As States Reopen, Retail Is Looking for a Rebound

Seasonally adjusted initial unemployment claims for the week ending June 12 were…


Become a Trusted Co-Pilot on The Buyer’s Journey (Part 2 of 3)

You’ve heard the famous proverb from philosopher Lao Tzu: “The journey of a…


Increase the Sum of the Accounting Trust Equation

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


Hit the Road to Deliver Value Throughout the Buyer’s Journey (Part 1 of 3)

Who could use a little vacation right about now? I know I’m ready! Planes are…


Savvy Sales Pros Thrived by Improving Skill Sets Amid Pandemic

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


Industry Focus: Dive into Swimming Pool and Spa Retailers

Who would have guessed that, in addition to toilet paper and hand sanitizer,…


After PPP Ends, Don’t Overlook This Important Fourth “P”

By HD Jacobs, Senior Depository and Lending Solutions Product Specialist at…


Moving Beyond Sales Clichés to Add Value

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


Why Should a Small Business Go Global?

If there is one business lesson learned from the pandemic it is that — for better…


Vertical IQ’s Top Industry Profiles for Q1 2021

Here at Vertical IQ, we really dig data. That’s why our in-depth Industry…


How Accountants Can Tackle A Tax Season Like No Other

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


Webinar Recap: Social Selling: Content to Conversations

When people hear the word “marketing,” they often think of print or TV…


Industry Focus: Landscaping Services Are In Season

Spring is in the air in much of the U.S., and that means it’s go-time for the…


Webinar Recap: 8 Keys to Remote Selling

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


Swap: Potential Benefits and Downsides to the Bank and Borrower

Guest post by David Nicholson, Owner of Credit Training Inc. For commercial…


Banking Sales Expert Shares Thoughts on Virtual Selling

Jack Hubbard is the chairman and chief experience officer at St. Meyer and…


Retail and Food Services Sales Numbers Show Promise

The U.S. Census Bureau recently released their January 2021 Advance Monthly Sales…


Webinar Recap: Banking Strategies & Trends to Win, Grow & Retain More Business

In the first can’t-miss session of our Vertical IQ Spring 2021 Banking Webinar…


Why Aren’t Bankers Viewed as Advisors by Their SMB Clients?

Few businesses have made it through the past year completely unscathed. Whether it…


Personalize Your B2B Sales and Marketing with Industry Intelligence

If we learned one thing from the events of 2020, it’s that businesses must be agile…


Last Seen Leaving the CEO’s Office (Part 3 of 3)

Posted by David Buffaloe Private Investigator – Name Undisclosed >> Related:…


Solving the Case of the Frozen Sales Pro (Part 2 of 3)

Posted by David Buffaloe Private Investigator – Name Undisclosed >> Related:…


Unsolved Mysteries of Losing a Sale (Part 1 of 3)

Posted by David Buffaloe Private Investigator – Name Undisclosed Reports of strange…


S&P Global Integrates Vertical IQ Industry Data to Help Lenders Better Understand Customers

By Guest Blogger Cam Saucier, Product Manager, U.S. Financial Institutions at…


Final Small Business Pulse Survey of 2020 a Mixed Bag

The week 26 results from phase three of the Census Bureau’s Small Business Pulse…


Readiness Wins in 2021

Happy New Year, and welcome to 2021! While 2020 served up more than its share of…


Five Ingredients for Sales Success in 2021

By nearly anyone’s standards, 2020 was a doozy. The world struggled to manage a…


A Look at the Top 25 Industry Profiles for 2020

If you’re like me, you are ready to kick 2020 to the curb! It’s been a year when…


Boost Your Virtual Sales Results Using Industry Intelligence

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


Golf Courses Rake in the Green Amid the Pandemic

So many businesses have struggled to stay afloat during the pandemic, in part…


What’s The Next Big Idea for Cash Flow Tools? Maybe It’s You.

Here at Vertical IQ, we are passionate about helping our customers understand…


Now More Than Ever, Industry Intelligence Is A “Must Have”

Today, it is more critical than ever to have access to Industry Intelligence so…


A Closer Look at Veteran-Owned Businesses

According to the most recent data from the U.S. Census Bureau’s Survey of Business…


Let the Shopping Season Begin: Internet, TV & Mail-Order Retailers

You know the big guys — Amazon, eBay, QVC, L.L. Bean — but there are a lot more…


How Banks and Bankers Can Prepare for An Impending Crisis

We may be in the lull before the storm. I really like to think optimistically, but…


I’d Like to Live in a Fisher-Price Town

2020 has been a year packed full of crazy, and this week’s elections are likely to…


