Five Ingredients for Sales Success in 2021

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


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…


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…


4 Ways to Use Industry Intelligence to Grow Your Accounting Firm

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


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…


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

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


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…


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…


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)…


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

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


Advising Customers & Prospects Through the COVID-19 Pandemic

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


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…