Creating a Culture for an Effective Collaboration
July 15, 2022
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Summer is in full force lately with a lot of hot days. We hope your summer is going well so far. You have heard us talk about assembling your professional team of trusted advisors that have your business and personal best interest at heart. Recently, our team has grown, and our new team members are a great resource for additional products and services to help our customers achieve various financial goals!
By: Brandon Baller
Cheif Lending Office
Hartington Branch President, Security Bank
As you’ve probably heard, Security Bank shared some exciting news recently. On June 1st Insurance and Wealth Strategies and Matt Dresden Insurance Solutions officially became part of the Security Bank family. Through the acquisition, Security Wealth Strategies was formed. Matt Dresden will continue with Security Wealth Strategies in the same way he was previously -- serving as an investment advisor, also offering life, health and disability insurance, in addition to a diverse lineup of annuity and investment products. Matt will offer these services with the administrative and technical support of the Security Bank team, allowing Matt to focus even more attention on new and existing clients. When Aristotle said “the whole is greater than the sum of its parts”, many believe that those words express what we refer to in modern times as synergy. It is similar in meaning to the acronym T.E.A.M., together everyone achieves more. This concept represents the why behind the idea of bringing Matt and his team onboard.
The team aspect of this new partnership is what I’m most excited about. The additional expertise that we’re able to provide has already proven to be valuable to our mutual clients. We’ve already had the opportunity to have joint meetings where Matt, one of our lenders, and a farm family were joined together to discuss strategies. By putting our heads together and getting the right people around the table together, we are able to better achieve the common goals that we all have. Sometimes the goals are centered around wealth creation and sometimes they are more about wealth preservation. Sometimes they involve taking on debt carefully, whereas sometimes they are focused on how to get out of debt. Sometimes they are about what kind of legacy a family wants to leave. Whatever the case may be, the old adage of “two minds are better than one” has never been truer. We’re still sure to stay in our lane and quick to admit that individually we don’t have all the answers, but the more knowledge and experience we can have on our team, the better we’re able to assist.
Running a successful farm or business can’t be done alone. I’ve yet to meet someone who is an expert on all things. We aren’t trying to be such either. Instead, we feel our role is to serve as the facilitator to bring together the experts of their respective fields, who are ultra-committed to using their talents to better the lives of the people they serve. Our successes are based in large part by the people with which we surround ourselves. I’m ecstatic about the team we’ve put together and the direction we are going. Please reach out to Matt or one of our lenders today to schedule a meeting with your team of trusted advisors.