Midwestern Securities Logo

300 E Washington St # 3
East Peoria, IL 61611


Advisor Coaching

Midwestern Securities Advisor Coaching

We believe every financial advisor can reach their full potential with the right coaching and the right attitude. When you partner with Midwestern Securities, advisors can expect a variety of personal and professional growth opportunities, including elite coaching sessions, the chance to partner with one of our mentors, and the ability to run case studies with our CEO, who is a CERTIFIED FINANCIAL PLANNER™ and producing advisor himself.

Beyond the one-on-one sessions, we regularly host industry speakers to discuss current trends and topics. Advisors also can engage with our community of professional financial advisors for in-depth discussions on growing your practice.

Your business is worth our time, which is why we provide more than 158 hours of coaching and professional development opportunities to our financial advisors every year.

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Benefit Builder Workshops

We are so committed to our partners’ success that we have developed coaching that goes beyond the investment services division and extends to the whole bank team. Through our Benefit Builder workshops, we help banks and credit unions build a proactive sales culture throughout the institution that can increase cross-referrals, get employees working as a team and help the business grow in all areas.

Midwestern Securities’ high-touch approach can mean the difference between growth for your investment services division and remaining stagnant with the status quo.

Call us today to start getting your advisor the coaching he or she deserves.

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