Name: Katherine Vessenes
Job Title: President, CFP, JD, RFC
Company Name: Vestment Advisors
Biography: According to Kaplan Press, Katherine Vessenes is “America’s Leading Authority on Building the Multimillion-Dollar Practice.”
Katherine takes topics that can often be complicated and boring--like compliance, practice management, life insurance or marketing systems--and makes them easy to understand, yet lively and entertaining for the audience.
The creator of the No-Sell Sale®, Katherine uses her personal experiences as a top financial advisor and consultant to help her audiences achieve an easy, almost effortless sale. Her success with this system helped her become a well-known industry leader on making your practice more profitable, attracting more clients, and staying out of trouble at the same time.
Katherine is also a nationally known expert on how clients can create tax-free income in retirement using certain life insurance products. With a closing ratio of over 80%, she quickly became one of the top financial advisors in the country using these strategies.
Katherine left personal financial planning in 1989 to become Vice President and Officer of the IDS Mutual Fund Group (now Ameriprise) where she was legal counsel to Gerald Ford, and other Fortune 20 CEOs. Later she created two ethics programs for advisors with American Express, in conjunction with the ICFP. She has also served on the CFP® Board of Ethics and Professional Responsibility and for two years consulted with a large broker/dealer on standardizing her “No-Sell Sale” system across their sales force. Her institutional clients include ING, H and R Block, Minnesota Mutual, Northwestern Mutual, Riversource, Merrill Lynch and many more.
In addition to running her own consulting business and a retail financial advisory firm, Katherine is an attorney, popular industry consultant and has authored three books: Protecting Your Practice, The Compliance and Liability Handbook, and Building Your Multimillion-Dollar Practice, which she co-authored with her husband and business partner, Peter Ves