Be Real with Nicolet Bank

On this episode of the Nicolet Wealth Management Podcast, you’ll hear Adam Longlais and Mike Steppe discuss the recent performance of the equity markets, the latest employment report and the link between jobs and consumer spending. Be sure to subscribe so you never miss the latest updates on investment management, the economy and much more in this podcast hosted by Anthony Wilhelms of Nicolet Weal...

In this podcast hosted by Anthony Wilhelms of Nicolet Wealth Management, we bring you the latest news on investment management, financial planning, the economy and much more. On this episode, you’ll hear Adam Longlais and Mike Steppe discuss mortgage rates, opportunities in a challenging economic climate and the importance of staying invested. Questions? Please reach out to a member of our Wealth...

In this podcast hosted by Anthony Wilhelms of Nicolet Wealth Management, we bring you the latest news on investment management, financial planning, the economy and much more. On this episode, you’ll hear Adam Longlais and Mike Steppe give an update on recent volatility in the markets, increasing interest rates, inflation versus deflation, and lots more. Although we believe it to be reliable as of...

Our guest this week is Brigadier General Robert Hastings who joins us to share his philosophy of “People First, Mission Always.” Listen in to hear about General Hastings 40 years of military service, and how he became involved with Team One Mile – a group of athlete leaders who will be competing in Race Across America to raise awareness and funding for veterans. You’ll also hear his thoughts on th...

In this podcast hosted by Anthony Wilhelms of Nicolet Wealth Management, we bring you the latest news on investment management, financial planning, the economy and much more. On this episode, you’ll hear Adam Longlais, Senior Vice President – Chief Investment Officer at Nicolet Wealth Management, and Mike Steppe, Senior Vice President – Chief Investment Officer at Nicolet National Bank give an upd...

Our guest this week is Steve Van Remortel, Chief Strategist and Talent Advisor at Stop the Vanilla, LLC and Founder and CEO of MyTalentPlanner, Inc.  Listen in to learn about converging trends that will impact small to medium sized businesses, why the talent plan should be come the most important plan for your organization and how your business can take advantage of trends through talent planning...

Our guests this week are Adam Longlais, Senior Vice President – Chief Investment Officer at Nicolet Wealth Management, and Mike Steppe, Senior Vice President – Chief Investment Officer at Nicolet National Bank.  Adam and Mike join host Anthony Wilhelms for an economic and financial market update including the latest on interest rates, inflation, oil prices and how the markets are being affected by...

Our guest on this week's "Be Real with Nicolet" podcast is Kevin Borseth, Women’s Basketball Head Coach at the University of Wisconsin Green Bay, who joins us to share the importance of Handling the Wins and Losses of Everyday Life. Listen in to learn how Coach Borseth develops his players both as a team and as individuals, the characteristics that make a good team player, the busin...

Our guest this week on the "Be Real with Nicolet" podcast is Dan Ariens, CEO of AriensCo in Brillion, who shares the importance of maintaining a growth mindset in a fourth-generation business. Listen in to learn how businesses can stay competitive given supply chain and inflation pressures, and hear about the great things AriensCo is spearheading to make the community of Brillion a bette...

This week’s guests on the Be Real with Nicolet podcast are our very own Adam Longlais, Senior Vice President – Chief Investment Officer at Nicolet Wealth Management, and Mike Steppe, Senior Vice President – Chief Investment Officer at Nicolet National Bank. Adam and Mike join host Anthony Wilhelms for an economic and financial market update including the latest on employment growth, inflation, int...

In this bimonthly podcast hosted by Anthony Wilhelms of Nicolet Wealth Management, we’ll bring you the latest news on investment management, financial planning, the economy and much more. This week, you’ll hear Adam Longlais, Nicolet Wealth Management Chief Investment Officer give a recap of 2021 investments and a forecast for 2022. Although we believe it to be reliable as of the publication date...

