In the world of community banking, transparency and understanding are key pillars of success. In the latest episode of Banking on Growth, host Mike Graham, CFP® interviews Philip Smith, Chairman and CEO of Gerrish Smith Tuck in Memphis, Tennessee, on the role mergers...
In today's episode of Banking on Growth, we discuss the transformative role of technology in wealth management services at community financial institutions. Over the years, technological advancements have reshaped financial planning within community institutions,...
2024 is here, and there are a lot of changes coming up in the finance and banking industry. So what is this year looking like for wealth management? How has the field evolved from the last few years to where we are today? What challenges and opportunities are we...
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,...
We often get asked about wealth management services' role in the banking industry. This is such an important discussion that we created a podcast examining why they partner so well. Today’s bankers are forced to think on the spot, stay on their toes and be more...
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