Nicolet Wealth Management Webinar

Nicolet Wealth Management Webinar Series

Terry Albrecht with Swagger at Packer Fastener and Packer Freight October 8, 2021 – Terry Albrecht, CEO and co-founder of Packer Fastener and Packer Freight, and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management join this conversation hosted by Anthony Wilhelms about building an intentional culture – with swagger! Watch VideoListen to PodcastAmazonAppleGoogleSpotify Unity in …

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Sweeney-cover

Mindset of Discovery with John Sweeney

 Yes! And… this conversation with John Sweeney, Owner of Brave New Workshop, Author, Keynote Speaker, Entertainer, and Trainer, and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management, revolves around mindset. Anthony Wilhelms, CFA, CFP®,  VP – Wealth Management hosted this conversation, with topics that included: • Importance of the mindset of discovery in business today …

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Travel Insights with Rose Gray

 Anthony Wilhelms hosts a conversation with Rose Gray, Business Relationship Director at Fox World Travel and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include: What changes have occurred in the travel industry since the pandemic? What types of travel are best positioned for a recovery? Will business travel reach pre-pandemic peaks …

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Have you heard? Live music is back! A Conversation with Dave Willems

 Dave Willems, Principal and Founder at Willems Marketing & Events and Mike Steppe, CFA, SVP Chief Investment Officer, Nicolet National Bank join this conversation hosted by Anthony Wilhelms, CFA, CFP®. Introduction to the Fox Valley’s Mile of Music celebration Looking ahead to Mile of Music 2021 Impact on performers and communities that rely on …

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Darrick Munsch

A Conversation on The Value of Mentorship

 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. More …

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US Bureau of Labor Statistics

Now Hiring, a Nicolet Wealth Management Market Update

Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet.  The financial markets continued to be resilient in May despite mixed economic data. The employment market continues to improve with the most recent May report showing twice as much hiring as the previous month.  Recent hiring continues to be driven …

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Jenny Tice

Ready for College, a discussion with Jenny Tice and Adam Madson

 Josh Kohnhorst hosts a conversation with Jenny Tice, Operations Director at CollegeReady (formerly Scholarships, Inc.) and Adam Madson, Financial Advisor at Nicolet Wealth Management. Topics include: How can you help your student find the college that meets his or her needs? Solutions to saving for upcoming college expenses. What does the scholarship application process …

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Nicolet Wealth Management. Real People. Real Conversations. Featuring Mike Steppe and Adam Longlas. Recording from March 26, 2021

The Current State of The Stock Market and Cryptocurrency – Featuring Mike Steppe, Adam Longlais, and Anthony Wilhelms

 In this conversation with Adam Longlais, CFA, CAIA,  Senior Investment Officer at Nicolet Wealth Management and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, hosted by Anthony Wilhelms, CFA, CFP®  topics included: What is Robinhood and why is it getting so much traction? What is a meme stock and what influence does …

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