The relationships we have with advisors are indeed tricky.
Some would say it’s a bit of a chess match.
Thankfully we have Frank Maselli, who spends a ton of time working with the advisors that we serve, to lend a few insights.
Frank’s one of the most inspiring and insightful 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 has personally trained thousands of advisors in advanced business-building techniques. He has written two best selling books and numerous articles. SEMINARS: The Emotional Dynamic is in its third edition and has become the industry “bible” for all types of presentations. His latest book, Referrals: The Professional Way is redefining and professionalizing the entire networking process for top advisors.
Frank talks to advisors from the heart about finding success and happiness 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.