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
Rounding Things Up With Banking on Growth, Your Wealth Management Partners for Success
Earlier this year, Midwestern Securities embarked on a new journey by introducing our Podcast - Banking on Growth! Over the last ten weeks, we have interviewed industry leaders on issues pertaining to wealth management in the community banking sector and what a...
Understanding the Biggest Challenges For Community Banks in Kentucky and How To Overcome Them
Amidst the picturesque landscapes and dynamic communities, community banks serve as essential pillars of our financial infrastructure. These local financial institutions, deeply entrenched within the tapestry of Kentucky, assume a crucial role in shaping economic...
Developing a Successful Sales Strategy for Your Wealth Management Division
In the dynamic world of community banking, staying ahead demands more than just financial acumen. Embracing a championship mindset allows community bank managers to rise above challenges and deliver outstanding services. In this latest episode of Banking on Growth, we...
Expect more for your Wealth Management Division, and get it! – One Community Bank’s Story
Expect more for your Wealth Management Division, and get it! – One Community Bank’s Story
Small but Mighty: A Community Bank Success Story
Join “Banking on Growth” as we explore the success story of a community bank. Discover how they achieved unprecedented growth, transforming their offerings.