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

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


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…


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…


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…


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…


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…


Making More Informed Recommendations with Industry Intelligence

This is the second 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)…


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

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


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…


Even Better Than a Handshake: Financial Focus

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