Banking on Growth Midwestern Securities

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


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. 


Member FINRA/SIPC

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.

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

#bankingongrowth #communitybanking #creditunions

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.

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

#CommunityBanks #RetailWealthManagement #BankingInsights

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. 
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

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

"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.

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


#WealthManagement  #MarketingStrategies #BankingInsights