Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing high-quality financial advice. Join us as we explore the world of investing through the community banking lens. Midwestern Securities is a member of FINRA/SIPC.
Join us for this episode of Banking On Growth, where host Mike Graham welcomes Wes Johnson, CPA from Forvis Mazars. In this insightful discussion, we explore the evolving landscape of community banking, particularly in light of recent political changes and their implications for tax planning. Wes shares his expertise on the Tax Cuts and Jobs Act, accelerated depreciation strategies, and fintech's growing influence in banking operations. As we navigate through topics such as potential tax legislation under a Republican administration and the importance of strategic planning for community banks, you'll gain valuable insights into how these factors can shape the future of financial institutions. Whether you're a banker, investor, or simply interested in the financial sector, this episode is packed with essential information to help you understand the current trends and challenges in community banking. Don't miss out—tune in now to stay informed and empowered in your financial journey!-------- The information set forth in this presentation contains the analysis and conclusions of the author(s) based upon his/her/their research and analysis of industry information and legal authorities. Such analysis and conclusions should not be deemed opinions or conclusions by Forvis Mazars or the author(s) as to any individual situation as situations are fact-specific. The reader should perform their own analysis and form their own conclusions regarding any specific situation. Further, the author(s)’ conclusions may be revised without notice with or without changes in industry information and legal authorities.ContactForvis MazarsWes JohnsonDirectorP: 217.429.2411Wes.johnson@us.forvismazars.com--------Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
1/17/25 • 32:39
Join us for another engaging episode of Banking on Growth with host Mike Graham as he welcomes Eric Cook from WSI. In this insightful discussion, Eric shares his journey from a community banker to a digital marketing expert, focusing on how community banks can leverage technology and data to thrive today.Discover the importance of understanding data, the role of artificial intelligence in marketing, and how to foster a culture that values innovative marketing strategies. Whether in the banking industry or just interested in the intersection of finance and technology, this episode offers valuable insights and practical advice. Tune in now!About Our GuestEric Cook is a seasoned banking and digital marketing professional with over 15 years of experience as a community banker. His firm specializes in web design, social media strategies, SEO, and strategic marketing services, primarily for community banks and financial institutions.In addition to his work with WSI, Eric founded The Linked Banker, a mentoring and mastermind community that helps banking professionals leverage technology and enhance their online presence. His dual focus on institutional marketing and individual banker development allows him to bridge the gap between traditional banking practices and modern digital strategies, making him a valuable resource for financial institutions looking to innovate and grow.Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
12/20/24 • 42:22
Welcome to the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this episode, we are excited to have Charlie Kelly, a partner at Remedy Consulting, join us for an insightful discussion on the intricacies of technology contracting and negotiation within the banking sector.About Our GuestCharlie brings a wealth of experience from his time at one of the largest core vendors in the industry, where he managed pricing and contracts. With over six years at Remedy Consulting, he and his team focus on helping community banks and credit unions navigate the complex landscape of technology contracts. Their mission is to ensure financial institutions receive fair treatment from their technology vendors while maximizing their growth potential.What You’ll LearnUnderstanding Technology Contracts: Charlie explains how contracts are structured in the banking industry and the implications these agreements have on growth opportunities for banks and credit unions.The Role of Consultants: We discuss why more than 50% of financial institutions are now turning to consultants like Remedy for assistance with their technology contracts. Charlie shares insights into how consultants can save institutions money and provide strategic guidance during contract negotiations.Market Trends: The conversation dives into current trends affecting technology vendors, including the impact of private equity on service quality and customer support. Charlie highlights how these changes can affect user experience and operational efficiency.Navigating Vendor Relationships: Learn about community banks’ challenges when dealing with large core providers and how Remedy Consulting helps clients achieve better outcomes in their vendor relationships.Case Studies: Charlie shares real-world examples of how Remedy has successfully assisted clients in negotiating better terms and conditions, ultimately leading to significant cost savings.Join UsWhether you’re a financial institution executive, a board member, or simply interested in the intersection of finance and technology, this episode is packed with valuable insights that can help you understand the importance of strategic vendor partnerships in driving growth.Stay ConnectedDon't forget to subscribe to Banking on Growth for more episodes featuring industry experts sharing their knowledge on navigating challenges in the banking sector. If you enjoyed this episode, please leave us a review and share it with your network!Thank you for tuning in!Subscribe now to receive notifications and access the complete library of empowering episodes designed exclusiFollow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
