Who Wants a Simple,
Step-by-Step System to
Make More Money?

"We’re Ready to Share Our Secrets on How We help Financial Advisors Comfortably Earn millions of dollars, year after year. BUT, We Will Only Work With 25 Select Companies. Let Me Explain why you should read further. But, before you do, see what one of our coaching clients had to say about us:"

Katherine Vessenes, JD, CFP, RFC The industry’s leading consultant on building a multimillion-dollar practice

“In 2003, Katherine Vessenes assisted our branch as our personal sales coach. The results were beyond my wildest expectations. In 18 months I went from $275,000 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!" – Jim Watson (changed name to protect confidentiality of his broker/dealer)

If you are still interested, then you are invited to our next,
Million-Dollar Marketing Workshop

From: Katherine Vessenes, Minneapolis

Dear Friend, Are you a financial planner, wealth manager, financial advisor, insurance agent, registered rep or broker/dealer who …

• Wants to quickly skyrocket to becoming a top advisor?

• Is tired of spending a lot of time, money and effort getting in front of prospects and would like to find an easy, inexpensive way to get your pipeline full of potential new clients?

• Is constantly “winging it” when it comes to client sales presentations because you are not sure what will work and what won’t?

• Is overwhelmed and exhausted from the hard work of finding new clients and wishes you could transition to an easier way of doing business?

• Has great ideas for helping your clients reach financial success, but you just don't know how to market and sell them?

• Is frustrated because you are not closing as many sales as you would like?

• Would like to hire a support person, to free up your time to meet with clients, but you don't know if you can afford one--and you know you don't have the time to train the right person, even if you could find him?

• Has ever wished you had a real-life mentor to guide you? Someone who has helped hundreds of financial advisors increase their income? A real consultant, author, and speaker who has sat in front of investors and truly understands and empathizes with your problems with sales and marketing?

What would your life be like if you had a proven system to help you, guide you, lead you, and navigate you through increasing sales?

Too many financial advisors like you are getting frustrated when it comes to marketing and selling financial services. You read all the articles, buy books and courses, attend workshops, and conferences. But like most, you're probably discouraged because you are not making enough money from what you learn. (Sound familiar?)

When I ask people just like you why they’re not succeeding, it comes down to three things: they don't have enough prospects, they are not closing enough sales, and they don't have the right support staff.

Most financial advisors don’t want to take the time and effort it takes to create a marketing and sales process that really works. Let’s face it, using trial and error can take you years to figure out your own system for success.

How do I know?

When I started working in financial services in 1985, sales was very hard work. Ok, I will admit that I was pretty good at prospecting. But the problem was I wasn't making any money. For one thing, I never figured out how to close the sale and I was completely bogged down in paperwork--not my strong suit. As a result, I probably didn't close more than 30% of all the business that met with me across the desk.

I found that I spent an enormous amount of time filling out forms, reviewing investments and doing service work. Tedious tasks that left me so drained, I couldn't do what I needed to make more money: meet with clients.

It was a sad day when I discovered that I was working 7 days a week, not spending any time with my family, and had nothing to show for it. Feeling like a total failure at being a financial advisor, I left day-to-day production and went to work as legal counsel for one of the industry's largest mutual fund groups. After a few years I left that position and began speaking to the industry on the legal and ethical issues facing financial advisors.

I found it was a lot more fun and less stressful to get on a platform and talk to financial advisors than actually sit in front of investors. The reason was that selling financial services day-to-day is very hard work when you don't have a proven system of success--and I was living proof.

About 9 years ago our lives changed dramatically when Peter and I started working together. Peter, even if he is my husband, is by far the best business consultant I have ever met. I have never yet seen a business he couldn't make better. Let me give you just two examples.

One of our first clients was a $1.7 annual producer at an insurance broker/dealer. (We will call him George to protect his privacy.) The problem? It wasn't enough! George was tired, overworked and wanted to make more with less effort. Peter comes on board as George's coach and mentor. Here are the results: In 90 days, Peter gets an extra $250,000 to George's bottom line, puts $100,000 in George's pocket and pays for Peter's services for an entire year Within 3 years, George is making $8 million per year!

