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About This Podcast
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.
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Recent Episodes
S1E35 Coffee with KlariVis: Turning Bank Data into Actionable Growth
Stop guessing and start leading. Learn how community banks use KlariVis to turn fragmented data into real-time visibility and a 10x return on efficiency.In this episode of Banking on Growth, host…
S1E33 From Data to Dollars: How AI Is Transforming Organic Growth in Community Banking
What does real growth look like for financial advisors and wealth management teams in today’s competitive financial landscape? With rising client expectations and increasing competition, firms need…
S1E34 Square Is No Longer Just Payments: How Community Banks Can Defend the Full Wallet
Community banks face growing competition from fintech platforms like Square. Merchant services, deposits, and lending are all at risk, and many institutions underestimate how fast the shift is…
S1E32 What Planning Opportunities and Pitfalls Have Been Created by the One Big Beautiful Bill
The One Big Beautiful Bill Act (OB3) is here, but what does it actually mean for individuals, retirees, and business owners? In this episode of Banking on Growth, host Mike Graham sits down with…
S1E31 Discussing the GENIUS Act and Stablecoin
How will stablecoins and new legislation like the GENIUS Act reshape the future of community banking? 💡In this episode of Banking on Growth, host Mike Graham sits down with Jim Perry, Senior…
S1E30 Bridging Campus and Career: Bradley University’s Path to Industry-Ready Graduates
What does it take to prepare the next generation of financial professionals? In this episode of Banking on Growth, host Mike Graham sits down with Professor Stephen Kerr, Chair of Accounting at…
S1E29 Banking on Compliance: Real Stories and Strategies for Preventing Financial Exploitation
How can financial institutions protect seniors from fraud, and what role does compliance really play? In this episode of Banking on Growth, Mike Graham sits down with Jeff Weber to discuss the rising…
S1E28 Developing Future Leaders and Navigating Uncertainty in Community Banking
Welcome to another episode of the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this in-depth conversation, Mike sits down with Dr. Bill Chittenden, CEO of…
S1E27 Banking Meets Tech: The Future of Digital Wealth Management with Margaret Hartigan
Welcome to another episode of the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this enlightening conversation, Mike speaks with Margaret Hartigan, CEO and…
S1E26 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…
S1E25 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,…
S1E24 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…
S1E23 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…
S1E22 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…
S1E21 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…
S1E20 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,…
S1E20 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…
S1E18 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…
S1E17 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…
S1E16 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…
Frequently Asked Questions
Banking on Growth has published 35 episodes since June 2023, covering topics in Business, Investing.
Banking on Growth is currently highly active with new episodes monthly. Average episode length is 36m.
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