The Ultimate Guide for Winning Clients and Delivering Value eBook cover helping boost credibility

Winning Clients, Delivering Value, Part 2: Be the Consultant Business Owners Need

The “Winning Clients, Delivering Value” blog series is based on Vertical IQ’s…


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Getting Down to (Small) Business: Recapping the ASBDC and AWBC Conferences

Jerry Greenfield, Co-founder of my favorite treat, Ben & Jerry’s, once said:…


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Empowering the Brokers of Tomorrow: Insights from the CVBBA Annual Conference

The leaves are changing, the air is cooling, and the fall conference season is in…


The Swiss Army Knife of Advisory Success

Advisors have many tools in their toolbox, but there is perhaps one that stands out…