A few years later we were approached by a large planning firm (We will call them South East Planners to protect their privacy.). They needed to get their valuation up. In a little over a year: Peter got their valuation from $6 million to $15 million! You see, there are proven systems and strategies that, when properly aligned, followed and implemented, will bring you an easy, successful, fun business with income you have only imagined! We call this the No-Sell Sale™

Peter and I have been blessed to work with dozens of superstars that make a million dollars or more per year. We were fortunate to take those already successful people and add the things that we had learned over the years to help them double, triple or quadruple their income.

After working with the superstars, we tested our own system, the No-Sell Sale System™ that when followed carefully produces an easy, effortless sale. This is much different than my selling in 1985.

The question was, sure this information worked great for multimillion dollar advisors, but would it work for new advisors with no income? Or experienced advisors who were making $200K to $500K and wanted to improve their income, too?

To test the system out, I actually dusted off my Series 7 and worked face to face with investors for a few months. Yes, at first I was scared because I remembered how hard sales had been 20 years ago. But I hung in there and just let the system work for me. I didn't try to explain it and I didn't try to change it. I just stuck with the system.

The Results: The system worked beyond my wildest expectations. In fact I was able to close over 90% of all my sales with our system! I began to feel guilty because what had once been such hard work, was now so easy.

Now I would like to tell you we created the No-Sell System™, but actually we identified success secrets after working with dozens and dozens of multimillion dollar advisors; we then modified it, refined it and tested it to make sure it worked even better.

Once we had the system refined, we took it to a large broker/dealer--they too got the same results. We found you didn't have to be a million dollar advisor to make this system work.

You just had to do one thing----STICK TO THE SYSTEM!!!!!

Today we have used the system with dozens of financial advisors of all sizes to double or triple their income. Even advisors who only used part of the system added $100,000 to their bottom line.

By this time we really wanted to get this great information to as many people as possible. So we wrote a book about our experiences, systems and techniques: Building Your Multimillion Dollar Practice, which just came out.

(For more information on the book, and what some industry leaders are saying about Building Your Multimillion Dollar Practice Click Here)

Our Problem

Peter, and I have been struggling for years with how do we get the great information we have learned by the school of hard knocks, out to as many advisors as possible. Sure, we could continue to consult with a few firms every year, but that would mean only 3 to 5 businesses would get this information at a time and it would be limited to the larger firms. At that rate, it would take us years to get this information to people who needed it the most.

We want advisors of all levels, to have the details, the nitty gritty on creating a multimillion dollar business, because we want advisors to succeed, and we want them to get that information as quickly as possible.

The only way we could do that, and make it affordable for every advisor, is to offer small workshops, limited to just 25 practices.

These workshops are not for every advisor. We just want the ones who are REALLY serious about their business, are willing to learn from our mistakes, follow our advice and guidance, and do what we know works... Not only would it be incredibly rewarding for us to see their hard work turn into increased income, but we could pass on to them what we have spent the last number of years learning. (And that would feel great!)

Are You a Good Fit for This Program?

You may be a good fit for our Million-Dollar Marketing Workshop if you...

• Want personal access to a team of industry experts who can explain things clearly, have patience, are fun to work with, will keep you focused, and care about your success.

• Aren't afraid of working hard or being challenged. You're ready to do whatever it takes to catapult your business to the next level.

• Want someone who can show you the right road to take when you feel confused, paralyzed, or stuck.

• Are ready to truly think and act BIG to benefit yourself, your business, your family, and the rest of your life.

You are NOT a good fit for our Million-Dollar Marketing Workshop if you...

• Think you already have it figured out.

• Aren't really sure if you want to work hard to grow your business.

• Aren't ready to focus on your practice's success.

• Have trouble taking action on your own.

• Have difficulty handling constructive criticism and complete honesty.

We are committing to a keep the maximum to only 25 practices in this program! That way, we'll have enough time to spend with each one of you there, in addition to the follow-up we offer.

