Banking on Growth

Developing a Successful Sales Strategy for Your Wealth Management Division

August 04, 2023 Midwestern Securities / Tony Cole, Former Co-Founder/Chief Learning Officer - Anthony Cole Training Group Season 1 Episode 4
Developing a Successful Sales Strategy for Your Wealth Management Division
Banking on Growth
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Banking on Growth
Developing a Successful Sales Strategy for Your Wealth Management Division
Aug 04, 2023 Season 1 Episode 4
Midwestern Securities / Tony Cole, Former Co-Founder/Chief Learning Officer - Anthony Cole Training Group

Welcome to another inspiring episode of Banking on Growth. In this episode, entitled: Developing a Successful Sales Strategy for Your Wealth Management Division, we sit down with an industry-leading sales professional who shares invaluable insights on how community banks can develop a successful sales strategy within their wealth management divisions. Join us as we welcome Anthony “Tony” Cole, the former Co-Founder/Chief Learning Officer of the Anthony Cole Training Group, a seasoned sales expert with a proven track record of elevating community bank performance through effective sales practices. With years of experience in the financial industry, Tony provides practical advice and actionable tips for bank managers seeking to boost their wealth management divisions. Member FINRA/SIPC.


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Midwestern Securities Trading Company is a leading fully disclosed broker/dealer, registered investment advisor, and insurance agency, dedicated to providing exceptional service and innovative solutions to financial institutions. With a strong focus on helping their clients grow their non-interest income and adapt to the changing landscape of the financial industry, Midwestern Securities offers turn-key solutions that empower financial institutions to stay relevant and competitive. If your bank needs a team that can help, visit https://midwesternsecurities.com/.

#BankingOnGrowth #CommunityBanking #SmallButMighty #SuccessStory #MidwesternSecurities

Show Notes

Welcome to another inspiring episode of Banking on Growth. In this episode, entitled: Developing a Successful Sales Strategy for Your Wealth Management Division, we sit down with an industry-leading sales professional who shares invaluable insights on how community banks can develop a successful sales strategy within their wealth management divisions. Join us as we welcome Anthony “Tony” Cole, the former Co-Founder/Chief Learning Officer of the Anthony Cole Training Group, a seasoned sales expert with a proven track record of elevating community bank performance through effective sales practices. With years of experience in the financial industry, Tony provides practical advice and actionable tips for bank managers seeking to boost their wealth management divisions. Member FINRA/SIPC.


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Midwestern Securities Trading Company is a leading fully disclosed broker/dealer, registered investment advisor, and insurance agency, dedicated to providing exceptional service and innovative solutions to financial institutions. With a strong focus on helping their clients grow their non-interest income and adapt to the changing landscape of the financial industry, Midwestern Securities offers turn-key solutions that empower financial institutions to stay relevant and competitive. If your bank needs a team that can help, visit https://midwesternsecurities.com/.

#BankingOnGrowth #CommunityBanking #SmallButMighty #SuccessStory #MidwesternSecurities