The Competitive Advantage of the Community Bank

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


Some Retail and Food Services Sales Gaining, Others Continue to Slump

The U.S. Census Bureau recently released data on estimated retail and food services…


Latest Small Business Pulse Survey Shows Improvements

Final results from phase two of the Census Bureau’s Small Business Pulse Survey…


Relationships Still Matter in Business Banking

Barlow Research Associates is probably the most well-known, and certainly the most…


Welcome to Prospectville

September saw NFL and college football starting to come back to life, bringing a…


How Supply Chains Have Been Affected by COVID-19

In addition to millions of people becoming ill, the COVID-19 pandemic has had…


Jobless Claims Remain Steady, Though Elevated

The latest jobs report from the Department of Labor (DOL) showed that for the week…


August Retail Sales: Are the Winners and Losers Starting to Plateau?

The Census Bureau released the Advance Monthly Sales for Retail and Food Services,…


4 Ways to Use Industry Intelligence to Grow Your Accounting Firm

Remember those commercials for Reese’s Peanut Butter Cups where the actors would…


Service Sectors Struggle to Regain Past Quarters’ Revenue Levels

The U.S. Census Bureau recently released the selected services estimates for the…


Using Industry Intelligence to Up the Ante on Accounting Marketers’ Tactics

We see you, accounting marketer. We understand that the pressure is on to figure…


Jobs Numbers Improving…But Will the Trend Continue?

We have to find glimmers of hope where we can lately, and the most recent jobs…


July Construction Spending Offers Some Optimism, Some Stagnation

Last week, we shared some positive news about residential construction in the U.S.…


Sharing is Caring: Use Industry Intelligence to Take Less and Give More

This is the fifth and final post in a series of five blog posts about how to create…


Shiny and New: New Home Sales Continue Upward Trajectory

The housing market offers one of the few bright spots in the U.S. economy with…


When Success Requires Shape-Shifting: Lakeland Bank’s Story

Sitting outside on my deck this morning, I caught sight of a small lizard zooming…


The Mixed Bag Continues for Retail and Food Services Sales Numbers

The U.S. Census Bureau recently released their July 2020 Advance Monthly Sales for…


Protecting Bank Assets by Identifying and Managing Risks

Written by David Nicholson, founder and president of Credit Training, Inc.…


Keep it Real: Initiating More Meaningful Client Conversations

This is the fourth in a series of five blog posts about how to create and implement…


How Industry Intelligence Helps Build Better Marketing Initiatives

You’ve heard of industry information, industry insights, and industry research, but…


Add Value to SBDC Client Meetings with Industry Intelligence

As a small business development center (SBDC) counselor, you see a wide range of…


Outside the Box: Using Industry Intelligence to Offer Alternative Ideas

This is the third in a series of five blog posts about how to create and implement…


Webinar Recap: Local Economies and Why You Should Know Them

Vertical IQ recently hosted a webinar on how advisors of small businesses can…


Making More Informed Recommendations with Industry Intelligence

This is the second in a series of five blog posts about how to create and implement…


Building Confidence: Residential Construction Shows Signs of Hope

On Friday, the U.S. Census Bureau and the U.S. Department of Housing and Urban…


Using a Strategic Mindset to Build Trust with Clients and Prospects

This is the first in a series of five blog posts about how to create and implement…


Report on Retail and Food Services Sales Reveals Mixed Picture

On Thursday, the U.S. Census Bureau released their latest data on estimated retail…


Insights from the Census Bureau Pulse Survey

The Census Bureau’s Small Business Pulse Survey reveals some interesting first-hand…


A Closer Look at Who is Getting PPP Dollars

You’ve probably seen the headlines this week about the government’s release of more…


Questions Surround the Final Phases of Reopening

There’s been broad confusion about the “phases of reopening” the U.S. economy. The…


The Big Break-Up: Why SMBs are Switching Banks & What You Can Do to Stop Them

2020 has been one of the toughest years for small and mid-sized businesses (SMBs)…


May Retail & Food Service Data Improves as Shutdowns Ease

The U.S. Census Bureau’s May 2020 retail and food service data was released on June…


The Secret to Sales Success in a Down Economy

Written by Tony Cole, founder and Chief Learning Officer of Anthony Cole Training…


Industry Spotlight: Grocery Stores

The nation’s 41,000 grocery stores have experienced a raucous 2020, due in large…


Jobs Numbers Improving… But Still a Long Way to Go

The Bureau of Labor Statistics released their May employment data on Friday, June…


April Gloom: U.S. Import and Export Numbers Continue to Fall

On May 29, the U.S. Census Bureau released their advance Economic Indicators Report…


Why a Crisis May Be Prime Time for Accounting Marketing

I recently attended a Capstone Marketing webinar entitled, “Marketing Your…


The Far-Reaching Cost of Government Budget Cutbacks

I recently shared the ways in which declining tax revenue is taking a toll on state…


Webinar for Accounting Marketers: Using Industry Intelligence to Grow Your Firm

Across many industries, marketers are consistently asked to do more with less.…


Reopening Realities: What Will Sales Calls Look Like in This “New Normal”?