Join our conversation with Dave Jerrett, CEO at Bay Towel in Green Bay. Dave is passionate about taking care of his employees as a whole, caring for their mind, body and spirit. In this podcast, hosted by Anthony Wilhelms of Nicolet Wealth Management, Dave discusses initiatives being implemented at Bay Towel to put this practice into action, as well as the importance of being involved with the com...

Join our conversation with Will Ryan, UWGB Men’s Basketball Head Coach, and hear an economic update from Adam Longlais, Senior Investment Officer, in this conversation hosted by Anthony Wilhelms, Nicolet Wealth Management. Topics include: An update on this year’s UWGB men’s basketball team How to build a successful team on and off the court  The importance of balancing talent and character  Invest...

Join Anthony Wilhelms for a conversation with Mike Campbell, Founder of ONE MILE and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include: Why One Mile focus on mental health for veterans Keeping a community active Surrounding yourself with a network Investment and insurance products:- Are Not FDIC Insured- May Lose Value- Are Not Bank Guaranteed- Are Not Deposits - Are N...

Join Anthony Wilhelms for a conversation with Terry Albrecht, CEO and co-founder of Packer Fastener and Packer Freight, and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management. Topics include: From startup to building a culture with swagger Strategic planning with an entire team HEXCELLENCE: invest in employees and their excellence Investment and insurance products:- Are Not FDIC...

Join Anthony Wilhelms and Mike Steppe for a conversation with Damian LaCroix, Superintendent at Howard-Suamico School District. Topics will include a look ahead at the new school year, how schools are developing tomorrow's workforce, and how to lead through adversity.  Investment and insurance products:- Are Not FDIC Insured- May Lose Value- Are Not Bank Guaranteed- Are Not Deposits - Are Not...

Join Anthony Wilhelms for a 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. Topics include: Importance of the mindset of discovery in business today How mindset of discovery helps people and business adapt to a rapidly changing environment Can anyone be innovat...

Join Anthony Wilhelms for 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 again? How has tourism changed in W...

Join Anthony Wilhelms for a conversation with Dave Willems, Principal and Founder at Willems Marketing & Events and Mike Steppe, CFA, SVP Chief Investment Officer, Nicolet National Bank. Topics include: 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 live music festivals Investment and insuran...

This Nicolet Wealth Management podcast features Melissa DeVantier, Vice President - Trust Officer at Nicolet Wealth Management in a conversation hosted by Anthony Wilhelms. Topics include: Leaving a legacy through your estate 5 Must-Have’s for Estate Planning Special Estate Planning Considerations How to talk to your family about wealth  Adam Longlais, Senior Investment Officer at Nicolet Wealth M...

Join Jake Dinkel for a 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 updates Advisory products and services offered by Inves...

Join Anthony Wilhelms for a conversation with Tom Zellner, SVP Retail Sales Manager at Nicolet National Bank and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management. Topics will include: How does low inventory and competitive purchase prices affect your ability to buy a home? How is the high cost of building materials affecting homebuilding? How is this housing market different t...

More than a year ago Anthony Wilhelms, CFA, CFP®  began hosting our Nicolet Wealth Management webinar. The roles changed for this conversation as Jake Dinkel, CFP® steps in as host for Anthony’s insight as a financial advisor during the pandemic. Mike Steppe, Chief Investment Officer at Nicolet National Bank  joined with an economic update. Topics include: Maintaining a high level of communication...

Join Anthony Wilhelms for a conversation with PJ Madson, Senior Vice President at Nicolet Wealth Management and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management. Topics will include: What does financial planning look like in times of uncertainty? How can a business owner have a successful business transition? What is happening with wood prices and other commodities that are in...

Join Anthony Wilhelms for a conversation with Dr. Dennis Episcopo, Senior Pastor at Appleton Alliance Church and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics  include leadership principles for your life, successful succession planning for organizations, and commentary on today's economy. Investment and insurance products:- Are Not FDIC Insured- May Lose Value- Are No...