Training Programs & Keynotes
Customizable Programs for Success in the Financial Industry
Financial Advisor 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. Learn more...
Keynote Presentations
These programs are designed as main platform types of talks. They are inspirational, practical and often highly entertaining as well. Learn more...
Special Manager Training
These programs will help you sharpen the advanced leadership skills required for management success at any level. Learn more...
Professional Wholesaler Training
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. Learn more...
What makes our training special?
- High impact programs that change behavior
- Modern thinking that drives business results
- Robust and relevant content born from experience
- Fun and passionate presentations that keep people engaged
Frank Maselli is one of the most dynamic and insightful trainers 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, Lincoln Financial, Nationwide, Pacific Life, AXA Advisors, and AGF of Canada.
During a twenty-seven year 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 his new book, Referrals: The Professional Way.
» Shop for Books & CDs by Frank Maselli
» Download our Keynotes & Training Brochure (pdf)