I’ve talked to a lot of Vertical IQ customers lately about what meeting with…


Building Anxiety: Housing Starts Plummet

On Tuesday morning, new data was released by the Census Bureau on housing starts in…


Key Metrics: Why Advisors Need to Understand Their Local Economies

The U.S. economy gets a lot of attention — and rightly so. Since 1871, the U.S. has…


Math Meets Civics: Education Job Numbers Plummet During Pandemic

Earlier this week, I shared with you the detrimental financial impacts the COVID-19…


Why is the Healthcare Industry Suffering Financially During a Pandemic?

Last week, I shared with you some of the industries that have been hardest-hit by…


Leading Under Pressure: How Can You Help?

Written by Lisa Earle McLeod, author of Leading with Noble Purpose As we all…


Overcoming Hurdles: How Business Bankers Can Meet Customers Where They Are

With the economic peril caused by the COVID-19 pandemic, every small and…


These Industries are Among the Pandemic’s Hardest Hit

At Vertical IQ, we recently have focused our research efforts on monitoring the…


Advising Customers & Prospects Through the COVID-19 Pandemic

The coronavirus (COVID-19) pandemic has disrupted nearly every aspect of people’s…


The Circle of Trust…

Written by Martin Wise, founder and CEO of RelPro …and the opportunity (necessity)…


Using the 10-Second Rule to Improve Your Client Meetings

You’ve heard of the 5-second rule, whereby food that has been dropped may be eaten…


Help Clients Understand the Impact of COVID-19 on Their Industry

It’s the topic on nearly everyone’s mind right now: coronavirus (COVID-19). And…


When Life Gets Crazy, Get Specific

In the midst of chaotic times such as these, my mind turns to messaging. Sounds…


Even Better Than a Handshake: Financial Focus

Connect as a Proxy CFO to Help Guide Small Business Owners Face-to-face meetings…


Honing the Human Element

We’ve all heard the phrase, “I’m only human.” There was even a hit song from ‘80s…


Battle of the Century: Banking Bots vs. Human Business Bankers

I’m continually amazed by what you can do with new technology, applications,…


Hit the Mark with These Arrows in Your Quiver of Prospecting Tools

As a client success manager, I love talking with people about ways to get the most…


Industry Spotlight: Candy Manufacturers

The sweet smell of love is in the air…oh wait, no…that’s candy that I smell! The…


Webinar Recap: The Power of Personalization and Advice in B2B Banking

Our Vertical IQ co-founder and CEO, Bobby Martin, recently co-hosted a webinar with…


Who Are the Winners and Losers in the USMCA?

The United States Mexico Canada Agreement (USMCA) was signed by the namesake…


Using Vertical IQ to Support Your Workplace Banking Program

Thanks to the increased use of technology like ATMs, online banking, and direct…


The Secret Sauce: Enabling Bankers with Industry-Specific Content

Written by Shaalin Parekh, Senior Market Development Manager at Seismic It’s no…


12 Ways to Use Industry Research to Win More in 2020

The new year is a good time to start new, better habits, from improving our diets…


Podcast Recap: 7 Secrets for Bankers To Become the Trusted Advisor for Small Businesses in 2020

Small business banking is being disrupted. Those cliché, predictable conversations…


Industry Spotlight: Jewelry Stores

December is the month when the nation’s 15,200 jewelry stores really shine! Indeed,…


Key Takeaways From the 2019 Small Business Banking Conference

Members of the Vertical IQ team recently attended the American Banker Small…


Webinar Recap: High-Touch Coaching in a High-Tech World

The final installment in Vertical IQ’s free fall webinar series was last week—a…


Leadership Spotlight: Vertical IQ’s New CMO, David Buffaloe

David Buffaloe recently joined Vertical IQ as chief marketing officer (CMO). David…


Webinar Recap: Playing Offense and Defense to Prepare for the Future

The second installment in Vertical IQ’s free fall webinar series was last week—a…


Building SMB Client Relationships with Insight and Foresight

Of course every business services firm that calls on small- to mid-sized businesses…


