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Frank Maselli      

Financial Advisor & Author

Frank Maselli is a 3X best-selling author and an award winning keynote speaker and coach in the Financial Services Industry. For over thirty years, Maselli has helped thousands of financial professionals grow and enjoy their business with modern skills that resonate with today's clients.

Maselli is a former US Army officer, holds a Ph.D. in Psychology and is four decade Wall Street veteran. He's been a top advisor, manager of the #1 complex at a major national brokerage firm, and the Managing Director of one of the largest and most successful asset managers in the world.

In 2006, Maselli started his own training firm out of a deep passion to help advisors, wholesalers and managers develop a new awareness and the skills needed for success in today's changing industry. He has written three best-selling books including the groundbreaking "Referrals The Professional Way," "SEMINARS: The Emotional Dynamic," and "40 Tips for the Under 40 Advisor."

Maselli's training programs blend advanced business tactics with an inspirational vision. They give people specific tools and the genuine passion needed to thrive in this hyper­competitive environment. Audiences will laugh, learn and leave excited to make positive changes in their business and their lives. His experience and ideas resonate with the top professionals in our industry and he brings intensity, genuineness and massive credibility to any conference agenda.

Maselli is a member of The National Speakers Association and Mensa. A native New Yorker, Maselli now lives in Raleigh, NC with his wife and two daughters.

Speech Topics

A Bolder WHY for a Bigger World!

The Financial Services Profession has undergone a massive evolutionary shift and the old-school sales mentality of the past is dead! We are much more valuable than we think, but we need new ways of interacting with clients and prospects that reflect that amazing value. This program will arm you with a powerful set of skills that will not only make you more successful, but allow you to have more fun and work with more passion than you may have thought possible.

Building Your Business the Modern Way!

For too long, our profession has embraced what I call “The Pain Theory” of prospecting. We played the “game of numbers” where you had to bang your head against a wall in a never-ending battle for that one-in-a-hundred viable prospect. Well that simply doesn’t work anymore. It’s unnecessary, unsustainable, incompatible with modern clients and goes against human nature. So basically…we need to learn a new way. This program will arm you with the latest prospecting philosophy, strategies, and tactics that are actually enjoyable and fun to implement. It’s filled with practical takeaways you can use immediately to get in front of more people who desperately need your guidance. I will help you find YOUR unique path to success…because growing your business can be a joyful process if you do it right.

5 Success Strategies for Scary Times

Difficult times are when top advisors are the most needed by and valuable to their clients. But specifically WHAT must you be doing and saying during these episodes of fear and uncertainty? And equally important HOW should you be stepping up your activity and communication levels? This program will teach you 5 simple but powerful strategies for increasing your engagement, presence and value during chaotic times. It will help you cement your relationships with your existing clients and position you for growth while other advisors are dormant. Warren Buffet famously said, “Uncertainty is the friend of the long-term investor.” I would add that it’s also the friend of the professional financial advisor.

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