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Referrals the Professional Way:

10 Strategies for Networking with Top Clients & Centers of Influence (4th Edition)

Our industry is plagued by an ineffective referral process and ancient sales techniques. Well, those days are gone! No more begging for names or heavy-handed, arm twisting. This book will teach you a new way of asking for referrals from your very best people that makes you look like a hero in their eyes. And, even more important, it makes the overwhelming fear of referrals in the client’s mind go away! It’s a revolutionary set of ideas and a very simple, honest approach to one of the greatest challenges advisors face.

Price: $35.00

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FULL Referral Training Program

Book / Audios / Implementation Workbook!

If referrals are important to you (and they should be) this program will dramatically enhance your success!  It contains everything you need to implement the revolutionary ideas in Frank’s best-selling book. This is the entire 5-hour training program on 4 audio CDs that will teach you the specific skills you need to make referrals a major part of your world. No more begging for names. It’s a whole new approach that takes the fear away from the client and makes you look like the trusted professional you truly are!

The workbook includes all the documents you need to create your own referral process, after all, without a process all you have is wishes. This will give you specific steps and will walk you through how to complete them.. There’s no need to re-invent the wheel, it’s all in here! You will also receive the downloadable PDF.

Price: $749.99

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Seminars: The Emotional Dynamic

Advanced Presentations Skills for Financial Professionals (4th Edition)

Start doing the best seminars and workshops you’ve ever done! This book has become the industry guide for seminars, workshops and presentations of all kinds. The fourth edition contains new ideas for today’s challenging times including a new chapter on generating attendance with White Glove. Learn how to do effective seminars and drive your business to new levels of success! Don’t even think of doing an event before you read this book. It will save you a lot of pain and wasted time, and possibly double your seminar results!

Price: $35.00

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Seminars & Workshops –
Complete 4-DVD Master Class

This is the advanced course! Everything you ever wanted to know about making your seminars the most powerful and successful events they can be. These DVDs are filled with practical skills and techniques you can use and refer to any time you need them. Think about it, you spend tens of thousands of dollars on seminars and events. Doesn’t it make sense to maximize the business results of each one? If you pick up one additional client all year from these techniques, the program will have paid for itself ten times over. That’s a 1,000% return on investment!

Frank is the recognized industry expert in all forms of seminars and presentations. He has helped thousands of advisors improve their skills. He has worked with almost every firm in the industry and has seen (and probably made) more mistakes than you will ever experience.

Put this knowledge to work for you. Don’t repeat the same errors most advisors make. Tiny shifts can make gigantic differences in the mind of your audience. The way you say certain things, the look on your face, the analogies you use, the humor you inject, the stories you tell— even your movements and gestures have a massive impact.

After applying only a handful of Frank’s ideas you will see your appointment ratio climb. You will notice that people WANT to work with you. Your seminars will become powerful client-generating machines and you will start having more fun than ever before. Your new question will be “wow many more of these can I do, because THIS IS WORKING!”

Price: $1,200 (includes the new book and 2 audio CDs)

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40 Tips for the Under 40 Advisor:

Some Thought and Laughter for the Next Generation

A bold new generation of advisors is taking over the profession and they’re in for an incredible journey!  If you’re part of the “under 40” group, this book will help you avoid some potential pitfalls and help you navigate the dangerous times yet to come. If you’re over 40, you may still find tremendous wisdom and insight in these tips. They come from three decades of real-world, in-the-trenches experience as an advisor, a top manager and an advisor coach. Nothing in here is fluff or theory… they’re all battle scars baby!

“It doesn’t matter how old you are…this is a MUST READ book!” Greg M. – Merrill Lynch

Price: $19.95

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NEW AUDIO BOOK DOWNLOAD!
40 Tips for the Under 40 Advisor

Some Thought and Laughter for the Next Generation – AUDIO

A bold new generation of advisors is taking over the profession and they’re in for an incredible journey!  If you’re part of the “under 40” group, this book will help you avoid some potential pitfalls and help you navigate the dangerous times yet to come. If you’re over 40, you may still find tremendous wisdom and insight in these tips. They come from three decades of real-world, in-the-trenches experience as an advisor, a top manager and an advisor coach. Nothing in here is fluff or theory… they’re all battle scars baby!

“It doesn’t matter how old you are…this is a MUST READ book!” Greg M. – Merrill Lynch

Price: $39.35

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Binder Strategy:

45-Minute Audio Training & Print Samples

This is a modern, professional and easy way to reach wealthy prospects, and a strategy you’re going to love!  It’s simple to do, reasonably priced, totally compliant, takes little energy and effort, completely unique and IT WORKS! We’re seeing appointment ratios as high as 30-50%!

