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FRANK MASELLI
A MASTER IN FINANCIAL ADVISOR TRAINING
Frank Maselli is one of the most dynamic and insightful trainers, coaches, and 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, Smith Barney, Pru-Wachovia, MetLife, Pacific Life, AXA Advisors, and AGF of Canada.
During a two-decade 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 IXIS Asset Management in Boston where he created the renowned IXIS 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 the best-seller SEMINARS: The Emotional Dynamic and a recently released new book, REFERRALS: The Professional Way.
KEYNOTES
Conviction & Passion Building the Twin Pillars of Success
To thrive in today’s highly competitive industry, you need a powerful business belief system that keeps you and your clients on course no matter what the obstacles. That’s “Conviction.” Then you need an engine, a high-energy power source that drives your business and transmits enthusiasm. That’s “Passion.” Neither of these forces can be given to you by someone else. Instead, this program will help you find them both within yourself!
The Lighthouse in the Storm: The New Role of Today’s Advisor
Investors today are confused by conflicting 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 fulfil 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.
*Customized keynote messages tailored to your specific group are available.
SPECIAL TRAINING PROGRAMS
These programs are designed for specific groups of financial professionals each with a unique set of expertise and needs. Contact us for full details on each of these presentations.
For Wholesalers
The Master Wholesaler Course
For Branch or Sales Managers: Taking the Hill
A Combat Leader’s Guide to Victory
For Portfolio Managers
Presenting with Impact: How to Talk to Wholesalers and Advisors
FINANCIAL ADVISOR TRAINING PROGRAMS
These programs are primarily designed for individual advisors, agents, consultants, and others who deal directly with the investing public. They would be classified as “practice management” programs and are product neutral.
The Billion Dollar Advisor Ten Steps To Building Your Ideal Practice
This is the complete, full-day “masters” training program that covers the entire range of skills a top advisor needs to succeed in the business today. It can be modified for a half-day session as well. (4-8 hours)
Seminars: The Emotional Dynamic Advanced Presentation Skills for Financial Professionals
Based on Frank’s first book, this program is a comprehensive examination of financial presentations and the skills needed to dramatically improve the business results from your events. (4-8 hours)
Mind Over Money Understanding the Psychology of Advising
This program discusses the complex relationship dynamic at work between a client and an advisor. What does it really mean to be an “advisor” to HNW families and professionals in today’s world?
Finding Your Niche Mastering the Skill of Target Marketing
Niche or target marketing is a potential goldmine for advisors. This program teaches ways to become the “go-to” financial advisor for an entire industry or group of professionals.
The Professional Conversation Five Ways to Talk and Listen Effectively
Communication is our business and most advisors are naturally gifted at it. This program takes that innate talent and sharpens it with advanced, professional skills. The results are better and more effective relationships…and greater business impact.
Building Generational Rapport Bonding Across the Age Gap
Whether you are a young advisor trying to reach 60+ clients or an older advisor trying to connect with the Gen Y grandchildren of your best clients…this program will help you connect with folks of all ages.
Breakout Branding Creating & Telling The Story of You
Who are you and what do you represent in the mind of your top clients? How do you come up with a compelling, unique and memorable story? All advisors have the same products today…so you need a competitive edge. This program will give it to you!
Referrals The Professional Way 10 Strategies for Networking with High Net-Worth Clients and Centers of Influence
Based on Frank’s latest book, this program teaches new and advanced techniques for generating referrals from top clients, CPAs and attorneys. (3 hours)
Focus & Discipline Taking Positive Control of Your Business
Focus and discipline are two critical factors for success in any business. This program empowers advisors with the specific skills they need to get back on offense! It’s time to start expanding your asset base and pro-actively building new relationships.
The Instincts of Success Finding and Using Your Deepest Strengths
Instincts (along with personality and learned abilities) drive much of our day-to-day behavior. But in our business, instincts play a bigger role than we realize. Understanding your natural instinctive strengths can help grow your business, reduce your stress, and improve your personal interactions in amazing ways.
Masters of Mayhem Powerful Strategies for Growing Your Business in the Most Difficult Times
Confusing times with uncertain markets are often the greatest environment to be growing your practice and gaining market share. This program teaches you specifically how to do it.
All programs run between one to two hours in length unless otherwise noted. Special combinations or customized programs are available upon request.
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FRANK’S INFO
PROGRAMS/TOPICS
- Conviction & Passion
- The Role of Advisors Today
- A Combat Leader’s Guide to Victory
- Ten Steps to Building an Ideal Practice
- Building Generational Rapport
- More Available: see full description or contact us for details.