If you're ready to commit ... these 25 slots are first come, first served. So you must act FAST!

The question is not whether the No-Sell Sale System works,

The only question is… Are you willing to do the WORK it takes?

Here is what you'll leave our 2-Day workshop with: Your 12-month tactical mini-marketing plan Solid strategies for getting more referrals Proven techniques for closing more sales A system for hiring the right staff Great ways to involve your staff Your very own elevator statement A sense of confidence about your future

Are YOU willing to do what it takes to succeed?

Let me warn you...

Multimillion-dollar advisors are willing to do what average advisors are not willing to do.

Success takes work.

Especially success in financial services.

If success means getting more prospects into your office, you'll learn how during our 2-day workshop. If it means closing more sales, you'll learn that, too -- starting with the No-Sell Sales™ process. When everyone in your office is working together, success in the sales and marketing process become much easier.

While many industry marketers will sell you the "magic pill" to riches, you'll quickly discover there is no such thing. It comes down to rolling up your sleeves and getting stuff done -- the right stuff, the right way, with the right formula. And that's where we come in.

You see, there are proven systems and strategies that, when properly followed and implemented, will bring you an easy, successful, fun business with income you have only imagined!

If your answer is, "YES!" then you may be a candidate for our program…

If you want to skip the information below about the program, and just cut to the chase and hear what real people who have attended the program have to say about it, click here to see to their rave reviews.

Announcing, The "Million-Dollar Marketing Workshop"

If you qualify to attend our Million-Dollar Marketing Workshop, here's what you will learn:

Agenda

The Game Plan -- essential insights into the multimillion-dollar business and how you can adapt them to yours. Also included:

• Benchmarking -- see the benchmarks of the multimillion dollar advisor and see how your own business measures up

• The million dollar formula -- the simple equation that helps keep you focused on making more money every year

• Why PMS is a good thing in business

The Domino Effect -- Using the No-Sell Sale^TM you will find out how aligning seemingly inconsequential pieces, we call dominos, will dramatically increase your revenue and uncover the key steps necessary to easily close the sale. This will include:

• Worksheets for lining up your dominos

• Steps you can take to create your own No-Sell Sale

• Involving your staff to make the sale easier

• Getting the prospect warmed up before they come to the office

• Why a single piece of paper can help you build trust and close more sales

The First Meeting - How to create a killer first interview that increases sales (demos included)

• Learn the 14 things that must take place in the first meeting to make closing the sale easier

• How to set up your prospects for the WOW experience

• How to create an environment that makes getting referrals easy

• Why Cheerleading is not just for high-school students

• How to turn more prospects into clients

• Sample role plays of the killer first interview

• How to differentiate your practice

• Learn how using a "compelling story" motivates clients to do business with you

• How to separate yourself from all the financial advisors in your area

• You will build and refine your own elevator statement to get action

• Key elements in creating a statement that motivates prospects to come to your office to hear your story

• Feed back from us on how to make your own elevator statement even better

38 proven marketing tactics that work

• In our last workshop we actually had more than 50, mostly low cost, marketing ideas

• You will learn how to get more mileage out of your current marketing tactics and some new ones that can help you get a steady stream of new prospects

• Why everyone, even macho men, need to learn sorority rush techniques to magnify their marketing efforts with no additional dollar outlay

• Why every marketing event needs an on ramp and off ramp to make it more productive

• Build your own 12-month mini-marketing plan

How to hire the right staff

• How they can help you close more business

• Why using the Kolbe^TM systems can help you build a less stressful business, but also help you close more business.

To get a brochure with the agenda and reasons to attend, Click here to download our 4-page brochure. (6MB)
Click here for the low res version

Our 365-Day Money-Back Guarantee: If you did not get enough good ideas to make back the money you invested in this program, we will refund your money (less meals and expenses). Take 365 days to decide!

Combine that with all the takeaways, you really have everything to gain … and nothing to lose.

