Events

Join us for a casual conversation about what a successful wealth management program looks like inside a financial institution. This is a collaborative, open forum where you can bring your questions and gain insight into program structures, revenue and profitability realities, growth potential, and the evolving industry landscape and competitive pressures. No formal PowerPoint presentation, just an opportunity to connect and learn.

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.

This is a Midwestern Securities partner event only.

Interested in being a sponsor and connecting with industry leaders? Contact our team at info@midwesternsecurites.com for sponsorship options.