"Corporate America's best kept secret"

- Brian Nygaard - Former President, ING Broker Network
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Rave Reviews

 

 

“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