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Wealth Vest Adds Alex Daigle To Its Nationwide Wholesaling Team

Feb 04, 2024over 1 year ago

Position

Vice President

Company

WealthVest

Alex Daigle
BozemanFinancial Services

Description

WealthVest announces the hiring of Alex Daigle as a Regional Vice President to support financial professionals in North Texas and Oklahoma.

Company Information

Company

WealthVest

Location

Bozeman, Montana, United States

About

It is projected that 78 million baby boomers will reach retirement age within the next 11 years, financial professionals need to be prepared with resources, effective products and strategic messaging to keep their client’s money safe and help them retire with dignity and confidence. However, due to shrinking pensions, retirees living longer, social security uncertainty and current market risks, traditional retirement planning is no longer effective. Understanding that traditional retirement strategies may not withstand timing risk, market crashes and other unforeseen hurdles, WealthVest saw an opportunity. WealthVest not only partners with insurance carriers that offer the most consumer-friendly products on the market, but they also provide wholesaling support making them a go-to resource for financial professionals seeking strategies to keep their client’s money safe and providing a predictable and comfortable retirement.

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Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months