Events

Our exclusive Benefit Builder Workshop gives you the “secret sauce” to fully integrate the investment division into the institution to give customers a five-star experience. Through easy, actionable steps and relatable stories, we will teach leaders how to create a team culture built around benefiting the customers and community by working together. You will leave motivated to develop a proactive sales culture across the whole institution, from the tellers to the loan officers to the advisors and even the board of directors. For your convenience, we are offering two separate virtual sessions. This event is open to the public.

Every advisor wants to build a successful business, but you’ll never arrive at that goal if you don’t have a plan for the journey — travelling full speed ahead with no direction or purpose only gets you lost. Join us at the 2025 Spring Advisor Conference to start charting your journey to a successful practice. Through insights from industry leaders and networking and discussion with your peers, you’ll learn how you can navigate the rough waters to arrive safely at your goals. Refer to your Beacon for the RSVP link.

Midwestern Securities Partners Only Event