Analogies are a powerful tool that can be used to simplify and enhance your clients’ understanding of complex subjects. 

This week’s guest, a financial industry specialist, keynote speaker, and coach, Frank Maselli, shares the Harbor Pilot Paradigm — a memorable analogy he crafted that highlights an advisor’s role as a specialist guide for the retirement journey. 

Listen in as Frank explains how the role of a harbor pilot, guiding ships through dangerous waters until they reach safe harbor, directly relates to the work financial advisors do for their clients. He provides a detailed overview of the analogy and resources for advisors looking to bring fresh and relatable perspectives to their clients and prospects. 

In this episode, Frank delves into:

• The importance of using analogies to effectively communicate complex financial concepts to clients
  
• The benefits of using the Harbor Pilot Analogy
  
• Practical tips and tools for incorporating the Harbor Pilot Analogy into workshops, seminars, and one-on-one client meetings
  
• The origin of his inspiration for this unique concept
  
• .…And more!
  

Don’t miss out on this valuable insight from Frank Maselli. Tune in now!

Resources:

• The Harbor Pilot Paradigm 
  
• The Maselli Group
  

Connect with Frank Maselli:

• LinkedIn: Frank Maselli 
  

About our Guest: 

Frank Maselli is a 3X best-selling author, award-winning keynote speaker, and coach in the financial services industry.

For over thirty years, Frank has helped thousands of financial professionals grow and enjoy their businesses with modern skills that resonate with today’s clients. His programs are founded on a deep expertise in human psychology, and he is renowned for his cutting-edge thinking and electrifying delivery.

Currently, Frank speaks nationally at every level, from branch offices to stadium-sized meetings. He also offers one-on-one customized coaching and serves as one of White Glove’s Premier Coaches.