Darrick Munsch

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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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

Conversation with 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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Joe Kiedinger

Conversation about Leadership with Joe Kiedinger and Chris Dimmer

 In this conversation hosted by Anthony Wilhelms, CFA, CFP®, Joe Kiedinger, CEO of Prophit Company and Chris Dimmer, SVP Retail and Private Banking Manager at Nicolet National Bank discussed: • How has leadership changed with more people working from home? • What is servant leadership and how does it apply to business? • How …

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Ann Franz

A Conversation with Ann Franz, Executive Director of the NEW Manufacturing Alliance

 Ann Franz, Executive Director of the NEW Manufacturing Alliance and Mike Vogel, SVP Commercial Banking Manager at Nicolet National Bank, were our guests at this conversation hosted by Anthony Wilhelms, CFA, CFP®. Topics included: What trends are we seeing in manufacturing and business in Wisconsin? How has the stimulus and Paycheck Protection Program affected Wisconsin …

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Manny Vasquez

Manny Vasquez, VP Business Development at NAI Pfefferle Companies

 Manny Vasquez, VP Business Development at NAI Pfefferle Companies and Mike Steppe, SVP Chief Investment Officer at Nicolet National Bank are guests of the Nicolet Wealth Management webinar hosted by Anthony Wilhelms, CFA, CFP®. Topics include: Are the real estate needs of businesses changing? Does Northeast WI have the right real estate to attract …

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Mike Daniels

Mike Daniels, President and CEO of Nicolet National Bank, 2021 Conversation

Mike Daniels, President and CEO of Nicolet National Bank joins the Nicolet Wealth Management webinar to discuss: • Leading an organization through an unprecedented time • How banking (and business) will change in 2021 • How have his thoughts about success changed since co-founding the bank in 2000 • What is Nicolet doing to help …

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Annie Dart

Discussion with Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation

 Anthony Wilhelms hosts a discussion with Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management for this webinar. How is the giving season looking for non-profits? What impact has COVID had on non-profits in 2020? How did major fundraisers pivot/adapt in …

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Brian Beaulieu Webinar Recording

An economic discussion with Brian Beaulieu, CEO of ITR Economics

 Brian Beaulieu, CEO of ITR Economics joined Anthony Wilhelms for an economic discussion at the Nicolet Wealth Management Webinar on October 2, 2020.   Topics included: What is ahead in 2021 for your business and wallet What impact will COVID and the flu season have on the overall economy? A snapshot of today’s economy   …

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