Helping Change How SMB Owners Think About Cash Flow

“If I had to run a company on three measures, those measures would be customer…


3 Motivations to Become a Better Value-Added Advisor

A value-added advisor is someone whose ideas and advice you respect enough to…


How to Help Small Businesses Compare Their Financials to Their Industry

“Are we keeping up with the Joneses?” Owners of small and mid-sized businesses…


Webinar Recap: Red Ocean vs. Blue Ocean Sales Strategies

Last week, we hosted the first installment in Vertical IQ’s free fall webinar…


Adding Industry Knowledge into Your Contact Strategy

When it comes to gaining trust with small to mid-sized business (SMB) owners,…


Upgrade Your Prospect Presentations with These 3 Tips

You’re pulling together a presentation for a new small to mid-size business (SMB)…


Which Industries Should I Target?

The North American Industry Classification System (NAICS) was developed as the…


4 Ways to Help SMBs Manage Cash Flow

You may have heard the platitude, “Cash is the most important, yet least…


The 3 Local Economic Indicators Every SMB Advisor Should Know

The economy is a hot topic lately, with pundits arguing over whether we are or…


2 Simple Ways to Wow Prospects at a Networking Event

Speaking with people you don’t know at a networking event can be a tricky…


3 Tips to Turn Industry News into Valuable Content for SMB Owners

There is arguably no one busier than a small to mid-sized business (SMB) owner.…


5 Organizations You Need to Know to Know Small Business

There are literally hundreds, if not thousands, of niches that small businesses…


Helping Small Business Owners Understand What Their Company is Worth

For most small to mid-sized business (SMB) owners, their company is their most…


Ready for Change: Addressing Trigger Events with Small Business Owners

“Trigger events” are major changes that affect a business. They can be milestones…


5 Easy Steps to Improve Your Client Meeting Quality by 50 Percent

As a busy professional, you likely find yourself burning the candle at both ends…


How Generalists Can Develop Niche Industry Specialties

In 2017, River Cities Capital Funds, a growth equity fund focused on healthcare and…


Webinar Recap: Building Prospecting Momentum

Last week, we hosted the final installment in Vertical IQ’s free spring webinar…


Industry Spotlight: Hotels & Motels

It’s summertime, and the 41,000 hotels and motels in the U.S. are rolling out the…


Using Industry Research to Address Succession Planning

This week, I read an article that got me thinking about the importance of…


Webinar Recap: Save Me! Save Me Now!

Last week, we hosted the second installment in Vertical IQ’s free spring webinar…


How “Purpose” Can Drive A Bank’s Success

As the senior sales associate at Vertical IQ, I am always interested in learning…


Webinar Recap: What a Beer Cart Driver and Boutique Hotel Can Teach Us About Welcoming New Clients

Vertical IQ kicked off our free spring webinar series a few weeks ago with a great…


Industry Focus: A Clean Perspective on Janitorial Services Companies

It’s spring cleaning time! And the nation’s 53,000 janitorial service providers are…


The Value of Anticipation

As a mom of soccer players, I hear my kids’ coaches reiterating the importance of…


What’s Your Story? Paint a Clearer Picture Using Financial Data

Accounting Today published an article a few weeks ago entitled, “Why accountants…


In a Tech-Driven World, Stand Out with Expert Advice

A recent Wall Street Journal article entitled “The Problem for Small-Town Banks:…


The Most Valuable Advice Financial Pros Can Offer to Business Owners

If you are an accountant or financial advisor, it’s a busy time of year for you as…


Feeling the Pinch: Industries Hard-Hit by Government Shutdowns

Last month’s partial government shutdown cost the nation’s economy an estimated $11…


3 Reasons Why Your Industry Knowledge Matters to Small Business Owners

When studying economics—or marketing for that matter—one of the first concepts that…


Personalization, Partnerships, and Payments Top Small Business Banking Conference Agenda

“It’s like the question, ‘Do you prefer your toothbrush or your dentist?’,”…


What Consumer Debt Means for the State of the U.S. Economy

In order to have industry expertise, one must also have solid knowledge on the…


Survey of Small Businesses Explores What Owners Really Want

At Vertical IQ, we often talk about how industry research can help build…


New Vertical IQ Smartphone App Offers Industry Insights on the Go!