11/29/24 • 35:47
Join us for this exciting episode of the Banking on Growth podcast, where host Mike Graham, President of Midwestern Securities, welcomes Jim Perry, Senior Strategist at Market Insights. Together, they dive into the evolving landscape of community banking and the importance of adapting to new technologies and consumer needs. In this episode, you'll learn about:The Role of Community Banks: Discover how these institutions can leverage their close relationships with customers to foster growth and innovation.Insights from Finnovate Fall: Jim shares key takeaways from his recent experience at this major fintech conference, including discussions on financial inclusion and cutting-edge technology demos.The Future of Banking: Explore strategies for community banks to embrace fintech partnerships and enhance their service offerings.Don't miss the invaluable insights that can help your institution thrive in a rapidly changing financial environment!If you enjoyed this episode, please subscribe, rate, and leave a review! Please share your thoughts in the comments below or connect with us on social media.Tune in now and empower your financial institution to grow and adapt!Subscribe now to receive notifications and access the complete library of empowering episodes designed exclusively for community financial institution leaders seeking to thrive in wealth management services.Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
11/8/24 • 35:04
Join us for our latest episode of Banking on Growth with host Mike Graham as he welcomes Eric Cohen from Merchant Advocate. With over 25 years in the credit card processing industry, Eric shares his journey of creating a unique service that helps businesses save on credit card processing fees without switching providers. In this episode, we discuss:The Importance of Transparency: Understanding the complexities of credit card processing and how it affects businesses.Community Banks and Merchant Services: Why community banks should consider partnering with Merchant Advocate to enhance their service offerings.Creating Value for Clients: How to solve pain points for business owners, fostering trust and loyalty.Eric’s innovative approach has saved clients over $300 million, and he explains how community banks can leverage this model to retain customers and grow deposits and loans. Don’t miss out on these valuable insights!👉 Subscribe now for more episodes!Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
10/18/24 • 32:04
Welcome to today's episode of Banking on Growth. We are excited to have Chris Furlow, President and CEO of the Texas Bankers Association, joining us. With a long history of leadership in the banking industry, Chris brings a wealth of experience and insight, especially when it comes to advocating for community banks. Chris shares how the TBA navigates the complex regulatory landscape while also creating an environment that fosters business growth. From reducing unnecessary hurdles to proposing constructive ideas, the association is a driving force in improving the business environment for community banks. We’ll hear firsthand how advocacy isn’t just about lobbying—it’s about fighting for policies that allow banks to continue supporting families, small businesses, and local economies.Chris also touches on the shifting economic landscape, discussing how the pandemic, inflation, and rising interest rates have impacted the banking industry, particularly community banks. With thousands of pages of new regulations, the challenges facing the sector are significant. But, as Chris explains, the Texas Bankers Association is working tirelessly to ensure that the banking industry remains strong, vibrant, and most importantly, aligned with the needs of the communities it serves.Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
9/13/24 • 34:18
Discover how to bridge generational gaps and build meaningful customer relationships in the latest episode of "Banking on Growth" with Michael Graham and guest Robert Zondag. Learn the power of social media, the shift from transactions to relationships, and the importance of owning your customer experience. Don’t miss out on these game-changing insights! 👉 Watch now and transform your financial strategies! 📧 Connect with Robert Zondag at robert.zondag@wipfli.com for more info. #CustomerExperience #FinancialGrowth #GenX #SocialMediaStrategy #AI #BankingOnGrowth #FinanceInsightsFollow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
8/13/24 • 36:24
