1847Financial Oklahoma/Kansas put their firm vision of caring, respect, and belonging into action at their quarterly firm event that combined community service, culture building, bonding, and training. The event boasted an impressive turnout, with over 30 attendees, including 20 financial professionals from 3 different states, 8 home office representatives, as well as local firm leadership. Let’s check out the highlights of the two impactful, fun-filled days: 

Service First Mentality

Team members gathered at Iron Gate in downtown Tulsa, an organization whose mission is simple: to feed the hungry and homeless every day, whether it’s through their soup kitchen, grocery pantry, or kid’s pack pantry.

Together the team assembled 100 large grocery boxes, positively affecting hundreds of needy individuals, long after their shift concluded.   

Choose Your Own Adventure

Attendees had the freedom to choose their afternoon activity, whether engaging in pickleball matches at TopSeed or immersing themselves in a golf simulator at SuperFly Golf Lounge.  Managing Principal Ken Kolosso’s unbeaten streak on the pickleball court added an extra element of friendly competition to the mix. 

Foodie Fun With a Jazz Flair

The evening events commenced with a dinner outing at Elote, a Tulsa foodie staple. The team sampled a unique sweet menu, including sweet corn tamales and puffy tacos.

The night concluded in a soulful Jazz Night experience at the Tulsa Club Hotel, where team members mingled amidst the melodic harmonies of excellent local talent.

Training Sessions Inspired Financial Professionals to Adapt Their Practices

Day 2 featured engaging training sessions designed by and for financial professionals and included a variety of speakers and topics, including:

>> Ken Kolosso, Managing Principal & Matt Hulse, Practice Development Specialist

      Welcome & RMD Max Strategy Primer

>> Zina Lauman - Director, RIA Product, Sales Support & Business Development, HTK

      Implementing Fee-Based Planning & Product Suite Overview

>> Bob Riggs - VP Practice Solutions Director, Envestnet

      Product Suite Overview

>> Stephanie Crawley, Practice Development & Amy Provezis, Field Marketing

      Driving Growth in Your Business

>> Rob Sherman, Operations, HTK

      HTK Operations & Processing Updates

>> Steve Schaack, Annuity Product Wholesaler

      Variable Annuity Overview/Discussion

>> Niki Muller, AVP – 1847Financial

      Update and Thank You Message

Looking Ahead: Committed to Culture

1847Financial Oklahoma/Kansas remains dedicated to fostering a vibrant and supportive firm culture. By consistently integrating culture-building initiatives into their quarterly gatherings, they exemplify the philosophy that the best financial professionals possess both expertise and a heart for service.

If you are curious to learn more about our firm culture and exceptional support we offer, we invite you to connect with us. Together, let us explore the possibilities of partnership and growing your practice.

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