Professional Wholesaler Training
Customizable Programs for the Success of Financial Advisors
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 Master Wholesaler Course
Wholesaling is one of the greatest professions in the financial services industry, yet many of the skills needed to succeed have changed dramatically in recent years. This program teaches "The Twelve Disciplines of Professional Wholesaling." It covers the specific tactics and philosophies wholesalers need to excel in a highly commoditized field where the person matters much more than the product. (4-8 hours)
Quality Content
We have a dozen exciting programs that help advisors grow and better enjoy their business utilizing advanced concepts in practice management and relationship building. These programs are delivered with a lasting impact that won’t fade after the meeting is over.
Powerful Delivery
Frank has been consistently ranked as one of the top speakers in the financial industry. He brings his strategies to life with an intelligence and humor that is hard to duplicate
Broad Menu of Programs
Frank’s is not only a recognized authority on seminars and referral marketing, but teaches programs on advanced prospecting skills, industry target marketing, interpersonal communications, branding and many other topics. This means your people keep coming back for more.
Wholesaler Responsiveness
The Frank Maselli Company will do everything to support your efforts. That means flexibility, patience and an attitude of partnering that you may find refreshing. When you decide to work with us, you’ve found a teammate who is committed to your wholesaling success
» Learn more about working with the Frank Maselli Company! (pdf)
*Note: All the financial advisor training programs are available for use by wholesalers and can be licensed to deliver as a value-added component of a wholesaling relationship.