SAVE TIME, ADD VALUE
Advisors can learn the ins and outs of any industry in just minutes when they tap into the Industry Intelligence found on Vertical IQ.
GET UP TO SPEED QUICKLY
We’ve done the research for you. When time is tight, prepare quickly for meetings and counselling sessions with business owners.
ASK BETTER QUESTIONS
Better questions yield better advice. Delve deeper into industry-focused challenges and opportunities when you know what to ask.
SHARE KEY INSIGHTS
From industry risks to benchmark data to local economic information, pass along the latest research to your clients as a value add.
SAVE TIME, SAVE MONEY
Establish rapport by speaking the business owner’s language.
We’re your go-to source for pre-meeting research. The Industry Intelligence on Vertical IQ will quickly get small business advisors up-to-speed on the details of their client’s industry, enabling them to provide crucial insights and invaluable advice to small to medium-sized business (SMB) owners.
- Quickly understand the top trends and the potential challenges small business owners may face when starting a business within a particular niche.
- Gain the industry expertise needed to walk through cash flow, explore potential expenses, and discuss typical equipment purchases.
- Save time and money by streamlining the research tools advisors need in order to counsel small business owners.
MORE PRESCIENT CONVERSATIONS
Ask questions tailored to the business owner’s industry.
An advising session that incorporates Industry Intelligence into the discussion will be more productive. You may even ask questions on subjects the business owner hadn’t thought of yet!
- Create thought-provoking, tailored conversation starters by using the Role-Based Prep Sheets found on every Industry Profile.
- Dig into the details with probing questions on integral topics like financial benchmarks or industry-specific trends to help the SMB owner explore all aspects of their business.
- Shine a light on potential pitfalls — identifying risks that the business owner hasn’t considered — and explore ways to mitigate them.
SHAREABLE CONTENT
Provide more value to small business owners by passing along the latest updates on their niche.
Offer timely industry news articles and insights, along with local economic data, to add value to client meetings and other communication touch-points.
- Boost credibility and rapport with small business owners by sharing relevant industry news, trends, and potential risks, as well as financial comparisons and more — all found within the Industry Profile.
- Incorporate industry-specific benchmark data and forecasts into clients’ business plans.
- Provide key insights into client’s current business footprint and inform expansion planning by passing along Local Economies data.
- Beef up newsletters, social media posts, webinars, and website content with industry-specific content.
HARNESS THE POWER OF EXPERTISE
Put Vertical IQ’s Industry Intelligence to work for your small business advisors and clients.
Industry Intelligence can be your small business advisors’ secret weapon. Being prepared with in-depth industry knowledge enables them to immediately relate to business owners and provide sage, tailored advice.
Ready to save time and money by incorporating Industry Intelligence into your advisory processes?
Let’s get started today.