Join us in this episode of "Banking on Growth" with Mike Graham, President of Midwestern Securities. Today, Mike sits down with Scott Stevens, Chief Information Security Officer at Integrity Technology Solutions, to discuss Artificial Intelligence (AI) and its impact on the financial sector.Scott shares his extensive experience in the IT industry, spanning nearly 40 years, and provides a comprehensive overview of AI, its applications, and its implications for financial institutions. From the basics of AI to its advanced applications in security, customer service, and data management, Scott offers valuable insights into how AI is reshaping the financial landscape.Whether you're tech-savvy or just starting to explore AI, this episode is packed with practical information and expert advice. Learn about the benefits and risks of AI, the importance of data accuracy and security, and the steps financial institutions should take to leverage AI responsibly.Don't miss this engaging discussion on the future of AI in banking and how it can be a powerful tool for growth and innovation.Topics Covered:• Introduction to AI and its significance• AI applications in email spam filters and antivirus products• Financial institutions adopting AI for various tasks• Security concerns and risks associated with AI• The role of AI in data management and decision-making• Regulatory perspectives on AI usage in financial institutionsAdditional Resources:Integrity Technology Solutions Midwestern SecuritiesSubscribe to Banking on Growth PodcastContact Us: Have questions or suggestions? Contact us at info@midwesternsecurities.comSubscribe for more episodes and stay updated with the latest trends and insights in the banking and financial sector.#artificialintelligence #ai #BankingOnGrowth #financialinstitutions #cybersecurity #TechInBanking #futureoffinance #AIInBankingFollow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
7/24/24 • 34:08
In this episode of Banking on Growth, Mike Graham, President & CEO of Midwestern Securities, sits down with Nathan White, Director of Retirement Plans & CFO at Midwestern Securities, to discuss how community financial institutions can deepen relationships with commercial customers.Community banks must find innovative ways to differentiate their services and build strong, lasting relationships with their commercial clients. One powerful tool that can help achieve this is the Employer Sponsored Retirement Plan (ESRP). In this video, we discuss how community banks can leverage group retirement plans such as 401ks and SIMPLE IRAs to unlock long-term growth and profitability. ESRPs offer a unique opportunity for companies to offer a valuable employee benefit while providing business owners with potential strategic tax advantages while helping them comply with state retirement savings laws.We'll cover:• Understanding the ESRP Landscape: Learn about the increasing need for ESRPs and how they benefit companies and employees alike.• The Role of Community Banks: See how community banks can position themselves as trusted advisors and ESRP experts to differentiate their services and strengthen client relationships.• Leveraging ESRPs to Strengthen Commercial Client Relationships: Find out how community banks can offer valuable expertise and guidance in the ESRP process to become indispensable resources for their commercial clients.• Offering Comprehensive ESRP Services: Learn about the suite of services community banks can provide, from feasibility studies and implementation to ongoing program management and employee education.By positioning themselves as experienced leaders in the Employer-Sponsored Retirement Plan arena, community banks can build deeper, more valuable relationships with their clients, unlock new revenue streams, and achieve long-term success.If you're a community bank or credit union looking to enhance your client relationships and offer innovative solutions, this podcast episode is for you. Subscribe for more insights into leveraging financial tools for success.Timestamps:0:00 - Introduction 1:35 - Understanding the ESRP Landscape 3:45 - The Growing Need for ESRPs 6:20 - The Role of Community Banks 9:05 - Leveraging ESRP to Strengthen Client Relationships 12:30 - Offering Comprehensive ESRP Services 15:10 - Case Studies: ESRP Success Stories 19:55 - Conclusion: Unlocking the ESRP AdvantageFollow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
6/28/24 • 39:53
In this episode of Banking on Growth, Michael Graham, President of Midwestern Securities, sits down with Loyd Pohl from Pohl Consulting and Training to explore the intricacies of trust services in community banking. Loyd shares insights drawn from his extensive experience in the trust and banking industry, providing valuable perspectives on the challenges and opportunities faced by community financial institutions.Throughout the conversation, Loyd sheds light on why community banks and credit unions offer trust services, emphasizing the importance of profitability and regulatory compliance. He discusses common challenges, such as regulatory scrutiny and the difficulty in finding experienced trust personnel, while also addressing the perceived risks associated with trust departments.Loyd emphasizes the need for community financial institutions to invest in their trust departments, both in terms of hiring the right people and providing ongoing support. He highlights the importance of leadership buy-in and aligning trust services with broader organizational goals, stressing the need for collaboration and communication across different business lines.The Difference Between Wealth Management and Trust Services:Loyd also discusses the differences between wealth management and trust services, advocating for clarity in terminology and alignment in service delivery. He emphasizes the role of credibility and client trust in the success of trust departments, urging institutions to prioritize excellence in client service. Join us for this insightful conversation on trust services in community banking and gain valuable perspectives on how financial institutions can evolve and thrive in today's dynamic landscape.Subscribe now to receive notifications and access the complete library of empowering episodes designed exclusively for community financial institution leaders seeking to thrive in the world of wealth management services.Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
