Contact Info
- 2113 Summer Azure Way, Raleigh NC 27613
- (919) 329-2723
- frank@maselligroup.com
Bigger - Better - Bolder Speaker / Author / Trainer / Coach / Start Today
Training
WHAT What Makes A Maselli Training Program Special?
Frank Maselli’s Training Programs are Memorable
- High-impact: people do something immediately- this training creates positive behavior change
- Modern: these are fresh ideas that reflect today’s issues and client attitudes
- Relevant: the content comes from the real world or today’s financial pros
- Fun: our delivery is engaging and passionate and entertaining
Frank Maselli is one of the most dynamic and insightful trainers/speakers in the financial industry today. He has worked with thousands of advisors, managers and wholesalers across the nation from firms including Merrill Lynch, UBS, Morgan Stanley, Charles Schwab, MetLife, Lincoln Financial, Nationwide, Pacific Life, AXA Advisors and AGF of Canada.
During a thirty-five-year career, Frank has served in a wide array of successful roles including advisor, branch manager, wholesaler and most recently as Executive Vice President and National Sales Manager of Natixis Asset Management in Boston where he created the renowned Advisor Academy.
Frank’s passion for the business and unique sense of humor bring these training programs and keynote presentations to life. He consistently is ranked as the top speaker at hundreds of industry conferences nationwide.
Frank is also the author of three best-selling books: Seminars: The Emotional Dynamic, Referrals: The Professional Way and 40 Tips for the Under 40 Advisor.
Frank Maselli is absolutely awe-inspiring. He grabs hold
from beginning to end. I recommend Frank to anyone that wants to learn more about the business.
Tamlyn Wilbourne
Key Accounts Manager – Dreyfus
Best-Selling Author & Industry Expert
Frank’s three best-selling books will forever change the way you grow your business. They are tremendous resources for every advisor!
Modern Ideas: No ancient “war stories” or tired sales ideas. Frank’s strategies are bold, new, exciting and they work! He will transform your business in ways no other speaker can. You will leave fired up and with specific tools to get going NOW!
Solving the Big Issues: Frank is a true expert in helping advisors find new clients and new assets, generate referrals, build a team, strengthen client relationships, communicate their remarkable value and enjoy this amazing profession.
Frank’s wit, wisdom and common sense is a must for anyone in our business.
Bill Schick
Senior Vice President – Wills Fargo Advisors
Training Programs
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.
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Advisor MBA Event
ADVANCED SKILLS FOR ADVISORS -
Passion Prospecting
TAILORED FOR FINANCIAL ADVISORS -
Wholesaler Survival School
TAILORED FOR WHOLESALERS -
Seminars: The Emotional Dynamic
TAILORED FOR FINANCIAL ADVISORS -
Mind Over Money
TAILORED FOR FINANCIAL ADVISORS -
The Master Wholesaler Course
TAILORED FOR WHOLESALERS -
Referrals the Professional Way
TAILORED FOR FINANCIAL ADVISORS -
Focus & Discipline
TAILORED FOR FINANCIAL ADVISORS -
The Instincts of Success
TAILORED FOR FINANCIAL ADVISORS -
Customized Program
TAILORED FOR WHOLESALERS -
The Professional Conversation
TAILORED FOR FINANCIAL ADVISORS
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Find Your Niche: Target Marketing
TAILORED FOR FINANCIAL ADVISORS -
Thriving on CHAOS
TAILORED FOR FINANCIAL ADVISORS -
Customized Program
TAILORED FOR FINANCIAL ADVISORS -
Time Management
TAILORED FOR FINANCIAL ADVISORS -
Taking the Hill: Combat Leader's Guide to Victory
TAILORED FOR MANAGERS -
Building Generational Rapport
TAILORED FOR FINANCIAL ADVISORS -
Breakout Branding
TAILORED FOR FINANCIAL ADVISORS & WHOLESALERS -
Leadership & Management Program
TAILORED FOR FINANCIAL MANAGERS -
Presenting with Impact: How to Talk to Wholesalers & Advisors
TAILORED FOR PORTFOLIO MANAGERS -
Customized Program
TAILORED FOR PORTFOLIO MANAGERS
THE STORE!
The store is full of Frank's educational books, DVDs, CDs and other programs for purchase.
THE RESOURCE VAULT
Free tools, ideas and tactics to help improve your skills and boost your success immediately!