Let me remind you again, what you'll leave with:

• 12-month tactical mini-marketing plan
• Solid strategies for getting more referrals
• Proven techniques for closing more sales
• A plan for hiring the right staff, even if you don't have any employees now
• Your very own elevator statement
• A sense of confidence about your future

Who Should Learn From Our Workshop? …

Here's what numerous satisfied attendees had to say after attending previous workshops:

“ I am thrilled with the workshop! I now have the strategies to create a million dollar business. If that is where you see yourself, this workshop is for you.” Watch Susan's Video Susan Kendall CFP and CPA, Kendall Financial Services.
“Best presentation I have ever attended.” Watch Mike's Video Mike Matheson, Royal Alliance, Minneapolis
"This is the best program I have been to in over 20 years in the business! Keep up the good work. I am very satisfied." Watch Len's Video – Len McGehee, Advest
“ I love the sales presentation!! I will use this to make lots of money!!!!!! Great Experience!” Watch Sue's Video – Sue Klingel, State Farm
“You’ve shown me the type of business I want to have." – Mark Thompson
“Katherine your killer interview was unbelievably good. You should be charging $8,000 for just that part—you are giving away the store.” – Paul and Donna Quanrud
"Excellent, excellent, excellent. High energy. High impact, Highly implementable." Watch Dawn's Video – Dawn Benko, Ameriprise Financial Advisors
""Excellent content that is client focused and easy to implement. I liked it so much, that I am recommending it to my Broker Dealer." – Rob Gueriera, Wharton Business Group
"Peter Vessenes is the Zen Master of Business. If you want to double or triple your income this is the place that you have to be!" – Ben Lewis, Perception, Inc
“ Bottom line: if you are serious about getting your business to the next level—get yourself to the Million Dollar Marketing Workshop.” Watch Lee Ann's Video Lee Ann Younguist, Director Corporate Development, Swenson Anderson Financial Group
More Video Rave Reviews
“I believe this will enable my business to take a quantum leap! This was the best conference that I have ever attended.” - Mark Maund, Cherry Bekaert Holland:
“This is absolutely the best program that I’ve seen and I’ve been in the business for 31 years. Spend your money, spend it wisely, and come here!” Walt Anderson, Anderson Financial Network
“Peter & Katherine practice what they preach and I would highly recommend them to anyone at any stage in their career.” Danny Cochran, Danny Cochran CPA, CFP, PSS
“Great!! It helps you take your practice to the next level. This workshop meets every expectation that I came into it with and I left with a concrete plan of action.” Kathy Nixon, Soaring Eagle Tax & Financial Services, LLC
“Would recommend this to anyone who is serious about taking their practice to the next level.” Kyle Brownlee, Wymer Brownlee & Associates
“I was impressed with the motivation, guidance and the enthusiasm that we received from Peter and Katherine during the workshop. Their input is valuable.” - Aaron Brownlee, Wymer Brownlee & Associates
“Whether it is learning new marketing concepts or ideas on how to run the business, this workshop is well worth your time.” - David Monckton, SC Financial Partners
“After being a veteran of this type of conference, this one actually is actionable and power packed. It has people who truly optimize the statement that you know how much they care before you care how much they know.” - Rick Cundey, Cherry Bekaert Holland
“I would encourage anyone who is serious about being a Financial Advisor to come and attend this workshop. It was excellent in all respects.” - Tom Jackson, T. Jackson & Company
“They have proven techniques to get clients in the office and to also help you keep those clients engaged throughout the entire sales process.” - Dawn Willis, HD Vest
“If you need to ramp up your marketing program and get new ideas this workshop will give you top shelf stuff.” - Mike Rave, State Farm
“As good as we are at our profession, these are great new ideas that can and should be implemented.” - Karl Dunajcik, Moneta Group
“This workshop will give you a pocketful of ideas that can be easily implemented and will take your business to the next level.” - Delena Hardaway, Wymer Brownlee & Associates
“From a newbie to a seasoned Financial Advisor, anyone can get information that is relevant…working with your team, changing up your presenting style, finding success.” - Donna Strom, Cherry Bekaert Holland
“The information is very useful in your daily practice and you can begin implementing it immediately.” -Sherry Bronsord, Cherry Bekaert Holland
"The information presented can easily be applied into all attendees’ practices. You can do this!” - Bob Willis, Willis Financial Services

