Banking on Growth
Community Banking Wealth Management Forecast 2024
In this special episode, Cassie Taraboletti, CFP®, Executive Vice President & COO of Midwestern, sits down with Michael Graham, CFP®, President of Midwestern Securities. Together, Cassie and Michael dive deep into the evolution of wealth management in the banking space, exploring the challenges and opportunities that lie ahead for community financial institutions and the industry as a whole. From shifting trends to emerging technologies, they provide a comprehensive overview of what to expect in 2024.
#CommunityBanks #RetailWealthManagement #BankingInsights
Follow us for more financial insights:
Facebook: https://www.facebook.com/midwesternsecurities
LinkedIn: https://www.linkedin.com/company/midwesternsecurities
Website: https://midwesternsecurities.com/
YouTube: www.youtube.com/@midwesternsecurities1999
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Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.
If your bank needs a team that can help, visit https://midwesternsecurities.com/.
Member FINRA/SIPC
In this special episode, Cassie Taraboletti, CFP®, Executive Vice President & COO of Midwestern, sits down with Michael Graham, CFP®, President of Midwestern Securities. Together, Cassie and Michael dive deep into the evolution of wealth management in the banking space, exploring the challenges and opportunities that lie ahead for community financial institutions and the industry as a whole. From shifting trends to emerging technologies, they provide a comprehensive overview of what to expect in 2024.
#CommunityBanks #RetailWealthManagement #BankingInsights
Follow us for more financial insights:
Facebook: https://www.facebook.com/midwesternsecurities
LinkedIn: https://www.linkedin.com/company/midwesternsecurities
Website: https://midwesternsecurities.com/
YouTube: www.youtube.com/@midwesternsecurities1999
-----
Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.
If your bank needs a team that can help, visit https://midwesternsecurities.com/.
Member FINRA/SIPC