Bozeman-Based Financial Services Distribution Company Brings Together Employees for Two-Days of Learning, Networking and Celebration.

Featuring renowned speakers, employee awards and more, WealthVest, a financial services marketing and wholesaling firm, held its annual National Sales Meeting in Bozeman, Montana, earlier this May. The company hosted more than 100 employees for the two-day event.

“It was an absolute pleasure having all of our employees join us for two full days of learning, networking and idea exchange,” said Wade Dokken, co-founder and president at WealthVest. “This year’s content, which centered around modern-day wholesaling, was exceptional and aligned well with our mission to rethinking retirement and add more value to our advisors’ practices.”

Wealthvest’s three nationwide wholesaling teams and its back-office support team had the opportunity to learn from keynote speakers Hank Schulthesz from North Pointe Partners and Colin Lake with Developing the Next Leaders. Schulthesz and Lake provided essential guidance and insight into being a better partner for advisors and their clients during multiple sessions with attendees.

Team members also heard from WealthVest executives, National Sales Managers and department heads, who presented several new sales ideas and strategies aimed at helping team members build for the future. Chief Investment Officer Tim Pierrotti also provided an in-depth market update.

During the meeting, WealthVest also recognized its top-producing wholesalers from last year, which included:

2022 Top Regional Consultants:

Brian Sweeney                  Brian Robinson                 Katie Gaunt

2022 Top Regional Vice Presidents:

Michael Soulis                   Jeff Orlando                       Ken Rathke

2022 Top Marketing Consultant:

Michael Lovisolo

Additionally, the company celebrated the hard work of its back-office employees with its first-ever “Give an F” awards, which recognized employees who best embodied the company’s core values. Voted on by their coworkers, this year’s recipients included:

Fiduciary – Katelyn Couturier                     Friendly – Lisa Davis

Fast – Kim Wendell                                        Focused – Cody Wacura

Flexible – Tana Parisi                                    Fun – Amanda Hauer

Photos from the national sales meeting can be found on WealthVest’s Facebook and LinkedIn pages or at www.wealthvest.com.