WealthVest Employees Gather for National Sales Meeting

Jun 2

Bozeman Financial Services Company Hosts First National Sales Meeting Since 2019

For the first time since 2019, WealthVest, a financial services marketing and wholesaling firm, was able to bring together its nearly 100 employees and four nationwide wholesaling teams for its in-person National Sales Meeting in Bozeman this May.

The National Sales Meeting is an opportunity for WealthVest’s employees to gather, exchange ideas, hear from experts in the financial services industry, and learn new ways to support financial professionals and their clients. This year’s meeting centered around the theme, Elevate Your Game.

“This year’s meeting was terrific. Both the content, which focused on increasing sales professionalism, and the opportunity to see people again. Or, since our teams have grown over the past two years, to meet people for the first time. In a relationship business, there is no substitute for meeting face-to-face.”
**- Lincoln Collins, Co-founder and President at WealthVest**

Among the speakers at this year’s meeting was Bill Cates, founder of the Referral Coach International, who presented on how to effectively coach financial professionals to build their practice and gain more referrals. Employees also heard from Evan Carroll with Spapiro Negotiations Inc., who discussed new ways to engage with financial professionals through digital and virtual means, and Hank Schulthesz from North Pointe Partners, who presented on successful wholesaling in a post-pandemic world.

“I truly enjoyed the wide variety of content delivered. It was a really beneficial blend of practical advice and creative insight from both outside speakers and the many talented folks at WealthVest. I’ve already implemented many ideas in my daily practice”
**- Katie Gaunt, Regional Consultant at WealthVest**

Employees also heard from various WealthVest executive team members and department managers throughout the four-day event. Tim Pierotti, the company’s new Chief Investment Strategist, provided an in-depth market update. WealthVest National Sales Managers Alex Samoila, Matt Hamann, and Charlie Yoachum also took turns presenting specific sales ideas to help their wholesaling teams elevate their game over the next year.

The meeting wrapped up with a day of team-building activities in and around Bozeman and an evening at the company’s headquarters, featuring a live band and local food truck.