Five Ingredients for Sales Success in 2021

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


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…


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…


Relationships Still Matter in Business Banking

Barlow Research Associates is probably the most well-known, and certainly the most…


Welcome to Prospectville

September saw NFL and college football starting to come back to life, bringing a…


How Supply Chains Have Been Affected by COVID-19

In addition to millions of people becoming ill, the COVID-19 pandemic has had…


4 Ways to Use Industry Intelligence to Grow Your Accounting Firm

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


Using Industry Intelligence to Up the Ante on Accounting Marketers’ Tactics

We see you, accounting marketer. We understand that the pressure is on to figure…


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…


How Industry Intelligence Helps Build Better Marketing Initiatives

You’ve heard of industry information, industry insights, and industry research, but…


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 a Crisis May Be Prime Time for Accounting Marketing

I recently attended a Capstone Marketing webinar entitled, “Marketing Your…


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

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


When Life Gets Crazy, Get Specific

In the midst of chaotic times such as these, my mind turns to messaging. Sounds…


Even Better Than a Handshake: Financial Focus

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


Honing the Human Element

We’ve all heard the phrase, “I’m only human.” There was even a hit song from ‘80s…


Hit the Mark with These Arrows in Your Quiver of Prospecting Tools

As a client success manager, I love talking with people about ways to get the most…