CALL US: 919-329-2723

Welcome to The Maselli Group
Resource Vault

This area is reserved for publications, audio files, books and other resources that will be helpful for financial managers, portfolio managers and wholesalers working 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.

The Amazing Power of the Q&A Session!

The Question & Answer segment of your workshop is absolutely critical to your success. But many advisors seem to be skipping this…and it’s a HUGE mistake! 

There’s no need to hide from questions anymore!

This new white paper will show you why and how to do a simple but super-effective Q&A that will dramatically enhance your stature and increase your appointment ratio. 

Frank's Podcasts

Frank’s Podcasts deliver fresh ideas and meaningful tips on how to improve your business. They are a great resource to follow with new updates regularly.

Follow the full Podcast series!

The Financial Lifeguard Challenge

You are MUCH more valuable than you might think! Take the  Financial Lifeguard Challenge and see if you qualify. 

Click here to read
“The Financial Lifeguard Challenge”

Lifeboat Drill

Lifeboat drill is one of the most critical conversations you can have with your top clients and prospects right now.  It will demonstrate that you are a proactive and intelligent professional who is constantly on guard for trouble and opportunity. It will also help you consolidate client assets and generate referrals.

Download the entire script and give it a try.
New Lifeboat Drill

Binder Strategy Intro

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. Click above to listen to the audio explaining how it works. Or click below to download the audio MP3 file.

The full program with all the print files is available in The Store.

If you have questions, please e-mail

Frank & White Glove

Together with White Glove, Frank Maselli created a series of informative videos to help you improve your own presentations and ultimately lead to increased business.

Watch the full series on
White Glove’s YouTube Channel!

"Never Before" Opening Video

This is a great opening for any retirement-oriented workshop that will get the audience excited about your seminar.

The "Never Before" Opening Script

Download script here: 

The Power Close

This is a great finish to a workshop.

Download the PowerPoint file here: 

The Personal Profile Interview

This might be the most powerful and advanced marketing idea I’ve ever developed.  It can help you tell your story in a unique and professional way. It elevates your stature with clients, prospects, centers of influence and local community leaders.  It will help raw rookies and seasoned veterans.

Take a look!

Click here to read more about the Personal Profile Interview:

The Personal Profile Interview

Interview Samples

The Conviction Pyramid

Conviction is the rudder of your ship. It is a set of beliefs, attitudes and actions that keep your business on course every day. No one can give you conviction, you have to build it yourself and The Conviction Pyramid will get you started in just three steps.

Click here to read and download
The Conviction Pyramid

The Passion Workbook

Passion is the engine that drives your business. Unleash this limitless power and start having some fun!

Click here to read
“The Passion Workbook”

Referrals the Professional Way - Chapter 1

Referrals are not easy and there is no clever sales technique that will magically unlock the client’s world. Getting referrals, especially from your top clients or CPAs and attorneys is very hard. It requires advanced skills and a new approach that makes you look like the true professional you are. This book will change forever the way you think about and generate quality referrals.


Click here to read
“Referrals the Professional Way – Chapter 1”

The Dollar Bill Opening

Try this at your next seminar. It’s a simple but powerful way to grab peoples’ attention and differentiate yourself in that critical first minute of the event.

Click here to read
The Dollar Bill Opening

The 6 Ps – A Guide for Understanding
& Marketing Managed Money

This article is a quick reference guide for understanding and marketing managed money and mutual funds. It will help you get comfortable with the essential elements of any story.

Click here to read “The 6 Ps”

Active Listening

Active listening is a powerful skill that will dramatically enhance the quality of your client relationships and differentiate you from your competition. It’s easy to learn but requires regular practice to master. This one-pager will get you started and keep you on the right track.

Click here to read “Active Listening”

Cold Call Counterpunches & Do/Don't Checklist

On the surface, cold calling may seem like a simple task, but it can be a complex mental game filled with conflicting emotions. Many advisors fight an internal, call-by-call battle, which results in diminished effectiveness and reduced enjoyment. You can start turning that around right now.


Click here to read
“Cold Call Counterpunches”

The Rule of 2

A simple list of activity goals to help drive your business success.

Click here to read “The Rule of 2”

Seminar Appointment Slides

Add these slides to the end of your presentation and increase the number and quality of appointments. For a complete discussion, check out my book, Seminars: The Emotional Dynamic, or the CD called Seminar Closing Techniques. If you have any questions, please contact me at 800-231-5272.


Click here to read
“Seminar Appointment Slides”

Prospecting Program Flyer

 New Clients – New Assets – New Power!"

This training program is designed to help advisors get back to growing their business with modern skills and techniques that actually work! Click below for a one-pager that explains some of the details.

Click here to read “Prospecting Program Flyer”

12 Question Psychological Interview

These 12 questions will help you build great relationships and can be used in almost any profiling scenario. The answers reveal what type of person your client is and the best way to work with them. Don’t use these in rigid order from 1-12, but instead let them guide you through a natural and relaxed discovery process.

Read about Active Listening before you implement this interview.

Click here to read
“12 Question Psychological Interview”

Social Prospecting

Bringing up the subject of business with your close friends and social contacts can be very tricky and uncomfortable. But, these are wonderful people who probably need your help and whom you would love to have as clients. So how can you transition these relationships from purely social to professional? How can you “mine” the incredible circles of friends and contacts you may have for business in a way that makes you look like a hero instead of a salesperson? Download this article to learn a process that might help. It includes a script for the initial conversation!


PLUS: Special advice for new advisors on marketing to your friends, relatives and former business colleagues. Some people may tell you it’s the best way to get your business off to a quick start. But, doing this incorrectly could destroy the potential for fantastic relationships down the road.

Click here to read
“Social Prospecting”

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.

Read about Custom Tactical Training Programs.

800.231.5272 •

Related Programs & Publications:

Many leaders have benefited from additional programs Frank Maselli offers. Contact us today to customize an event.
800.231.5272 •