Phone :1-800-231-5272   |   Mail :[email protected]


What Makes a Maselli Training Program Special?

NEW:  Thriving on CHAOS: Success Strategies for the Post-DOL World

Our profession is under attack.  If you win this battle you will be more successful than you ever imagined. But it’s not the fight you might think. This training program will prepare you to thrive in the new world that’s coming our way. There’s never been a more critical time to learn something new. Join us!

What makes a Maselli Training Program special?

  1. They are high-impact: people do something immediately…this training creates positive behavior change!
  2. They are modern: these are fresh ideas that reflect today’s issues and client attitudes
  3. They are relevant: the content comes from the real world or today’s financial pros
  4. They are fun: our delivery is engaging and passionate and entertaining

Frank Maselli is one of the most dynamic and insightful trainers and speakers in the financial industry today. He has worked with thousands of advisors, managers, and wholesalers across the nation from firms including Merrill Lynch, UBS, Morgan Stanley, Charles Schwab, Smith Barney, Pru-Wachovia, MetLife, Lincoln Financial, Nationwide, Pacific Life, AXA Advisors, and AGF of Canada.

During a thirty-plus year career, Frank has served in a wide array of successful roles including advisor, branch manager, wholesaler and most recently as Executive Vice President and National Sales Manager of Natixis Asset Management in Boston where he created the renowned Advisor Academy.

Frank’s passion for the business and unique sense of humor bring these training programs and keynote presentations to life. He consistently is ranked as the top speaker at hundreds of industry conferences nationwide.

Frank is also the author of three best-selling books Seminars: The Emotional Dynamic, Referrals: The Professional Way and 40 Tips for the Under 40 Advisor. 

Sales Training

Sales may be one of the oldest professions in the world, but we need MODERN SKILLS to succeed today!

Modern is what my training program is all about.  How can financial professionals grow their business and reach out to new clients in new ways that go far beyond the old “smile and dial” mentality of the past? In fact, I would argue that we are not even really a sales business anymore! But we have to call this “sales training” just so people have a context for we what we teach.

The goal is twofold: growth and greater enjoyment. My training programs will absolutely win you new clients and assets, but it will also generate more fun and positive energy than you might have imagined possible.  The days of beating your head against a wall are over. No more arm-twisting, or heavy-handed tactics from what I call the Glengarry Sales School.  “A – B – C  Always be closing!” (Classic movie, btw.)

New or Old?

Whether you are brand new or a 25-year veteran looking to pick up some fresh techniques, this program will help you.  It amazes me how little training there is in the business today. It seems that firms expect you to somehow be born with sales skills. Oh, there’s plenty of product training. But in all my years in the business I’ve never met a single advisor who was struggling from lack of product!  If anything we need to find better prospects, more clients, and stronger relationships.

Here are a few of the topics we cover in the advisor program. There are separate ones for wholesalers and managers.

-Calling and phone work
-Seminars and workshops
-Trade show marketing
-Event marketing
-Referrals (from clients and centers of influence)
-Client psychology
-Objection handling
-Target or niche marketing
-Social networking (with personal contacts)
-Web-based marketing
-Effective direct mail techniques
-Team development
-Motivation & personal discipline
-Listening skills

The training programs are delivered via weekly conference calls and webinars. The cost is $250 per month and there are no contracts…so your risk is minimal. If you don’t find massive value…you can leave anytime.  Plus, training clients get deep discounts on my other materials…especially things like the Personal Profile Interview, personal coaching and seminar evaluations.  To learn more, simply e-mail me at [email protected].