The financial services profession is experiencing seismic shifts—client expectations have evolved, technology continues to disrupt traditional models, and old-school sales tactics no longer resonate. In this transformative keynote, Frank Maselli challenges financial advisors to rediscover their deeper purpose and embrace a bold new vision for their role in clients’ lives.

Drawing from his three decades in the industry, Frank reveals how top advisors are moving beyond transactional relationships to become true partners in their clients’ financial futures. He shares practical strategies for shifting from product-focused conversations to value-driven engagement that builds lasting trust and loyalty.

Attendees will learn how to articulate their unique value proposition, develop a growth mindset that embraces change rather than fears it, and position themselves as indispensable guides through an increasingly complex financial landscape. Frank’s high-energy delivery, combined with real-world examples and actionable takeaways, ensures participants leave inspired and equipped to thrive.

Ideal for advisor summits, growth-strategy retreats, and industry conferences focused on reinvention and professional evolution.

In the rapidly changing financial services landscape, bringing in new clients is both more challenging and more critical than ever before. Frank Maselli’s Passion PRO$PECTING keynote reveals dynamic, proven prospecting methods that work in today’s highly competitive marketplace. Drawing on decades of real-world experience, Frank shares powerful strategies for building strategic relationships, leveraging digital tools and social platforms, and creating sustainable growth pipelines. Attendees will walk away with renewed confidence, actionable tactics, and the motivation to transform their prospecting approach. This session is ideal for advisors, wholesalers, and managers who want to master the art of attracting high-value clients and growing assets under management in a crowded market.

Uncertainty is the new normal. Market turbulence, regulatory changes, digital disruption, and shifting client expectations create an environment where many professionals feel paralyzed. Frank Maselli’s Thriving on CHAOS keynote transforms fear into fuel for growth. Drawing on real-world examples and psychological insights, Frank reveals five practical strategies that enable financial professionals not just to survive but to advance during uncertain times. This high-energy session covers mindset shifts, adaptive planning, innovative client communication, technology leverage, and resilience-building techniques. Attendees leave feeling empowered, equipped with tools they can implement immediately, and ready to turn chaos into competitive advantage. Perfect for conferences focused on navigating change and building future-ready practices.