Announcing Our Team for the Million-Dollar Marketing Workshop:

Here is my bio, if you don’t know about my background:

KATHERINE VESSENES, JD, CFP®, RFC. Katherine is a popular platform speaker known for her entertaining style and practical suggestions for making your practice more profitable and less stressful. The creator of the No-Sell Sale™, Katherine will discuss the exact steps she took that led one advisor from $275K in production to $826K in just 18 months! She will describe another advisor who went from $200,000 to $1.2 million in just one year. Katherine has authored three books: Building Your Multimillion-Dollar Practice, Protecting Your Practice and The Compliance and Liability Handbook and writes for Advising Boomers, Broker/Dealer, Financial Planning Magazine, Horsesmouth.com, The Register and others.

PETER VESSENES, RFC, Peter is a brilliant strategist and sales trainer for financial advisory firms as well as a popular platform speaker. Peter will be sharing the inside techniques and systems he has used to help financial advisors and their sales managers, double or even triple their profits. Peter, a certified Kolbe™ consultant, will also discuss how he used the Kolbe system, coupled with an employee incentive program to transform one practice's bottom line in just 90 days. He is currently a feature writer for Horsesmouth and Broker Dealer magazine. He and Katherine co-authored, Building Your Multimillion-Dollar Practice, and he is writing The Five Hidden Elements of Leadership and The Triangle Offense, The Zen of Small Business

ED MORROW, RFC, CFP®, CEO OF FINANCIAL PLANNING CONSULTANTS. Industry expert Ed Morrow will be our special guest speaker. The hard-earned knowledge in his presentation, "Using Technology to Improve Your Marketing Results" is invaluable. Ed is one of the most brilliant sales and marketing gurus in the industry. Ed is designer of Practice Builder (formerly Text Library System), a CRM software used by over 3,000 advisors. He has lectured on financial planning, practice management and marketing and is a frequent speaker and writer on practice management and technology for such organizations as the FPA, MDRT, NAIFA, and IARFC. He has published over 500 professional articles and 3 books: Computerizing Your Financial Planning Practice, The Complete Millennium Preparation Guide and Personal Coaching for Financial Advisors. www.financialsoftware.com

Our coaching, mentoring, and advice have helped hundreds of people just like you to make thousands more dollars every month using our tried-and-proven systems, strategies and expertise.

Ready to join them?

Then read on.

Before I tell you, let's do a quick review of what you get:

You'll leave with:

• 12-month tactical mini-marketing plan

• Solid strategies for getting more referrals

• Proven techniques for closing more sales

• Great ways to involve your staff

• Your very own elevator statement

• A sense of confidence about your future

You'll benefit from almost 80 years of industry expertise as well as marketing, public relations and staff development expertise. This workshop can completely transform your marketing, your business, your finances, and your life, IF you have someone like our team fully supporting you!

Tuition to this special workshop is $1495.

However, register before Oct. 1st and receive a special discount of $250.00. That's right. The total cost when you take advantage of the early bird special is just $1245

Special Early Bird Rate: $1245.

Oak Ridge Conference Center Minneapolis, Minnesota

Hotel and transportation are not included. After you have registered, make sure you call (952) 368 1492 Oakridge Hotel to book your room reservations. The cost is $130 per night (for the 1st person, $30 for additional roommate) and includes dinner and a hot breakfast.

* Additional bonus: Register before Oct. 1st and we will include a complimentary Kolbe A™ Index, a $50 value! * Added bonus for you: Bring your spouse to the workshop for only $600 * Added bonus for you: We feel strongly that no one gets to a million dollar level without help. We want to offer the same workshop to your staff.

