Ace Your Sales and Marketing with Industry Intelligence: Sustaining Enduring Relationships

Our eBook, Ace Your Sales and Marketing With Industry Intelligence, is available…


Investing in Vertical IQ at the Local Level with Local Market Monitor

Hopefully, you saw our recent press release announcing Vertical IQ’s acquisition…


Abrigo’s ThinkBIG Conference Got Me Thinking Big

I attended Abrigo’s ThinkBIG Conference last week, and it truly was a great event:…


financial speaker on stage

Five Thoughts from the Financial Brand Forum

This fall, our associates recall experiences from the events, conferences, and…


shoes and socks on table

Start Knocking the Socks Off of Clients with Industry Intelligence

It seems like there is a day to celebrate nearly EVERYthing … from National…


Live music show

Industry Intelligence Summer Concert Blog Series: LANY Shows Us a Few New Tricks

The hits keep on coming with Vertical IQ’s Industry Intelligence Summer Concert…


customer success team; fist bump

Put Two “I”s in Your Customer Success Team: Industry Intelligence

Your company’s customer success team is all about ensuring satisfaction after the…


two businessmen talking, bankers as advisors

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

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


measuring cups on table

Five Ingredients for Sales Success in 2021

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


typewriter printing 2021

Now More Than Ever, Industry Intelligence Is A “Must Have”

Today, it is more critical than ever to have access to Industry Intelligence so…


cloudy evening

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…


Fisher-Price figures

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…


chart on a table

August Retail Sales: Are the Winners and Losers Starting to Plateau?

The Census Bureau released the Advance Monthly Sales for Retail and Food Services,…


analysing statistics

4 Ways to Use Industry Intelligence to Grow Your Accounting Firm

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


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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…


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

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


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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…


Using Industry Intelligence to Offer Alternative Ideas

This is the third in a series of five blog posts about how to create and implement…


Make 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…


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…