Touchdowns, Chocolate and Banking: Our Thoughts from ABA’s Conference for Community Bankers
February 20, 2024
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
May 24, 2023
Me and B3 Method Institute CEO Amy Vetter If there is one thing that’s more…
Five Thoughts from America’s Small Business Development Centers (SBDC) Conference
September 13, 2022
This fall, our associates recall experiences from the events, conferences, and…
Industry Intelligence Summer Concert Blog Series: Billy Joel Knows It’s a Matter of Trust
July 14, 2022
You’ll be humming along as Vertical IQ continues our Industry Intelligence Summer…
Part 6 of 7: Private Equity Informed by Industry Intelligence
October 18, 2021
Your commercial and small business bankers love Vertical IQ for call preparation,…
Part 3 of 7: Credit Underwriting Can Connect the Dots with Industry Intelligence
September 28, 2021
Your commercial and small business bankers love Vertical IQ for call preparation,…
Accounting Firms Can Boost Advisory Capabilities with These 5 Steps
July 21, 2021
This is the time of year when accountants are usually taking a well-deserved break…
How Everyone Can Win with the Work-From-Home Trend
July 2, 2021
The COVID-19 pandemic turned the world on its head in countless ways. Among them,…
Increase the Sum of the Accounting Trust Equation
June 8, 2021
Most CPAs and accountants are “numbers people,” adept at distilling complex…
Savvy Sales Pros Thrived by Improving Skill Sets Amid Pandemic
May 27, 2021
The past year created numerous problems, both large and small, as people tried to…
Moving Beyond Sales Clichés to Add Value
May 4, 2021
“How’s business?” This might just be the oldest sales conversation-starter in the…
How Accountants Can Tackle A Tax Season Like No Other
April 8, 2021
COVID-19 has created challenges for nearly every industry, and accountants are no…
Webinar Recap: 8 Keys to Remote Selling
March 18, 2021
I recently hosted a webinar with banking sales expert Jack Hubbard, chairman and…
Boost Your Virtual Sales Results Using Industry Intelligence
December 17, 2020
The red lights are blinking, the sirens are blaring, the signs that say “Danger…
The Competitive Advantage of the Community Bank
October 30, 2020
Community banks have had a challenging year; it’s been unlike anything our nation…