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Thursday July 29, 2010

Entertaining and always full of practical suggestions to help advisors make their businesses more profitable, more compliant and safer, Katherine Vessenes knows how to keep an audience energized, involved and motivated to take action. Reviews consistently rate her among the top presenters at financial events.

Katherine takes topics that can often be complicated and boring—like compliance, ethics and the legal issues of the financial services industry practice—and makes them easy to understand, yet lively and entertaining for the audience. Says Katherine. “I don’t feel like I have succeeded, unless each person gets a piece of information they can use to make their business safer, more profitable and their life easier. “

6 Things Multimillion-Dollar Advisors Are Doing to Keep Clients Happy in a Down Market and Attract New Ones.

Tuesday, May 5th, 2009

I am constantly amazed at the disparity between advisors in a down market. Some are doom and gloom, Chicken Littles and others are laughing all the way to the bank. One of the great things about my job, is that I get to see inside the offices of dozens of multimillion dollar advisors [...]

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