CALL US: 919-329-2723

Kick-Off Your Next Event with The Most
Exciting Speaker in the Industry – Frank Maselli

Frank is a top-rated speaker, trainer, and industry consultant. His keynotes and training programs address the biggest concerns advisors have, but in a modern and entertaining way.  No more old-school sales pitches or boring lectures. His delivery is filled with passion, energy, relevance and tremendous humor. His deep understanding of the business and real-world experience give him unparalleled credibility with anyone from raw rookies to multi-million-dollar producers. They know that he’s someone who can truly help them grow and enjoy their business.

Scroll through these popular keynote topics, or ask Frank to customize a keynote presentation to fit your specific event.

Contact Frank when you are ready to book, or if you have questions.

keynote presentation

Passion prospecting

New Clients – New Assets – New Power!

The Modern Path to Growth!

It's time to grow again! We need to get back into action and start bringing in new relationships. This program will arm you with the latest prospecting ideas and tactics. It's filled with practical takeaways you can use immediately to get in front of more people who desperately need your guidance. We help you find YOUR path to success. There is no "one-size-fits-all" approach to prospecting. Growth can be tremendous FUN!

View & download the one-pager here.

keynote presentation

The Lifeguard in the Storm

The New WHY for a New World

G advice, bombarded by data, and unsure of what to do with their wealth or whom to trust for advice. They are looking for understanding, guidance, and leadership from their financial professional. To fulfill that role in the client relationship, advisors need a deeper level of emotional and intellectual awareness. This has nothing to do with products and everything to do with who you are on a personal and professional level. It's a different way of thinking about yourself, but it may be the only way both you and the client can succeed.

View & download the one-pager here.

Keynote Presentation

Thriving on CHAOS

Successful Strategies for the Post-DOL World

We all know that referrals are the lifeblood of a successful practice. So why is it that the vast majority of advisors DO NOT proactively ask for them? The reason is simple: the techniques you are being taught are insane, far too salesy and totally out of step with modern client psychology. For example, changing the word from "referral" to "introduction" isn't fooling anyone. And the whole "help me grow my business" approach is like signing your own death warrant! It’s time to learn a better way. Based on Frank’s groundbreaking book, this program teaches a totally new approach with advanced and proven techniques for generating quality referrals for the rest of your career. (1-8 hours)

View & download the one-pager here.

Keynote Presentation

Time Management for Financial Advisors

Lets talk "macro" and "micro" scale

This program teaches several modern techniques that will help financial professionals manage their time on both a "macro" and "micro" scale. Some of the issues we discuss include:

  • Goal setting
  • Strategic and tactical planning
  • Establishing solid habits and rituals
  • Personal work disciplines
  • Maximizing team efficiency
  • Daily/weekly/monthly execution models
  • Activity tracking and measurement
  • Managing unpredictable events
  • Getting started: the power of movement
  • Campaign development

Keynote Presentation

An Industry Reborn

Take Your Practice to the Next Level

An Industry Reborn Keynote Presentation

Keynote Presentation

Conviction & Passion

Take Your Practice to the Next Level

Conviction & Passion Keynote Presentation

Keynote Presentation

Custom Keynote

Book Frank for Your Next Event.

Frank will customize a Keynote Speaking Program tailored specifically to your event as the main platform talk. Just as his other topics, your custom talk will be inspirational, practical and highly entertaining. The talk will be an ideal way to kick off your event with a bang or end it on a wonderful high note. The running time is typically one hour but can be altered as needed to fit your agenda.

Contact Frank directly to plan a Custom Keynote for your next event,

"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

These keynote programs are ideal for leading into training programs The Maselli Group also provides.

Frank Maselli offers these training programs. Each may be combined with keynote speaking engagements as desired.
Many of these training programs can lead into tactical coaching sessions that provide customized focus on skills training.
800.231.5272 •

Take home these best-selling pubs

Frank's best-selling books will change the way you grow your business. You can order these books and other fantastic guides online from
THE STORE and have them shipped directly to your door.
919-329-2723 •

Book Frank

Book Frank to inspire your group and get ready for an experience unlike anything you have had before.


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!