Katherine Vessenes Presentations
The No-Sell Sale™
The closing ratios of most Superstar Financial Advisors (those making more than a million dollars per year) is staggering - 80 to 95%. Discover what successful advisors are doing to create an easy, effortless sale. In this session, everyone from the newest advisor to the most experienced veteran will learn solid strategies for getting, and keeping more business. Half-day workshops include the practical points and the process used to transform the average financial advisor’s practice into a superstar.
Presentation available in one-hour, two-hour, and half-day formats.
To book the No-Sell Sale™ seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
Superstar Marketing
Discover what Superstar Financial Advisors (those making more than a million dollars a year) are doing to build their businesses, and how your advisors can use the same systems to increase their revenues. This program can qualify for CE Credits by including an optional section on the compliance risks and pitfalls with each system.
Presentation available in one-hour format.
To book the Superstar Marketing seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
Turning Average Advisors into Superstars
After coaching dozens of advisors making more than a million dollars a year, Katherine discovered a system for turning ordinary advisors into extraordinary Superstars. Learn the process that moved a $200K advisor to $1.2 million - in just one year. This seminar is the basis of her new book, Become a Multimillion-Dollar Advisor.
Presentation available in one-hour, two-hour, and half-day formats.
To book the Turning Average Advisors into Superstars seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
How You Can Lose a Million Dollars!
Even big producers make big mistakes. Join Katherine as she shares a little known secret - big producers (those making more than a million a year) have sometimes lost up to a $1 million or more. Katherine will delve into the imprudent marketing mistakes these big name advisors have made, and how your advisors can avoid them. Learn how some firms have made the wrong technology decisions that have cost them millions and, more importantly, what you can do to avoid their errors.
Presentation available in one-hour format.
To book the How You Can Lose a Million Dollars seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
Using Your Unique Abilities to Improve Performance
In this session, Katherine will help attendees identify their strengths, avoid their weaknesses and build a business around “light lifting” (activities that are easy to perform yet bring extraordinary results). Discover how the superstars use these techniques to dramatically increase their income and stretch their time.
Presentation available in one-hour and two-hour formats.
To book the Using Your Unique Abilities to Improve Performance seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
Incentive Plans That Work
A well-designed employee incentive program can dramatically improve your firm’s bottom line and keep their most important asset - their employees - happy. Discover the system Vestment Advisors has used with numerous top financial advisors to build firm value and maintain a happy, healthy corporate morale.
Presentation available in one-hour format.
To book the Incentive Plans That Work seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
9 Ways To Make Your Clients Fall In Love With You and Never Sue For Divorce
It is far easier and less expensive to retain happy, satisfied clients than to continually seek new ones. Attendees will learn how to build a practice, meet clients’ spoken and unspoken expectations, and to communicate with clients in ways that build trust.
Presentation available in one-hour and two-hour formats. Qualifies for CE credits.
To book the 9 Ways To Make Your Clients Fall In Love With You and Never Sue For Divorce seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
A Marketing Approach To Avoiding Litigation
Turn the unhappy client from a courtroom disaster into a business asset. This seminar can reduce litigation by 90% and improve production dramatically.
Presentation available in one-hour and two-hour formats. Qualifies for CE credits.
To book A Marketing Approach To Avoiding Litigation seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
Your Free Stay out of Jail Pass
Even the big boys can, and do get into trouble. Learn the top 11 ways multimillion-dollar advisors are leaving themselves open to lawsuits and regulatory sanctions. Find out what you can do to stay out of jail and avoid regulators peeking into your drawers. Katherine includes many stories and practical suggestions for making your office a safer place to work.
Presentation available in one-hour and two-hour formats. Qualifies for CE credits.
To book the Your Free Stay Out of Jail Pass seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
How to Bullet-Proof Your Practice
It’s a dangerous world out there for financial advisors. One innocent mistake can cost you thousands of dollars in fines, land you in jail or have your best clients sue you. Learn the common mistakes even top advisors make, and how to avoid getting into trouble. Covered are practical suggestions on avoiding law suits, passing the dreaded SEC examination, and how to make sure your employees say things that will get you in trouble.
Presentation available in one-hour and two-hour formats. Qualifies for CE credits.
To book the How to Bullet-Proof Your Practice seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
Safe Selling of Variable Annuities
Variable Annuities have received a lot of attention from the media and the industry in recent years. Improper use by advisors has cast a shadow over the selling of these products…but that does not need to be the case.
Katherine Vessenes presents Safe Selling of Variable Annuities from an attorney’s perspective. In an informative, lively presentation, Katherine discusses why they can be helpful, when they should be used, and when they shouldn’t. She goes into detail on how to talk to clients about these products and how to avoid lawsuits and complaints.
As a bonus, Katherine presents her 10 rules for safe selling these products and the 10 reasons why attorneys like them.
Presentation available in one-hour and two-hour formats. Qualifies for CE credits.
To book the Safe Selling of Variable Annuities seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.
Protect your Clients, Protect Your Practice: Identity Theft
Discover why your firm could be a treasure trove for the unscrupulous who want to steal your client’s identities. You are much more exposed than you think, Identity theft is the fastest growing white-collar crime. Every year, millions of people have their identity and their assets stolen. Discover how to protect your client’s valuable information and protect your practice at the same time. Learn 5 techniques that can reduce your risk of exposure and help protect your own personal assets as well as those of your clients.
Presentation available in one-hour and two-hour formats. Qualifies for CE credits.
To book the Protect Your Clients, Protect Your Practice: Identity Theft seminar, please contact Vestment Advisors at 952-401-1045 or info@vestmentadvisors.com.