Frank Maselli

Biography

Frank Maselli is one of the most inspiring, insightful and entertaining leaders in the financial services industry. He is a recognized specialist in helping financial professionals reach new levels of success and he does it with tremendous warmth, humor and passion that have earned him Top Speaker awards at many national conferences.

Frank began his professional career as a U.S. Army Officer in command of an elite group of combat medical specialists. In 1983 Frank joined Dean Witter where he opened one of the country`s first Sears Financial Centers. In 1986, he moved to PaineWebber where he became their top mutual fund Sales Director and Manager for the #1 branch office in the nation.

Frank has created dozens of advanced business-building programs and has trained thousands of advisors in these practical skills. He is the author of numerous articles and two best-selling books. The first, SEMINARS: The Emotional Dynamic is in its third edition and is an invaluable resource for all types of financial presentations. His latest book, Referrals: The Professional Way is re-defining and professionalizing the entire networking process for top advisors.

Before starting his own consulting firm, Frank was the Executive Vice President of IXIS Asset Management in Boston, one of the largest money management firms in the world. He not only directed the highly successful IXIS sales team, but developed and led the firm`s unique "Advisor Academy" coaching thousands of financial advisors in advanced practice development and marketing.

Frank talks to advisors from the heart about growing and managing their business in a hyper-competitive environment. He reaches professionals of all levels and leaves them with a deeper understanding of the critical role they play in their client`s lives. He has become one of the most sought-after keynote speakers and trainers in the industry today.

A graduate of Lafayette College, Mr. Maselli is a member of the National Speakers Association, the Investment Management Consultant`s Association and MENSA.

Publications

Referrals: The Professional Way: 10 Strategies for Networking with Top Clients & Centers of Influence

Referrals are critical for your success, but one of the greatest lies you`ve ever been told in your career is, "Referrals are easy. All you have to do is ask for them!"

In fact, getting referrals from your top clients and centers of influence like accountants and attorneys may be the most difficult thing you ever do. If you are like most advisors, you`ve been using the same worn out techniques for decades and they don`t work. Even worse, they may be sending your best people the wrong messages about you, your business and your stature as a professional.

It`s time to learn a new way... a powerful process for making referrals a core part of your business. No more "begging for names" or clever conversational Kung Fu. No more clumsy and aggressive techniques that make you look like a slick salesman.

Welcome to the new world of the professional referral where your understanding of the client will bring your entire business up to a new level of success and enjoyment.

Titles

An Industry Re-Born!
After 200 years, the old Financial Services Industry is dead! Firms going under, tens of thousands being laid off...all of these are the devastating results of a massive evolutionary shift. A new profession is emerging. It`s a better, more responsive model that is built on understanding clients. No more fancy financial engineering or arcane investment products. The winners of tomorrow will be the advisors and the firms that take great care of their people in good times and bad. This program details a bright new future for those of us who are ready to heed the call.

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.

ASPIRE - Your Journey to the Top
What does it take to become the best and to stay on top? Success involves a combination of personal attributes and enhanced skills. This exciting new program explores the qualities and abilities found in today`s top advisors. A few may surprise you!