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Helping Advisors Succeed!

The best advisors never stop learning or growing.

They seek out new ideas that will improve their business and strengthen their client relationships.   

They know that growth 

 

can help them grow and manage their business better. 

Stop thinking about selling and “closing deals” and recognize your higher calling as a life-saving professional.

Maximize your value and your potential!

My live and virtual training and coaching programs help advisors learn new ways of thinking about themselves that reflect this more powerful reality. 

Be who and what you were meant to be!

It’s time!

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developing

FRANK MASELLI

WHO & WHY

Frank Maselli is a 3X best-selling author and an award winning keynote speaker in the Financial Services Industry.

A former U.S. Army officer, Frank is a three-decade veteran of the Financial Services Industry.  Frank has been an advisor, a top branch manager and the Executive Vice President for one of the largest and most successful asset management firms in the world.

Frank has trained tens of thousands of advisors, wholesalers and managers at nearly every firm in the industry. His expertise covers a broad range of skills but he is most renowned for his work on modern marketing, client psychology, and advanced presentation skills. He has a PhD in Psychology and his programs are cutting-edge in content and thrilling in delivery. 

"Frank's presentation to the FPA of New Jersey was like a breath of fresh air.
Frank's grasp of the industry, coupled with his candor and sense of humor,
energized and inspired our attendees,
daring us to see the value we bring to our clients."
Diane deOliveira
President of the New Jersey Chapter of the Financial Planning Association

THE STORE!

The store is full of Frank's educational books, DVDs, CDs and other programs for purchase.

The Resource Vault

Free tools, ideas and tactics designed to help improve your skills and boost your success immediately!