Good News: We've made it very affordable for everyone in your office! Office Managers and Assistants Only $749 each

REGISTER NOW - 3 ways to Register Click here to Register online Click here to download your registration form. Then fax it to us today at 952-470-7989. Call Erin Williams at 952-401-1045 or send an email to erin@vestmentadvisors.com

To get a brochure with the agenda and reasons to attend,

Click here to download our 4-page brochure. (6MB)
Click here for the low res version

Believe me, attending this hands--on workshop can completely transform your marketing, your business, your finances, and your life -- or you can continue to struggle along on your own. The choice is yours.

If investing this kind of money seems like the right kind of thing to do to double, triple or quadruple your income, sign up by Oct. 1st, 2006 to take advantage of the special $250 savings.

IMPORTANT:

Remember, we are committing to a keep the maximum to only 25 practices in this program! That way, we'll have enough time to spend with each one of you there, in addition to the follow-up we offer.

If you're ready to commit ... these 25 slots are first come, first served. So you must act FAST!

We look forward to working with YOU!

Wishing You Prosperity and Success,

Katherine Vessenes, President
Vestment Advisors, Inc.
27125 Marsh Point Court
Shorewood, MN 55331
952-401-1045
Katherine@VestmentAdvisors.com
www.VestmentAdvisors.com

P.S. Are ready to increase your income, close more business and see more prospects? Then remember what you get:

• Our 365 day guarantee you will make money with this information

• Your own 12 month mini-marketing program

• Over 30 marketing ideas

• Our killer first interview

• Your very own elevator statement

• Ways to use your staff to increase sales

• A sense of confidence about the future,

• All for $1245 if you register before Oct. 1st, 2006

Industry Reviews of Building the Multimillion Dollar Practice

“Vestment Advisors is the industry's best-kept secret.” – Brian Nygaard, former President of ING Broker/Dealer Network

"If you want to transform your business into a high profile, high performance financial advisory practice, then Building Your Multi-Million Dollar Practice is mandatory reading. Peter and Katherine Vessenes’ have translated decades of experience into a book so full of great ideas and concepts that you will want to read it several times. Whatever you do, keep this book away from your competitors!" – Stewart H. Welch, III, CFP®, AEP, co- author of J.K. Lasser’s New Rules for Estate and Tax Planning and The Complete Idiot’s Guide to Getting Rich (revised addition- December 2005 release).

"We think this book has the 3 E's: It is an Essential, Entertaining and Excellent resource for getting your practice to the next level. If you want to make more money with less stress this is your roadmap to a better business." – Norm Boone, CFP® and Linda Lubitz CFP® authors of Creating An Investment Policy Statement - Guidelines and Templates.

"It's refreshing to read a book that combines insights from different fields.  Katherine and Peter's insight comes not simply as experts in the financial arena, but as keen observers with a broader perspective.  Their book, Building the Multimillion Dollar Practice succeeds because it distills Katherine and Peter's experience and thinking into practical, specific advice.  The reader is assured that Katherine and Peter have done the hard work necessary to put together a book that is both helpful and interesting." – Kathy Kolbe, Chairwoman, Kolbe Corp Author of Powered By Instinct www.Kolbe.com

“Peter and Katherine have put together a no-nonsense business building book, an inside-out look at how you handle prospects, clients and staff. If this book doesn’t put “derrieres in chairs” for you, you didn’t read it. “ – Deena Katz, CFP, President, Evensky & Katz

“The greatest threat to the development of financial planning as a profession is the lack of a sufficient number of multi-professional firms that can accommodate the growing number of graduates from financial planning degree programs. Building Your Multi-Million Dollar Practices directly addresses many of the concepts and strategies that can take this profession from the “lone wolf, one-person ‘shops’” of yesterday, to the vibrant, collegial, professional environments that will thrive and survive over future generations.” – Fredrick E. Adkins III, CFP®, M.B.A., ChFC, CLU

“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

© Vestment Advisors, Inc. 2005  
Legal Disclaimer: Every effort has been made to accurately represent our program and its potential. The testimonials and examples used are exceptional results and are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual’s success depends on their background, dedication, desire and motivation.