
Banking on Growth
Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing high-quality financial advice. Join us as we explore the world of investing through the community banking lens. Midwestern Securities is a member of FINRA/SIPC.
Episodes
26 episodes
Unlocking CRM Potential: How Community Financial Institutions Can Enhance Customer Experience and Efficiency
Welcome to another insightful episode of the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this episode, we dive deep into the transformative power of technology in community banking with our ...
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Season 1
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Episode 26
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31:13

2025 Community Banking Outlook: Celebrating 25 Years of Financial Evolution
Welcome to Banking on Growth! In this milestone episode, Cassie Tarboletti, Executive Vice President of Midwestern Securities, takes the host seat and flips the script by interviewing Mike Graham, President of Midwestern Securities. As...
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Season 1
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Episode 25
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33:39

Understanding Community Banking: The Importance of Performance Metrics
In today's episode, we have a special guest, Angela Beblo from Jackson Kelly, who brings a wealth of knowledge in banking and finance. Together, we'll discuss why performance metrics are vital for community banks and how understanding these num...
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Season 1
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Episode 24
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40:23

Tax Planning in Community Banking
Join us for this episode of Banking On Growth, where host Mike Graham welcomes Wes Johnson, CPA from Forvis Mazars. In this insightful discussion, we explore the evolving landscape of community banking, particularly in light of recent political...
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Season 1
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Episode 23
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32:39

From Banker to Digital Innovator: Navigating the Future of Community Banking
Join us for another engaging episode of Banking on Growth with host Mike Graham as he welcomes Eric Cook from WSI. In this insightful discussion, Eric shares his journey from a community banker to a digital marketing expert, focusing on ...
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Season 1
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Episode 22
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42:22

Understanding Core Provider Dynamics
Welcome to the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this episode, we are excited to have Charlie Kelly, a partner at Remedy Consulting, join us for an insightful discussion on the intri...
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Season 1
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Episode 21
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35:47

Embracing Change: Insights on Community Banking and Fintech Innovations from the Finnovate Fall Conference
Join us for this exciting episode of the Banking on Growth podcast, where host Mike Graham, President of Midwestern Securities, welcomes Jim Perry, Senior Strategist at Market Insights. Together, they dive into the evolving landscape of ...
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Season 1
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Episode 20
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35:04

Empowering Community Banks: Unlocking Revenue and Trust through Merchant Advocate Solutions
Join us for our latest episode of Banking on Growth with host Mike Graham as he welcomes Eric Cohen from Merchant Advocate. With over 25 years in the credit card processing industry, Eric shares his journey of creating a unique service that hel...
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Season 1
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Episode 20
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32:04

Inflation, Recession, and Regulation: The Triple Threat to Community Banks
Welcome to today's episode of Banking on Growth. We are excited to have Chris Furlow, President and CEO of the Texas Bankers Association, joining us. With a long history of leadership in the banking industry, Chris brings a wealth of e...
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Season 1
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Episode 18
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34:18

Transforming Financial Services: The Role of Technology and Customer Journey Mapping
Discover how to bridge generational gaps and build meaningful customer relationships in the latest episode of "Banking on Growth" with Michael Graham and guest Robert Zondag. Learn the power of social media, the shift from transactions to relat...
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Season 1
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Episode 17
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36:24

How AI is Transforming Financial Institutions
Join us in this episode of "Banking on Growth" with Mike Graham, President of Midwestern Securities. Today, Mike sits down with Scott Stevens, Chief Information Security Officer at Integrity Technology Solutions, to discuss Artificial Intellige...
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Season 1
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Episode 16
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34:08

How Community Banks Can Grow Relationships with Commercial Clients Through ESRP’s
In this episode of Banking on Growth, Mike Graham, President & CEO of Midwestern Securities, sits down with Nathan White, Director of Retirement Plans & CFO at Midwestern Securities, to discuss how community financial institutions can d...
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Season 1
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Episode 15
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39:53

Understanding the Role Trusts Play In Community Banking Today
In this episode of Banking on Growth, Michael Graham, President of Midwestern Securities, sits down with Loyd Pohl from Pohl Consulting and Training to explore the intricacies of trust services in community banking. Loyd shares insights drawn f...
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Season 1
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Episode 14
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35:35

How M&A/Mergers and Acquisitions Can Help Community Banks Stay Sustainable
Join us as we discuss the top challenges facing community banks today, from regulatory pressures to technological disruption, and how these factors influence strategic decisions around M&A. With a focus on transparency and understanding, we...
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Season 1
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Episode 13
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37:01

The Role of Technology in Community Bank Wealth Management: Enhancing Efficiency & Client Experience
In our latest episode of Banking on Growth, we're diving deep into the transformative power of technology in community financial institution wealth management. Join us as we explore how advancements in tech are reshaping financi...
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Season 1
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Episode 12
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26:38

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 ma...
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Season 1
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Episode 11
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45:55

Get to Know Our New VP of Business Development
This week, we’re back on YouTube for another episode of “Banking on Growth” to meet our new Vice President of Business Development, Anne Schutt! Join us as we discuss the key differences between big banks and community financial institutions, w...
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Season 1
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Episode 10
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35:38

Creating a Cherished Culture Through Purpose Driven Leadership
In the fast-paced landscape of today's professional world, where success is often measured in numbers and bottom lines, there emerges a beacon of leadership that transcends mere metrics. In this episode, we are honored to have the esteemed Kath...
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Season 1
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Episode 9
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35:32

Marketing and Promoting Wealth Management Services in a Community Bank: Reaching the Right Audience
"Banking on Growth" is back again, and now, we discuss key marketing insights with Dr. Maribeth Kuzmeski, PhD, President of Red Zone Marketing. Join us as we learn marketing strategies for wealth management services within community banks. Don’...
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Season 1
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Episode 8
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34:30

Creating A Community Financial Oasis - A Holistic Approach to Banking and Wealth Management
Welcome to a transformative episode of "Banking on Growth," presented by Midwestern Securities and hosted by Michael Graham, CFP®. Join the conversation with Fairfield National Bank's leaders—Luke Harl, VP of Asset Management; Jonathon Farmer, ...
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Season 1
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Episode 7
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37:56

Understanding the Biggest Challenges For Community Banks in Illinois and How To Overcome Them
In this episode of Banking on Growth, we sit down with a distinguished guest, Kraig Lounsberry, President and CEO of the Community Bankers Association of Illinois. Together, we delve deep into the world of community banking within the dynamic l...
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Season 1
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Episode 6
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32:05

Understanding the Biggest Challenges For Community Banks in Kentucky and How To Overcome Them
Welcome to another enriching episode of "Banking on Growth," presented by Midwestern Securities. In this episode, we dive deep into the world of community banking as we sit down with esteemed guest Ballard W. Cassady Jr., President and Ch...
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Season 1
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Episode 5
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48:46

Developing a Successful Sales Strategy for Your Wealth Management Division
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 insi...
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Season 1
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Episode 4
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24:38

Expect more for your Wealth Management Division, and get it! – One Community Bank's Story
Banking on Growth empowers community banks to dream bigger, expect more, and ultimately achieve outstanding client results. By sharing our clients' perspectives and experiences, we hope to inspire and guide other community banks on their own jo...
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Season 1
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Episode 3
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41:17

Small but Mighty - One Community Bank's Success Story
In this captivating episode of "Banking on Growth," join host Mike Graham as he sits down with Brian Boggs, President of Table Grove State Bank, and Josh Miller, Financial Advisor from TGSB Financial Services. Discover the inspiring success sto...
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Season 1
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Episode 2
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28:20
