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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

  1. High-impact: people do something immediately- this training creates positive behavior change
  2. Modern: these are fresh ideas that reflect today’s issues and client attitudes
  3. Relevant: the content comes from the real world or today’s financial pros
  4. 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 DynamicReferrals: 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.

Advisor MBA Event

Partnered by white glove workshop

Passion Prospecting

Tailored for Financial Advisors

Wholesaler Survival School

TAILORED FOR WHOLESALERS

Seminars: 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 MANAGERS

Customized Program

TAILORED FOR FINANCIAL ADVISORS

Time Management

TAILORED FOR FINANCIAL ADVISORS

Building Generational Rapport

TAILORED FOR FINANCIAL ADVISORS

Breakout Branding

TAILORED FOR FINANCIAL ADVISORS

Leadership & Management Program

TAILORED FOR Financial 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.
800.231.5272 • frank@maselligroup.com
"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

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!