Touchdowns, Chocolate and Banking: Our Thoughts from ABA’s Conference for Community Bankers

Y’all, if there’s one thing we love, it’s heading to the Lone Star State for a…


The AAM Summit is a Reminder to Focus on Worth

Me and B3 Method Institute CEO Amy Vetter If there is one thing that’s more…


Vertical IQ team

Five Thoughts from America’s Small Business Development Centers (SBDC) Conference

This fall, our associates recall experiences from the events, conferences, and…


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Industry Intelligence Summer Concert Blog Series: Billy Joel Knows It’s a Matter of Trust

You’ll be humming along as Vertical IQ continues our Industry Intelligence Summer…


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Part 6 of 7: Private Equity Informed by Industry Intelligence

Your commercial and small business bankers love Vertical IQ for call preparation,…


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Part 3 of 7: Credit Underwriting Can Connect the Dots with Industry Intelligence

Your commercial and small business bankers love Vertical IQ for call preparation,…


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Accounting Firms Can Boost Advisory Capabilities with These 5 Steps

This is the time of year when accountants are usually taking a well-deserved break…


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How Everyone Can Win with the Work-From-Home Trend

The COVID-19 pandemic turned the world on its head in countless ways. Among them,…


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Increase the Sum of the Accounting Trust Equation

Most CPAs and accountants are “numbers people,” adept at distilling complex…


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Savvy Sales Pros Thrived by Improving Skill Sets Amid Pandemic

The past year created numerous problems, both large and small, as people tried to…


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Moving Beyond Sales Clichés to Add Value

“How’s business?” This might just be the oldest sales conversation-starter in the…


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How Accountants Can Tackle A Tax Season Like No Other

COVID-19 has created challenges for nearly every industry, and accountants are no…


Jack Hubbard remote selling webinar

Webinar Recap: 8 Keys to Remote Selling

I recently hosted a webinar with banking sales expert Jack Hubbard, chairman and…


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Boost Your Virtual Sales Results Using Industry Intelligence

The red lights are blinking, the sirens are blaring, the signs that say “Danger…


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The Competitive Advantage of the Community Bank

Community banks have had a challenging year; it’s been unlike anything our nation…