Why WealthVest?

WealthVest is pioneering a financial services distribution model in the guaranteed products space. We offer a value proposition that is second to none, because we understand the unique needs of the independent financial advisor:

44 field sales consultants, located across the country. WealthVest offers a seasoned team of sales professionals across the country. Our Sales Consultants carry an average of 13 years field sales experience. With guaranteed products exploding in popularity, we can help advisors understand the concepts and position solutions with their clients.

The most highly recognized practice management coaches in the industry. We have an exclusive coaching arrangement with Ron Carson, the largest producer at Linsco Private Ledger for 17 years and the founder of the Peak Academy. We offer Tom Hamlin, the largest producer at Raymond James and an advisor who has mastered the art of electronic marketing. Peter Montoya, Bill Good, and Tom Hopkins are a few names that round out our stable of coaches. Advisors who work with WealthVest receive exclusive access to these industry icons for the purposes of coaching and practice management.

Wealth Tribes Study Groups. Advisors can become the best when they learn with the best. We sponsor several study groups that connect like minded advisors for the purposes of sharing ideas and networking. Tom Doyle and Lauren Eichner of Getting Results Coaching facilitate these groups. Current and planned programs include “Success Using Electronic Marketing”, “Success Using Radio”, “Success With Seminars”, and “Success With CPA And Attorney Networks”. Advisors have access to these groups.

And we offer so much more – in the final analysis, Infinex wants the support necessary to drive revenues for their advisors and the home office. WealthVest is uniquely qualified to do just that.