5/9/24 • 35:35
Join us as we discuss the top challenges facing community banks today, from regulatory pressures to technological disruption, and how these factors influence strategic decisions around M&A. With a focus on transparency and understanding, we delve into the nuances of buyer's and seller's markets, exploring how capital position, market dynamics, and regulatory environments impact the negotiating table. But it's not just about the numbers – we delve into the softer issues that can make or break a deal, from cultural alignment to regulatory considerations. With expertise drawn from years of business consulting, particularly in the realm of community banking, we offer practical advice for bankers navigating these complex waters, highlighting the importance of intentionality and thoughtful planning in maximizing their institution's vision and potential. Whether you're a seasoned banker seeking to stay ahead of the curve or simply curious about the inner workings of community banking, this video is for you. Tune in for valuable insights, actionable strategies, and expert perspectives on how community banks can thrive in an ever-evolving financial landscape. Don't forget to like, share, and subscribe for more content on community banking, mergers, acquisitions, and strategic alliances. And if you're interested in learning more about our firm and how we can support your banking journey, visit us for additional resources and information. Let's navigate the complexities of community banking together.#communitybanking #communitybanks #mergersandacquisitions Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
4/26/24 • 37:01
In our latest episode of Banking on Growth, we're diving deep into the transformative power of technology in community financial institution wealth management. Join us as we explore how advancements in tech are reshaping financial planning, making it more personalized and efficient than ever before. #bankingongrowth #communitybanking #creditunionsFollow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
3/29/24 • 26:38
In this special episode, Cassie Taraboletti, CFP®, Executive Vice President & COO of Midwestern, sits down with Michael Graham, CFP®, President of Midwestern Securities. Together, Cassie and Michael dive deep into the evolution of wealth management in the banking space, exploring the challenges and opportunities that lie ahead for community financial institutions and the industry as a whole. From shifting trends to emerging technologies, they provide a comprehensive overview of what to expect in 2024. #CommunityBanks #RetailWealthManagement #BankingInsightsFollow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
3/11/24 • 45:55
This week, we’re back on YouTube for another episode of “Banking on Growth” to meet our new Vice President of Business Development, Anne Schutt! Join us as we discuss the key differences between big banks and community financial institutions, what banks look for in financial advisors, and how to take your retail wealth management and investment services divisions to the next level. Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
2/1/24 • 35:38
In the fast-paced landscape of today's professional world, where success is often measured in numbers and bottom lines, there emerges a beacon of leadership that transcends mere metrics. In this episode, we are honored to have the esteemed Kathryn Spitznagle, Owner of Professional Coach Mentoring Women Millennials, LLC, as our special guest. With over thirty years of invaluable experience in mentoring, training, and leadership development across corporate, small business, and not-for-profit landscapes, Kathryn brings a wealth of wisdom to the conversation. Join us for a thought-provoking exploration into leadership, purpose, and the profound influence one can wield when driven by a commitment to cultivating a culture that is truly cherished. This is more than a conversation; it's an exploration of the transformative power of purpose-driven leadership.Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
12/22/23 • 35:32
"Banking on Growth" is back again, and now, we discuss key marketing insights with Dr. Maribeth Kuzmeski, PhD, President of Red Zone Marketing. Join us as we learn marketing strategies for wealth management services within community banks. Don’t miss this episode that can help your financial institution's outreach with invaluable advice on connecting with the right audience. #WealthManagement #MarketingStrategies #BankingInsightsFollow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
11/4/23 • 34:30
Welcome to a transformative episode of "Banking on Growth," presented by Midwestern Securities and hosted by Michael Graham, CFP®. Join the conversation with Fairfield National Bank's leaders—Luke Harl, VP of Asset Management; Jonathon Farmer, CPA, MBA, Vice President of Tax and Accounting; and Rich Montgomery, Chief Risk Officer and Trust Officer—as they delve into creating a community financial oasis and building a holistic approach to banking and wealth management. Explore the strategic initiatives driving community wealth growth in Illinois and discover how Fairfield National Bank pioneers a holistic approach, seamlessly integrating tax, accounting and investment services into traditional banking practices. From diversifying business lines to fostering internal growth through cross-departmental training, this episode navigates the complexities of cash management and risk management, providing profound insights into shaping a resilient and interconnected community through innovative financial strategies.Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
