10 episodes

Join us for a conversation with local business professionals and leaders. Episodes are available every other week! Nicolet Bank is a growing, full-service, community bank providing services ranging from commercial and consumer banking to wealth management and retirement plan services. Founded in Green Bay in 2000, Nicolet National Bank operates branches in Northeast and Central Wisconsin and the upper peninsula of Michigan. More information can be found at www.nicoletbank.com.

Be Real with Nicolet Bank Nicolet National Bank

    • Business
    • 5.0 • 3 Ratings

Join us for a conversation with local business professionals and leaders. Episodes are available every other week! Nicolet Bank is a growing, full-service, community bank providing services ranging from commercial and consumer banking to wealth management and retirement plan services. Founded in Green Bay in 2000, Nicolet National Bank operates branches in Northeast and Central Wisconsin and the upper peninsula of Michigan. More information can be found at www.nicoletbank.com.

    Improvisation Mindset in the Workplace

    Improvisation Mindset in the Workplace

    Join Anthony Wilhelms for a conversation with John Sweeney, Owner of Brave New Workshop, Author, Keynote Speaker, Entertainer, and Trainer, and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management. Topics include:
    Importance of the mindset of discovery in business todayHow mindset of discovery helps people and business adapt to a rapidly changing environmentCan anyone be innovative?Investment and insurance products:- Are Not FDIC Insured- May Lose Value- Are Not Bank Guaranteed- Are Not Deposits - Are Not Guaranteed by Any Federal Government Entity- Are Not a Condition to Any Banking Service or Activity  Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services. Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes.  Investing in securities entails risk, and the potential for losing money always exists when investing in securities.  Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market. Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice.  Investors should consult with their legal and tax professionals before making investment decisions.

    • 31 min
    Travel Insights with Rose Gray

    Travel Insights with Rose Gray

    Join Anthony Wilhelms for a conversation with Rose Gray, Business Relationship Director at Fox World Travel and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include:
    What changes have occurred in the travel industry since the pandemic?What types of travel are best positioned for a recovery?Will business travel reach pre-pandemic peaks again?How has tourism changed in Wisconsin?Economic Update with Mike SteppeInvestment and insurance products:- Are Not FDIC Insured- May Lose Value- Are Not Bank Guaranteed- Are Not Deposits - Are Not Guaranteed by Any Federal Government Entity- Are Not a Condition to Any Banking Service or Activity  Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services. Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes.  Investing in securities entails risk, and the potential for losing money always exists when investing in securities.  Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market. Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice.  Investors should consult with their legal and tax professionals before making investment decisions.

    • 30 min
    Have you heard? Live music is back!

    Have you heard? Live music is back!

    Join Anthony Wilhelms for a conversation with Dave Willems, Principal and Founder at Willems Marketing & Events and Mike Steppe, CFA, SVP Chief Investment Officer, Nicolet National Bank. Topics include:
    Introduction to the Fox Valley's Mile of Music celebrationLooking ahead to Mile of Music 2021Impact on performers and communities that rely on live music festivalsInvestment and insurance products:- Are Not FDIC Insured- May Lose Value- Are Not Bank Guaranteed- Are Not Deposits - Are Not Guaranteed by Any Federal Government Entity- Are Not a Condition to Any Banking Service or Activity  Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services. Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes.  Investing in securities entails risk, and the potential for losing money always exists when investing in securities.  Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market. Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice.  Investors should consult with their legal and tax professionals before making investment decisions.

    • 30 min
    Must-haves for Estate Planning

    Must-haves for Estate Planning

    This Nicolet Wealth Management podcast features Melissa DeVantier, Vice President - Trust Officer at Nicolet Wealth Management in a conversation hosted by Anthony Wilhelms. Topics include:
    Leaving a legacy through your estate5 Must-Have’s for Estate PlanningSpecial Estate Planning ConsiderationsHow to talk to your family about wealth Adam Longlais, Senior Investment Officer at Nicolet Wealth Management also joins the conversation to talk with us:
    How to incorporate your values into your investingHow your investments change with your estate planHow the change in the Fed’s outlook is affecting markets 
    Investment and insurance products:- Are Not FDIC Insured- May Lose Value- Are Not Bank Guaranteed- Are Not Deposits - Are Not Guaranteed by Any Federal Government Entity- Are Not a Condition to Any Banking Service or Activity  Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services. Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes.  Investing in securities entails risk, and the potential for losing money always exists when investing in securities.  Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market. Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice.  Investors should consult with their legal and tax professionals before making investment decisions.

    • 30 min
    The Value of Mentorship

    The Value of Mentorship

    Join Jake Dinkel for a conversation with Darrick Munsch, VP Financial Advisor at Nicolet Wealth Management and Mike Steppe, Chief Investment Officer at Nicolet National Bank. 

    Topics include:
    Mentorship and its impact on personal and professional growthTips to becoming a successful mentorThe impact mentorship has on company cultureEconomic updatesAdvisory products and services offered by Investment Advisor Representatives through Nicolet Advisory Services, LLC., a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services (PCS), member FINRA/SIPC. Products and services offered are not insured by the FDIC or any other Federal Government Agency, not a deposit or other obligation of, or guaranteed by, any bank or its affiliates, subject to risks including the possible loss of principal amount invested. Private Client Services is not affiliated with Nicolet National Bank, Nicolet Wealth Management, or Nicolet Advisory Services. 

    • 31 min
    Buying a Home in a Competitive Market

    Buying a Home in a Competitive Market

    Join Anthony Wilhelms for a conversation with Tom Zellner, SVP Retail Sales Manager at Nicolet National Bank and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management. Topics will include:
    How does low inventory and competitive purchase prices affect your ability to buy a home?How is the high cost of building materials affecting homebuilding?How is this housing market different than the causes of the 2008 recession?Investment and insurance products:- Are Not FDIC Insured- May Lose Value- Are Not Bank Guaranteed- Are Not Deposits - Are Not Guaranteed by Any Federal Government Entity- Are Not a Condition to Any Banking Service or Activity  Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services. Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes.  Investing in securities entails risk, and the potential for losing money always exists when investing in securities.  Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market. Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice.  Investors should consult with their legal and tax professionals before making investment decisions.

    • 30 min

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