Maselli, Frank
ABOUT
TOPICS
TESTIMONIALS
About Frank Maselli
Frank Maselli is a former U.S. Army officer and thirty plus year veteran of the financial services industry. He started as an advisor with Dean Witter and became a branch manager and Regional Sales Director with PaineWebber in the early 1980’s. From 1996 to 2006 Frank served as the Executive Vice President and National Sales Manager for Natixis, one of the largest and most successful mutual fund families in the world based in Boston.
Frank is now a top-rated speaker, trainer, and industry consultant. He’s the author of three best-selling books and has trained tens of thousands of advisors, wholesalers and managers at nearly every firm in the industry. His keynotes and training programs address the biggest concerns advisors have, but in a modern, entertaining way. No more old-school sales pitches or boring lectures. His delivery is filled with passion, energy, relevance, and tremendous humor. Audiences consistently rank him as the top speaker at every conference he’s attended.
His 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 is a native New Yorker and now lives in Raleigh, NC with his wife and two daughters. He is a member of the National Speakers Association, The Planetary Society, Toastmasters, and Mensa.
Thriving on CHAOS
Success Strategies for the Post-DOL World
Our profession is under attack and we could see 30-40% washout over the next few years! But if you win this battle you will be more successful than you can imagine. Ironically, the “enemy” isn’t who you think they are. And the fight might be harder than you imagine. This program will arm you with the new skills you need to thrive in the world that’s coming our way.
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!
Prospecting: New Clients – New Assets- New Passion!
It’s time to grow again! We need to get back into action and start bringing in new relationships. This program will arm you with the latest prospecting ideas and tactics. It’s filled with practical take-aways you can use immediately to get in front of more people who desperately need your guidance. We help you find YOUR path to success. There is no “one-size-fits-all” approach to prospecting. Growth can be tremendous FUN!
The Lifeguard in the Storm
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.
Testimonials
“Frank Maselli is absolutely awe inspiring. He grabs hold of from beginning to end. I recommend Frank to anyone that wants to learn more about the business.”
– Tamlyn Wilbourne, Key Accounts Manager, Dreyfus
“Frank Maselli is hands down the best speaker I’ve ever seen. He is entertaining, thought provoking, relevant and, most importantly inspirational. Frank will always be the highlight of any agenda.”
– Maureen Farrington, Vice President Global Accounts, Natixis
“I’ve worked with Frank for 5 years, by far the best speaker I’ve hired! If Frank can’t motivate you, nothing can!”
– Kevin Gleason, Vice President, Nationwide
“Frank is terrific, what an inspiring and motivating presenter! I would not hesitate hiring Frank again, he is worth every penny.”
– Greg Kaminski, Executive Director, UBS Global Asset Managemente
“Frank’s wit, wisdom and common sense is a must for anyone in our business.”
– Bill Schick, Senior Vice President, Wells Fargo Advisors