Ace Your Sales and Marketing with Industry Intelligence: Sustaining Enduring Relationships
June 20, 2023
Our eBook, Ace Your Sales and Marketing With Industry Intelligence, is available…
Investing in Vertical IQ at the Local Level with Local Market Monitor
May 23, 2023
Hopefully, you saw our recent press release announcing Vertical IQ’s acquisition…
Abrigo’s ThinkBIG Conference Got Me Thinking Big
May 18, 2023
I attended Abrigo’s ThinkBIG Conference last week, and it truly was a great event:…
Five Thoughts from the Financial Brand Forum
November 22, 2022
This fall, our associates recall experiences from the events, conferences, and…
Start Knocking the Socks Off of Clients with Industry Intelligence
November 21, 2022
It seems like there is a day to celebrate nearly EVERYthing … from National…
Industry Intelligence Summer Concert Blog Series: LANY Shows Us a Few New Tricks
August 11, 2022
The hits keep on coming with Vertical IQ’s Industry Intelligence Summer Concert…
Put Two “I”s in Your Customer Success Team: Industry Intelligence
September 13, 2021
Your company’s customer success team is all about ensuring satisfaction after the…
Why Aren’t Bankers Viewed as Advisors by Their SMB Clients?
February 24, 2021
Few businesses have made it through the past year completely unscathed. Whether it…
Five Ingredients for Sales Success in 2021
January 6, 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”
December 1, 2020
Today, it is more critical than ever to have access to Industry Intelligence so…
How Banks and Bankers Can Prepare for An Impending Crisis
November 10, 2020
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
November 2, 2020
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?
September 24, 2020
The Census Bureau released the Advance Monthly Sales for Retail and Food Services,…
4 Ways to Use Industry Intelligence to Grow Your Accounting Firm
September 22, 2020
Remember those commercials for Reese’s Peanut Butter Cups where the actors would…
Use Industry Intelligence to Take Less and Give More
September 1, 2020
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
August 25, 2020
Sitting outside on my deck this morning, I caught sight of a small lizard zooming…
Keep it Real: Initiating More Meaningful Client Conversations
August 14, 2020
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
August 6, 2020
As a small business development center (SBDC) counselor, you see a wide range of…
Using Industry Intelligence to Offer Alternative Ideas
August 4, 2020
This is the third in a series of five blog posts about how to create and implement…
Make More Informed Recommendations with Industry Intelligence
July 28, 2020
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
July 21, 2020
This is the first in a series of five blog posts about how to create and implement…
Why SMBs are Switching Banks & What You Can Do to Stop Them
June 25, 2020
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
May 28, 2020
Across many industries, marketers are consistently asked to do more with less.…
Overcoming Hurdles: How Business Bankers Can Meet Customers Where They Are
May 4, 2020
With the economic peril caused by the COVID-19 pandemic, every small and…
Advising Customers & Prospects Through the COVID-19 Pandemic
April 23, 2020
The coronavirus (COVID-19) pandemic has disrupted nearly every aspect of people’s…
Using the 10-Second Rule to Improve Your Client Meetings
April 2, 2020
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
March 26, 2020
It’s the topic on nearly everyone’s mind right now: coronavirus (COVID-19). And…
Even Better Than a Handshake: Financial Focus
March 13, 2020
Connect as a Proxy CFO to Help Guide Small Business Owners Face-to-face meetings…