Events
Upcoming Events Calendar
E1 Advisor Retreat
February, 14 2025 | 9 AM - 3 PM
What does your future look like as a Financial Advisor? Where do you want to go, and how will you get there? Join us on Friday, Feb. 14, for the first E1 Retreat of 2025 where we will begin charting the map for your future growth, and setting you up with the tools you’ll need to make the journey. Please refer to your Midwestern Beacon for additional information.
Midwestern Securities Partner Only Event
Benefit Builder
February 20, 2025 | 8 - 9AM or 12 - 1PM
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.
E3 Advisor Retreat
March 14, 2025 | 8:30 -11AM Virtual
Join us on March 14, for the first E3 Retreat of 2025 where we will continue charting your elite path ahead and setting you up with the tools you’ll need to make the journey. Please refer to your Midwestern Beacon for additional information.
Midwestern Securities Partner Only Event
Latest Insights
Navigating the Complexities of Community Banking: How M&A Can Help Banks Stay Sustainable
Community banking mergers and acquisitions can help local institutions stay competitive. This practical advice makes a complex process easier to navigate.
Transforming Financial Services: The Role of Technology and Customer Journey Mapping
Join us as we talk about how financial services can transform with the assistance of customer service and journey mapping.
Unlocking the Potential of Your Wealth Management Division: A Proven Sales Strategy for Community Banks
A community banking wealth management program can drive significant revenue for your institution. We offer tips to help you build sustainable success.
Effective Leadership and Team Development in Community Financial Institutions
This blog focuses on leadership development strategies for effective mentoring and team building that can help community banks achieve long-term success
How Community Banks Can Deepen Relationships With Commercial Customers
Join us as we talk about how community banks can grow relationships with commerical clients through ESRP’s