Rave Reviews
Video Reviews : Watch and listen to what others had to say.
“Although we knew we could improve, we were a little skeptical when we first signed up for Vestment’s Practice Management seminar. Peter and Katherine have exceeded our expectations at pretty much every step in this process. It’s been a big commitment of our time and energy, but we are really getting excited about our progress. Our staff is revitalized and excited about the future of our company, we already feel like we are getting more out of our people. Peter and Katherine really “get it”, they see what we do well, where we need improvement, and they understand what steps we need to take to get there. The energy and focus they bring are contagious, and it has gotten us excited about taking action. Thank you so much for all you have done and are doing for us.”
Larry and Kristopher Carroll
Carroll Financial
“Peter and Katherine Vessenes are the best in the industry. Bigger is not always better. This small firm has had a huge impact on us. There is no one like them.”
Brian Nygaard
Former President, ING Broker/Dealer Network
“Their “No-Sell” Sales process is the BEST I’ve ever seen. We recently attended their Bumper to Bumper Workshop and it was AWESOME!”
Jeff Rogers
Stewardship Advisory Group
“A few years ago, Katherine Vessenes assisted our branch as our personal sales coach. The results were beyond my wildest expectations. In 18 months I went from $300,000 to $828,000, making me the firm’s top brokers. Some of the reps only adapted 10%-20% of Katherine’s suggestions. But they still had huge bumps in their income, some as much as $100,000 per year.”
“If you want to become a million dollar advisor, do what I did. Just follow Katherine’s advice!”
Rob Roxas
Wachovia
“We were having trouble closing clients after our old presentation. They would leave and say, “let me think about it” or “we’re talking to other advisors”. Following up with them was tedious and usually unsuccessful. Katherine’s “Killer First Interview” offered a different approach that spoke to the client’s concerns and goals impressed upon them the importance of avoiding “red flags” that could defeat them. It wasn’t about showing how smart I was but all about offering solutions to their particular needs. This is highly motivating for the client. Using this new approach resulted in commitments from clients with almost $6 million in assets.”
Howard Erman
Erman Retirement Advisory
“Peter did such a great job at our 2007 National Sales Conference we could not wait to get him on board for our 2008 Practice Management workshop.”
Dan Hastings
Woodbury Financial
“Within one year of attending Vestment Advisor’s workshop and implementing their strategies my production went up 87%!”
Ken Decker
Altoona, PA
“Bottom line: if you are serious about getting your business to the next level – get yourself to this Workshop.”
Lee Ann Younguist
Former Director of Corporate Development Swenson Anderson Financial Group
“I came all the way from Africa to be here. It was well worth the trip because I got a step-by-step system to build my multimillion dollar business.”
Faiz Versey
Botswana
“We have used Katherine as a consultant and a speaker. She is unique at taking difficult compliance and ethics topics and making them fun and entertaining. Her presentations are always lively and content rich. No matter what the topic, she shows you how you can improve your marketing and improve your business.”
Bill Good
Chairman, Bill Good Marketing
Bill Good is a well-recognized figure in the securities industry, where he is known for his innovative marketing programs. www.billgood.com
“Best presentation I have ever attended.”
Mike Matheson
Royal Alliance
“You two are batting a 1000. I have yet to attend a seminar by the Vessenes that I didn’t come away excited with new and useful information. Now to digest and see what to do with it all. It won’t do any good if I don’t have a plan of action. Plus, I have to re-read the book again. Thanks a million.”
Brian Mars
MarsJewett Financial Group
“I would absolutely recommend this workshop to a colleague— it has been the most helpful business meeting that I’ve attended.”
Catherine Hawn
“I have watched Peter and Katherine up close with numerous joint clients: they are miracle workers. If you want to turn your business around, get to the next level and make a lot more money—you need Vestment.”
Edwin P. Morrow,
CLU, ChFC, CFP, RFCPresident and CEO of Financial Planning Consultants, Inc. www.financialsoftware.com
“Vestment has figured out what every business is looking for: how to get your product and services into the hands of the right clients and how you can dramatically increase your income at the same time. Follow their roadmap and you won’t get lost.”