10/13/23 • 37:56
In this episode of Banking on Growth, we sit down with a distinguished guest, Kraig Lounsberry, President and CEO of the Community Bankers Association of Illinois. Together, we delve deep into the world of community banking within the dynamic landscape of Illinois. Kraig shares invaluable insights into the most pressing challenges faced by community banks in the state and offers pragmatic strategies for overcoming them. From adapting to fintech innovations to addressing talent shortages, we explore the evolving banking landscape and provide actionable guidance to help community banks not only survive but thrive in today's financial ecosystem. Tune in to gain a comprehensive understanding of the unique challenges and opportunities awaiting community banks in Illinois.Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
9/22/23 • 32:05
Welcome to another enriching episode of "Banking on Growth," presented by Midwestern Securities. In this episode, we dive deep into the world of community banking as we sit down with esteemed guest Ballard W. Cassady Jr., President and Chief Executive Officer of the Kentucky Bankers Association. Join us as we gain invaluable insights into the formidable challenges that community banks in Kentucky face and, more importantly, discover the strategic wisdom that propels them forward. From navigating regulatory landscapes to harnessing the power of personal connections, Cassady's expertise unveils a path of resilience and innovation. Whether you're a financial enthusiast, a community advocate, or simply curious about the intricacies of local banking, this episode promises a thought-provoking exploration into the dynamic world of community banking and its pivotal role in fostering growth. Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
8/21/23 • 48:46
Welcome to another inspiring episode of Banking on Growth. In this episode, entitled: Developing a Successful Sales Strategy for Your Wealth Management Division, we sit down with an industry-leading sales professional who shares invaluable insights on how community banks can develop a successful sales strategy within their wealth management divisions. Join us as we welcome Anthony “Tony” Cole, the former Co-Founder/Chief Learning Officer of the Anthony Cole Training Group, a seasoned sales expert with a proven track record of elevating community bank performance through effective sales practices. With years of experience in the financial industry, Tony provides practical advice and actionable tips for bank managers seeking to boost their wealth management divisions. Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
8/4/23 • 24:38
Banking on Growth empowers community banks to dream bigger, expect more, and ultimately achieve outstanding client results. By sharing our clients' perspectives and experiences, we hope to inspire and guide other community banks on their own journeys toward excellence in wealth management. This episode sees Mike interview Christopher Gavin, President of Midwest Bank of Western Illinois. Join us as we hear what Chris says about his community bank’s journey with Midwestern Securities and how he achieved success once he found the right broker/dealer. Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
7/21/23 • 41:17
In this captivating episode of "Banking on Growth," join host Mike Graham as he sits down with Brian Boggs, President of Table Grove State Bank, and Josh Miller, Financial Advisor from TGSB Financial Services. Discover the inspiring success story of this small but mighty community bank, as Brian and Josh share their triumphs, challenges, and innovative strategies that have propelled their growth. With a perfect blend of informative discussion and entertaining banter, this episode showcases Table Grove State Bank's unwavering commitment to their community, exceptional customer service, and their ability to stay agile in a rapidly changing financial landscape. Get ready to be inspired and motivated by their remarkable journey, as Mike leads a fun and professional interview that will leave you eager to take on any challenge in your own endeavors.Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
6/30/23 • 28:20
Welcome to the first episode of "Banking on Growth," where we interview Midwestern Securities president and the show's future host, Michael Graham. Let's join him in exploring the crucial role of wealth management services in the banking industry. With his expertise, Michael dives into their investment program, financial planning, and the immense value wealth management services bring to individuals and businesses. Join us to gain invaluable insights, stay informed about evolving trends, and embark on a successful wealth management journey with us.Follow us for more financial insights:Facebook: https://www.facebook.com/midwesternsecuritiesLinkedIn: https://www.linkedin.com/company/midwesternsecuritiesWebsite: https://midwesternsecurities.com/YouTube: www.youtube.com/@midwesternsecurities1999-----Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry. If your bank needs a team that can help, visit https://midwesternsecurities.com/.Member FINRA/SIPC
6/9/23 • 39:20