Banking on Growth

Midwestern Securities

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.

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Episodes

How M&A/Mergers and Acquisitions Can Help Community Banks Stay Sustainable
2d ago
How M&A/Mergers and Acquisitions Can Help Community Banks Stay Sustainable
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
Creating A Community Financial Oasis - A Holistic Approach to Banking and Wealth Management
Oct 13 2023
Creating A Community Financial Oasis - A Holistic Approach to Banking and Wealth Management
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.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
Understanding the Biggest Challenges For Community Banks in Kentucky and How To Overcome Them
Aug 21 2023
Understanding the Biggest Challenges For Community Banks in Kentucky and How To Overcome Them
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. Member FINRA/SIPC.-----Midwestern Securities Trading Company is a leading fully disclosed broker/dealer, registered investment advisor, and insurance agency, dedicated to providing exceptional service and innovative solutions to financial institutions. With a strong focus on helping their clients grow their non-interest income and adapt to the changing landscape of the financial industry, Midwestern Securities offers turn-key solutions that empower financial institutions to stay relevant and competitive. If your bank needs a team that can help, visit https://midwesternsecurities.com/.
Developing a Successful Sales Strategy for Your Wealth Management Division
Aug 4 2023
Developing a Successful Sales Strategy for Your Wealth Management Division
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. Member FINRA/SIPC.-----Midwestern Securities Trading Company is a leading fully disclosed broker/dealer, registered investment advisor, and insurance agency, dedicated to providing exceptional service and innovative solutions to financial institutions. With a strong focus on helping their clients grow their non-interest income and adapt to the changing landscape of the financial industry, Midwestern Securities offers turn-key solutions that empower financial institutions to stay relevant and competitive. If your bank needs a team that can help, visit https://midwesternsecurities.com/.#BankingOnGrowth #CommunityBanking #SmallButMighty #SuccessStory #MidwesternSecurities
Banking on Growth #2: Small but Mighty - One Community Bank's Success Story
Jun 30 2023
Banking on Growth #2: Small but Mighty - One Community Bank's Success Story
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.Midwestern Securities Trading Company is a leading fully disclosed broker/dealer, registered investment advisor, and insurance agency, dedicated to providing exceptional service and innovative solutions to financial institutions. With a strong focus on helping their clients grow their non-interest income and adapt to the changing landscape of the financial industry, Midwestern Securities offers turn-key solutions that empower financial institutions to stay relevant and competitive. If your bank needs a team that can help, visit https://midwesternsecurities.com/.