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...
40 Tips for the Under 40 Advisor: Some Thoughts and Laughter for the Next Generation
40 Tips for the Under 40 Advisor: Some Thoughts and Laughter for the Next Generation
A generational change is underway! The financial advisors who came from a sales business and who lived through the greatest bull market in hist...
Frank Maselli is a former U.S. Army officer and a 40-year veteran of the financial services industry. He has a Ph.D. in Psychology and has authored three best-selling books for financial advisors on major aspects of business development.
Starting as an advisor in 1983, Frank rose through the management ranks quickly and ended his corporate career as the EVP & National Sales Manager of one of the largest asset management firms in the world based in Boston. While there he created entirely new methods for working with clients that led to a ten-fold jump in annual revenue and have since permeated the industry.
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!&...
40 Tips for the Under 40 Advisor: Some Thoughts and Laughter for the Next Generation
40 Tips for the Under 40 Advisor: Some Thoughts and Laughter for the Next Generation
A generational change is underway! The financial advisors who came from a sales business and who lived through the greatest bull market in history are passing th...
Seminars: The Emotional Dynamic - Advanced Presentation Skills for Financial Professionals
Seminars: The Emotional Dynamic - Advanced Presentation Skills for Financial Professionals
This book has become the industry guide for seminars, workshops and presentations of all kinds. The third edition contains new ideas for today's challe...
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