This package contains a complete walk-through of the process, plus samples of everything you need to start TODAY!  Prospecting doesn’t need to be painful. You can grow your business in smart, fun ways that don’t cost a bundle and don’t require you to stretch miles beyond your comfort zone. Let the binder strategy help you make this the best year you’ve ever had.

Price: $149.99

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Audio CD: Getting Started with Seminars

Please don’t attempt a seminar until you listen to this 73-minute CD. It will save you thousands of dollars in wasted money, time and energy. These are the core basics that you should simply never ignore. They are common sense, but crucial to your success!

Price: $16.00

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Audio CD: Seminar Closing Techniques

How to Turn Attendees into Appointments

Face-to-face appointments are the payoff to a successful seminar and many variables determine your results. However, there is one additional thing you can do at the close of your event that will double your appointment ratio almost immediately. Join me for an in-depth discussion of this new seminar appointment close. These techniques will help your audience take that all-important next step and sit down with you one-on-one. You owe it to yourself and to them to make that appointment happen.

Price: $26.00

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INSTANT DOWNLOAD: Seminar Closing Techniques

This is the exact same audio program as the CD, but it’s INSTANTLY DOWNLOADABLE! Double or triple your “appointment ratio” with this simple strategy that can be used at any seminar.

Price: $16.00

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Audio CD: Goal Setting A Better Way!

Goal setting is a big deal in business and life, but many of us make a few critical mistakes that undermine our success. This CD will get you on the most powerful path to victory in anything you do.

Price: $26.00

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INSTANT DOWNLOAD: Goal Setting A Better Way!

This is the INSTANT DOWNLOAD of the Goal Setting A Better Way audio program. Listen to the MP3 on any device and get started immediately!

Price: $16.00

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Cold Calling: Mastering the Mental Game – CD

Cold calling is difficult! Or is it? The thought of cold calling sends chills down your spine, I know. But that is almost 100% in your own head! When you look at it objectively, cold calling is still one of the simplest, most powerful and cost-effective ways to reach new people. This CD will help you control the fear and negative emotions that hit you every time you dial that phone. It might not make you “the cold call cowboy” those days are probably dead. But if you want to use the phone as a marketing tool, this is guaranteed to help!

Price: $26.00

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The Personal Profile Interview

This is a customized interview that lets you tell your story in the most compelling and interesting way.  It’s not for everyone, but if there’s something that makes you special and different from other professionals, this may be most exciting way to convey that message.

Learn more about The Personal Profile Interview here.

Price: $1,500

Customized Appointment Card or Evaluation Form

This adds a very nice professional touch to your workshop experience.

To simply add your logo to the card or the form, email me a jpg, tif, or png, file of your company logo and we will insert it and send it back to you for printing.

If you want to modify the form in a more significant way, e-mail me the specific instructions. We will contact you to confirm and send drafts as needed.

Email is frank@maselligroup.com.  Turn-around is usually 1 or 2 days max!

Price: $60 


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Private Coaching Session

One Hour Individual or Team Coaching Consultation

Private tactical coaching sessions are designed to strengthen your practice. Frank will customize your private tactical coaching session 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.

Price: $300.00

NEW – Tactical Coaching Program

This is an exciting new approach to coaching.

First, it’s GUARANTEED and there is no long-term contract. You book a package of five coaching sessions for $1,200.  If anytime within those five sessions we don’t think this is a good fit, YOU GET ALL YOUR MONEY BACK!    
(I don’t know any other coach in the industry who does this!)

Second, we focus on growth!  My specialty is helping you grow new assets and bring in clients the modern way.  I don’t do “accountability coaching” or psycho-analysis. I believe that most advisors WANT to succeed but they just need some help getting active again.  Many of the growth muscles have atrophied. They need some ideas and strategies to get the blood pumping and generate some excitement and activity in their business.

Third, this is a customized process. It’s built around you and your strengths, not mine! There is no “Maselli Method” you need to buy into.  We’re going to find YOUR way, your best set of skills, strategies and processes that work for you and your team, and for the kinds of clients you want to work with. I’ve been doing this long enough to know that there are many paths to success in this business. Every advisor is unique and that’s what makes this fun!

This package is good for five, one-hour private or team coaching sessions scheduled as you need them.  After that, you can book another 5 sessions for $1200 or go as-needed for $300 per hour.  It’s totally up to you.

E-mail me at frank@maselligroup.com to BOOK A FREE INITIAL CONSULTATION!  Or get started right now with no risk!

Price: $1,200