أفضل بودكاسات Midwestern Securities (2024)

1
Empowering Community Banks: Unlocking Revenue and Trust through Merchant Advocate Solutions 32:04

6d ago32:04

32:04

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…

1
Inflation, Recession, and Regulation: The Triple Threat to Community Banks 34:18

1M ago34:18

34:18

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 navigat…

1
Transforming Financial Services: The Role of Technology and Customer Journey Mapping 36:24

2M ago36:24

36:24

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 ins…

1
How AI is Transforming Financial Institutions 34:08

3M ago34:08

34:08

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,…

1
How Community Banks Can Grow Relationships with Commercial Clients Through ESRP’s 39:53

4M ago39:53

39:53

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 se…

1
Understanding the Role Trusts Play In Community Banking Today 35:35

6M ago35:35

35:35

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 cha…

1
How M&A/Mergers and Acquisitions Can Help Community Banks Stay Sustainable 37:01

6M ago37:01

37:01

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 …

1
The Role of Technology in Community Bank Wealth Management: Enhancing Efficiency & Client Experience 26:38

7M ago26:38

26:38

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 #creditunions …

1
Community Banking Wealth Management Forecast 2024 45:55

8M ago45:55

45:55

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 financi…

1
Get to Know Our New VP of Business Development 35:38

9M ago35:38

35:38

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 ser…

1
Creating a Cherished Culture Through Purpose Driven Leadership 35:32

10M ago35:32

35:32

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 o…

1
Marketing and Promoting Wealth Management Services in a Community Bank: Reaching the Right Audience 34:30

12M ago34:30

34:30

"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 connecti…

1
Creating A Community Financial Oasis - A Holistic Approach to Banking and Wealth Management 37:56

1y ago37:56

37:56

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—…

1
Understanding the Biggest Challenges For Community Banks in Illinois and How To Overcome Them 32:05

1y ago32:05

32:05

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 communit…

1
Understanding the Biggest Challenges For Community Banks in Kentucky and How To Overcome Them 48:46

1y ago48:46

48:46

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 formi…

1
Developing a Successful Sales Strategy for Your Wealth Management Division 24:38

1y ago24:38

24:38

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 divisio…

1
Expect more for your Wealth Management Division, and get it! – One Community Bank's Story 41:17

1+ y ago41:17

41:17

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, Preside…

1
Small but Mighty - One Community Bank's Success Story 28:20

1+ y ago28:20

28:20

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 innova…

1
The Role of Investment Advisory Services in the Banking Industry 39:20

1+ y ago39:20

39:20

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 v…

المدونة الصوتية تستحق الاستماع

Midwestern Securities بودكاست

المدونة الصوتية تستحق الاستماع

1
Banking on Growth

Midwestern Securities

1
Empowering Community Banks: Unlocking Revenue and Trust through Merchant Advocate Solutions 32:04

1
Inflation, Recession, and Regulation: The Triple Threat to Community Banks 34:18

1
Transforming Financial Services: The Role of Technology and Customer Journey Mapping 36:24

1
How AI is Transforming Financial Institutions 34:08

1
How Community Banks Can Grow Relationships with Commercial Clients Through ESRP’s 39:53

1
Understanding the Role Trusts Play In Community Banking Today 35:35

1
How M&A/Mergers and Acquisitions Can Help Community Banks Stay Sustainable 37:01

1
The Role of Technology in Community Bank Wealth Management: Enhancing Efficiency & Client Experience 26:38

1
Community Banking Wealth Management Forecast 2024 45:55

1
Get to Know Our New VP of Business Development 35:38

1
Creating a Cherished Culture Through Purpose Driven Leadership 35:32

1
Marketing and Promoting Wealth Management Services in a Community Bank: Reaching the Right Audience 34:30

1
Creating A Community Financial Oasis - A Holistic Approach to Banking and Wealth Management 37:56

1
Understanding the Biggest Challenges For Community Banks in Illinois and How To Overcome Them 32:05

1
Understanding the Biggest Challenges For Community Banks in Kentucky and How To Overcome Them 48:46

1
Developing a Successful Sales Strategy for Your Wealth Management Division 24:38

1
Expect more for your Wealth Management Division, and get it! – One Community Bank's Story 41:17

1
Small but Mighty - One Community Bank's Success Story 28:20

1
The Role of Investment Advisory Services in the Banking Industry 39:20

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