What Makes
A Maselli TraininG Program Special?
High-Impact. Modern. Relevant. Engaging.
Frank Maselli’s 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 more.
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.
from beginning to end. I recommend Frank to anyone that wants to learn more about the business.”
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.
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.
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
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
Related Programs & Publications:
Many leaders have benefited from additional programs Frank Maselli offers. Contact us today to customize an event.
919.329.2723 • frank@maselligroup.com
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."
Book Frank
Book Frank to inspire your group and get ready for an experience unlike anything you have had before.
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 designed to help improve your skills and boost your success immediately!
