Welcome to Banking on Growth! In this milestone episode, Cassie Tarboletti, Executive Vice President of Midwestern Securities, takes the host seat and flips the script by interviewing Mike Graham, President of Midwestern Securities. As the firm celebrates 25 years of success as an independent broker-dealer and RIA, Mike reflects on the journey, sharing invaluable insights into how the financial services industry has evolved—and what’s stayed constant.
What’s Inside This Episode:
- The dramatic consolidation of financial institutions and how Midwestern Securities has thrived amidst industry shakeups
- The rise of technology, from the dot-com bubble to today’s AI revolution—and what it means for the future
- How community-based financial institutions can adapt to changing consumer tastes while staying true to their core values
Mike also discusses the importance of rules-based financial planning, strategic adaptability, and nurturing the next generation of leadership. From navigating economic downturns like the Great Recession to embracing disruptive opportunities, this episode is packed with lessons learned over a quarter century in financial services.
Don’t miss this deep dive into 25 years of growth and innovation! Like, comment, and subscribe for more episodes exploring the future of financial services.
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