IS DESIGNED TO
STRENGTHEN YOUR PRACTICE
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!
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 effectively.
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’re 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?"
If you feel that you still need me, you’re more than welcome to sign up for more sessions! But, our goal is to progress quickly. At the core, this business is pretty simple. 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.
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.
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-renowned tools and programs in these areas. I don’t recommend products or tell you how to manage money. I help with team building, partnering and other areas, but the essence of what we will do together is build new relationships and raise new money!
We are all about DOING things. This isn’t going to be 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.
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.
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.
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.
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.
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 by reducing stress, wasted time, money and effort.