Jake Dinkel hosts this conversation with Darrick Munsch, VP Financial Advisor at Nicolet Wealth Management and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include:
- Mentorship and its impact on personal and professional growth.
- Tips to becoming a successful mentor.
- The impact mentorship has on company culture.
- Economic and legislative updates.
Investment and insurance products:
– Are Not FDIC Insured
– May Lose Value
– Are Not Bank Guaranteed
– Are Not Deposits
– Are Not Guaranteed by Any Federal Government Entity
– Are Not a Condition to Any Banking Service or Activity
Advisory products and services offered by Investment Advisor Representatives through Nicolet Advisory Services, LLC., a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services (PCS), member FINRA/SIPC.
Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.
Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.