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    Monday, February 22, 2010
    When is client service great enough to ask for referrals?
    This article provides a primer on referrals, answering many of the most common questions about this often-touchy topic.
    Friday, November 13, 2009
    How to meet 900 good prospects a year and have fun doing it
    How many advisors do you know who have thrown their clients a birthday party? That's right -- none. So when you do it, your clients and their friends are going to love you.
    Thursday, October 15, 2009
    Be a cheerleader
    Read this article to learn how cheerleading could be a quick way for you to close more business, improve staff morale and even strengthen your marriage -- all in less than 30 seconds.
    Monday, September 14, 2009
    Three more problems with your first client meeting
    This article provides three key mistakes that keep advisors from closing more business.
    Tuesday, August 25, 2009
    The power of "thank you"
    This article explains how something as simple as a thank you note can have a huge impact on your success.
    Monday, May 11, 2009
    The million-dollar closing-ratio formula
    Forget about managing your time as the key to financial success. That myth will get you nowhere. Instead, you've got to manage this simple formula to hit your marks. A quick must-read for advisors and managers alike!
    Friday, April 10, 2009
    The professional bio
    Even the small things have a big impact. So what can sending out a professionally written, single-page bio to new prospects in advance of your first meeting do for you? Read this article to find out.
    Thursday, April 2, 2009
    Five steps to creating your elevator statement
    This article explains how, the next time someone asks, "What do you do?" you can have a well-prepared description of your firm that motivates the listener to do business with you.
    Wednesday, March 4, 2009
    Dealing with the client from hell
    I don't know if it's the economy, the war or two full moons, but I have had more than my share of clients from hell recently. If you, too, are having more than your share of the CFH, take these steps to bring some peace into your practice and your...
    Thursday, January 29, 2009
    6 things advisors can do to keep clients happy in a down market
    Many successful advisors see the current market as an unprecedented opportunity to capture more business. In fact, we will probably never see an opportunity like this again in our lifetime.
  1. When is client service great enough to ask for referrals?
    This article provides a primer on referrals, answering many of the most common questions about this often-touchy topic.
  2. Successful client appreciation events
    Read this article for an in-depth explanation of one of the best ways you can be nice to your clients (especially boomers), solidify your relationship with them, and prospect for new clients.
  3. Three more problems with your first client meeting
    This article provides three key mistakes that keep advisors from closing more business.
  4. The professional bio
    Even the small things have a big impact. So what can sending out a professionally written, single-page bio to new prospects in advance of your first meeting do for you? Read this article to find out.
  5. Five steps to creating your elevator statement
    This article explains how, the next time someone asks, "What do you do?" you can have a well-prepared description of your firm that motivates the listener to do business with you.
  6. Be a cheerleader
    Read this article to learn how cheerleading could be a quick way for you to close more business, improve staff morale and even strengthen your marriage -- all in less than 30 seconds.
  7. Four things you're doing wrong at your first client meeting
    With so much hanging on the first meeting with a new prospect, don't fall into these deadly traps that hundreds of advisors make.
  8. How to meet 900 good prospects a year and have fun doing it
    How many advisors do you know who have thrown their clients a birthday party? That's right -- none. So when you do it, your clients and their friends are going to love you.
  9. The million-dollar closing-ratio formula
    Forget about managing your time as the key to financial success. That myth will get you nowhere. Instead, you've got to manage this simple formula to hit your marks. A quick must-read for advisors and managers alike!
  10. The power of "thank you"
    This article explains how something as simple as a thank you note can have a huge impact on your success.
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Katherine Vessenes (ProducersWEB Expert)
Peter Vessennes

Company

Vestment Advisors


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Vestment Advisors in Shorewood MN, is a hands-on organization helping entrepreneurs and captains of industry transform their corporations through trying times. Katherine and Peter Vessenes, principals of Vestment Advisors, bring companies of all sizes in the financial industry their unparalleled knowledge, experience, and proven track record of helping client companies increase profitability. Through their consulting and education services, they address the vital areas of business operations, from marketing and communication to personnel to increasing sales. Our goal is to make financial advisors, better financial advisors!

 

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