire and charge you $20K a year which makes you feel like you’re getting something.  I just don’t believe most advisors need that and I definitely don’t have the patience to work with someone who demands constant motivation or external discipline.

FYI: 5 coaching sessions cost $1,200.  The calls can be weekly, monthly or whenever you need me. You pay up front and if at any time in the five sessions you don’t feel like it’s helping, you get a full refund. I’ve never heard of another other coach who does that. 


3. Focused on Growth

My goal is to help you grow your business with new assets and new clients. My expertise is all forms of client acquisition including marketing, branding, prospecting, and communication. I have developed several industry-renown tools and programs in these areas. I don’t recommend products or tell you how to manage money. I help with team building and partnering and other areas, but the essence of what we will do together is build new relationships and raise net new money!


4. Tactical & Actionable

We are all about DOING things. This isn’t going to be a lot of psycho-analysis or a complex, burdensome process. Sometimes we can get moving on a program after only one or two calls. Early victories build confidence that inspires everyone. Plus it’s exciting to see positive results. Over time we can refine or expand things…but we’re going to hit the ground running.


5. Plays well with others

My tactical approach meshes very well with most other “strategic” coaching programs. Because we focus mainly on business growth activities and only have a five-session commitment, advisors often use me as a supplement to their other coach’s programs. I give them the specific tools to implement in their daily activity.


6. Personal & confidential

You will be working with me personally. There are no “junior” coaches and very few group calls. By design, this is a highly exclusive program with limited capacity. It is also totally confidential. This is a valuable consideration for top wealth management teams, wholesalers, and managers.


7. Modern ideas

Our profession has changed radically in the last several years. Advisors don’t want twenty-year-old “work your book” war stories. You need new ways to help modern clients in an era of intense competition, low trust levels, and volatile markets. You demand best-in-class ideas that resonate with top clients.


8. I know the business

My ideas are real-world and proven, not consultant theories.  I’ve been an advisor, a top branch manager and am now a recognized industry expert who has coached thousands of advisors at almost every firm in the business. Also, my core philosophy transcends the old “sales mentality.” What we do can’t be measured by production numbers alone. It’s deeper and more important than that. I think you understand what I mean.


9. Strengths-based

You and your team have tremendous power. One of my goals is to help you find, enhance and build from those deepest strengths. I’m certified in tools like the Kolbe A Index® and have created other proprietary methods that allow me to personalize a game-plan for each advisor. I also try to help you enjoy the business more by reducing stress, wasted time, money and effort.

So if you’re ready to grow and have more fun…why not sign up today. We will schedule the calls at a mutually convenient time and go from there.  If you have further questions, or would like to set up a free initial consultation, call me anytime at 800-231-5272 or my cell 774-571-8215. Or e-mail [email protected].