Vertical IQ’s cofounders are former financial professionals, so we understand what…


The How and Why of Industry Structure

One of the fascinating things about working for Vertical IQ is learning about the…


How Bankers Can Help Business Owners Plan Exit Strategies

Two members of the Vertical IQ team and I attended the 2018 Exit Planning Summit in…


3 Trends Bankers Should Key In On When Meeting with Computer Programming Firms

It seems that just about everything today relies upon computers, and as a result,…


A Potentially Healthy Environment for the Medical Device Manufacturing Industry

We noticed an interesting article in the August 15 issue of American Banker…


Industry Spotlight: Commercial Equipment Rental and Leasing

Despite the credit risks inherent to commercial equipment rental and leasing…


Tariffs & Trade Wars: Should Your Bank Client Worry?

A hot topic in the news lately has been tariffs and the resulting “trade wars” they…


Industry Focus: A Look at The Financial Health of Fitness Centers

They say that beach bodies are made during the winter, and most fitness centers DO…


Should Banks Make a Move in the Self-Storage Industry?

Americans have a lot of STUFF. For many people, they have more than can be…


Industry Spotlight: Child Care Centers

School may be out for the next few months, but thankfully for America’s working…


Key Lessons from My Last Two Interactions with Business Bankers

As the founder and owner of several businesses, I get my fair share of calls from…


Industry Focus: All Eyes on Optometry Practices

Given recent industry growth and their relatively safe credit risk, optometry…


Our Newest White Paper: 5 Essential Trust-Based Strategies for Business Banking Success Today

It wasn’t so long ago that a business banker could get by based on their…


7 Ways to Use Vertical IQ for the Credit Underwriting Process

I truly enjoyed my job as a business banker. I relished the opportunity to meet new…


How to Avoid the Cliché Questions Bankers Ask Business Owners

As the director of client success at Vertical IQ, I communicate with bankers…


Industry Spotlight: Convenience Stores

In the late 1990s, as a banker in Wilmington, North Carolina, one of my best…


7 Things You Can Do to Get the Most Out of Vertical IQ

Your bank leadership is telling you that you need to be using Vertical IQ to…


Tough Sell: Why It’s Worth Convincing Experienced Bankers to Use Vertical IQ

Experienced bankers—people who have been in the financial industry for 10, 20, even…


How to Make CPAs an Ongoing Source of Bank Referrals

”Centers of influence”(COIs) are a select group of people who can help to increase…


The 10 Most Popular Vertical IQ Industry Profiles

Now that we are in full swing with the new year, it’s a perfect time to think about…


5 Tips for Upping Your Bank’s Vertical IQ Usage

We all remember the ghostly voice from Field of Dreams telling Ray (Kevin Costner),…


Industry Spotlight: Restaurants

There’s no doubt about it: Americans LOVE to eat! And we have the restaurants to…


Key Takeaways From the 2017 Small Business Banking Conference

Members of the Vertical IQ team recently attended the American Banker Small…


Industry Spotlight: Physician Practices

As cold and flu season kicks into high gear around the holidays, a lot of folks…


Industry Spotlight: Machine Shops

Look around your office: Every chair, lamp, pen, and coffee mug likely was made…


Industry Spotlight: Breweries

Are you a beer aficionado? There’s no doubt that people in the U.S. enjoy knocking…


A 5-Minute Summary of The ABA Bank Marketing Conference

The annual ABA Bank Marketing Conference was held in New Orleans on Sept. 24–26…


Finding Opportunity in Small Business Transitions

As the Baby Boomers reach retirement age, you can expect to see more ownership…


A More Tailored Sales Approach for the Seasoned Banker

You’ve been a banker for years, working your way up in the ranks and gaining…


Identifying Your Next Industry Niche? Go Where the Profits Are

In my January blog “5 Reasons Every Business Banker Should Have Industry Niches,” I…


Industry Spotlight: Calling on Law Offices

When I was a private banker in the late ‘90s in Wilmington, North Carolina, I found…


Why Private Bankers & FAs Need a “Wealth” of Industry Knowledge

As a private banker, you are tasked with understanding the “big picture” of your…


What I Learned at The Barlow Research Conference

Why Keeping Up with Your Banking Competition Keeps Getting Tougher I love the…


Become Your Clients’ “Mini-Economist” in 5 Minutes

When I was a banker calling on businesses, company owners frequently would ask me,…


Developing a Contact Strategy That Wins Over Business Owners

Having been a banker for 13 years and a relationship manager for five, I found that…


Vertical IQ is the Busy Branch Manager’s Life-Line

In March 2005, I was promoted to the branch manager position for one of the local…


Cashing In: Consider These Niches for Growing Deposits

Driving home from work recently, I saw a new “For Sale” sign in the yard of a…


What’s the Big Deal About Dental Practices?

Dental practices and other privately-owned medical practices have long been…


5 Reasons Every Business Banker Should Have Industry Niches

Knowing a little bit about a lot of things increases your odds of winning at Trivia…