This area is reserved for audio or podcast resources that will be helpful for financial advisors, and other professionals seeking to improve their practice.
Bookmark this page and return often to stay current with relevant information that will help you refine your practice and remain competitive.
Improving How You Work with People
I was interviewed recently by David Mandell of the OJM Group. He hosts a wonderful podcast for physicians to help them improve all aspects of their practice. The ideas we discussed in here could help any professional looking to build and better manage their teams. If you’re a leader or manager, take a listen and reach out for help.
Storytelling in a workshop is a fantastic way to bond with and audience and help them learn critical lessons.
BUT telling the wrong kind of story – OR – telling a good story badly – OR – telling it at the wrong time – OR – dragging it out too long – could hurt you and turn the audience off! So learn how to tell stories like a pro!
The goal of a workshop is to educate and genuinely help the public. BUT…it’s also to build relationships with new clients who would benefit from your wisdom and expertise. This “closing technique” will help you maximize the number and quality of appointments you generate from your workshops!
The Binder Strategy is a powerful prospecting and “drip-marketing” tool that has numerous uses. It is proving highly effective at targeting hard-to-reach prospects and it does so in a unique way that distinguishes you from your competition.
Frank Maselli Offers Custom Tactical Coaching Programs
Frank will customize your private tactical coaching program to address your most important and impactful methods of practice. During this session, Frank will help you identify strategies to improve your day-to-day work flow, how you interact with clients, and ways to strengthen your practice that can provide tangible results.
Private coaching sessions are for individuals or management teams.