Jim Cecil
Jim is a leader in the field of loyalty marketing and customer-relationship strategies. www.nurturemarketing.com
“ Thanks for all your help. I am humbled and excited to tell you that we just passed the $1mm mark. The more I understand about this business, the more I realize what a blessing you have been to us. We seem to be so far ahead with the infrastructure and processes than anyone I know. We find ourselves saying "Peter told us this would happen" on a regular basis. We completed our first tax acquisition, which seems to be successful.”
Kyle Brownlee
Wymer Brownlee & Associates
“Whether it’s marketing, compliance, or general practice management, Katherine Vessenes has long been one of the most thoughtful, and entertaining, writers and speakers. I can’t think of any planners who couldn’t benefit from her advice.”
Richard J. Koreto
Editor-in-Chief, Wealth Manager Magazine
“Katherine is one of the most compelling speakers I’ve worked with. Her ability to present technical material in a way that’s stimulating, even entertaining, is unmatched. At a time when an understanding and adherence to regulations by reps is more critical than ever, Katherine’s skill is invaluable.”
Bud Elsea
Bud Elsea Productions, Norcross, GA. Director of Education (1992-2003) International Association for Financial Planning (IAFP) and The Financial Planning Association (FPA)
www.budelseaproductions.com
“Katherine Vessenes is one of the best speakers in the industry. Her fun, lively presentations communicate how financial advisors and other professionals can build their business, increase profits, and stay out of trouble at the same time. We highly recommend her and her firm, Vestment Consulting.”
Jim Eccleston
Attorney and nationally known authority on the legal issues facing the securities industry. www.financialcounsel.com and www.snsf-law.com
“Six years ago I decided to open up another business. I worked with Peter Vessenes to do all the financial models and projections. He offered an incredible insight into what it would take to develop and grow my new business. He was very detailed and accurate with all the financial projections. He forecasted when I would be profitable and advised me how long it would take to reach a valuation that made it worthwhile to sell. Peter’s ability to analyze my financials made my business more profitable and valuable. His broad background allowed him to give me advice in many areas of my business. Peter would be a great asset to any business.”
Rose Virnig
Entrepreneur and Owner of Time Square
“Thank you for all of the time and effort that you put into the Kolbe workshop. I have never left one of your speaking engagements without a new found inspiration for what I do. It is a pleasure to learn from you.”
Gary Freeman
Soaring Eagles Tax & Financial Services, LLC
“I would recommend this workshop to a colleague because the “Bumper to Bumper” approach is very applicable to practices of any size. It integrates all of the relevant disciplines with a single approach.”
Paul Ried
Paul Ried Financial Group
“I would most definitely recommend this workshop!! It can’t do anything but add to your bottom line if applied, both in assets and cash flow as well as personal enjoyment.”
Linda Ried
Paul Ried Financial Group
“I would recommend this workshop in a heartbeat! It is a great way to reduce pain and gain pack control of your life.”
Judy Martin
Financial Network
“I would recommend this workshop to a colleague because, it would add value to any Financial Advisors practice.”
Jeff Allison
SWBC Wealth Management
“Coming to this workshop will substantially increase an Advisor’s bottom line.”
Verl Naber
“I believe that it is eye-opening to have an outside person give you new ideas. Sometimes you don’t want to hear it from your peers. It is so nice when these words of advice can be put to work almost immediately. I would highly recommend this workshop.”
Stephanie Maloney
TWS Financial
“I would absolutely recommend this workshop. It provided well rounded information and recommendations to every part of a business in order to become successful.”
Chelsie Hartline
Thrivent
“Lots of great, inexpensive, and easy to implement ideas that can greatly increase production and enhance the client experience.”
Brian Maciejewski
Holewinski & Associates
“Your’s is one of the best sales process tools that I have seen in years. It beats the canned table-top flip chart sales pitches that insurance companies have been putting out forever.
That’s because every one is hand-written and custom designed for the clients you are meeting with today. And, the way you use it is brilliant, too. “
Jacques Werth
“Wow! I am truly thankful that I attended The Million-Dollar Marketing Workshop, last week in Louisville, Kentucky. There are several ideas that can be immediately implemented to my practice that will, at the very least, remove some of the stress and allow me to focus within my core strengths.”
John C. Williams
Merrill Lynch