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Nicolle Bouffard

Nicolle Bouffard

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Five Ingredients for Sales Success in 2021

Posted January 06, 2021 by Nicolle Bouffard

By nearly anyone’s standards, 2020 was a doozy. The world struggled to manage a highly contagious virus, which has had seismic impacts on supply chains, industries, and individual businesses. There are few segments of the global economy that have been untouched by the issues created by COVID-19.

>> Related: A Look at the Top 25 Industry...

How Banks and Bankers Can Prepare for An Impending Crisis

Posted November 10, 2020 by Nicolle Bouffard

We may be in the lull before the storm. I really like to think optimistically, but looking at the cold hard facts, it seems like things are going better than they should be both for banks and their business banking clients.

Why a Crisis May Be Prime Time for Accounting Marketing

Posted June 04, 2020 by Nicolle Bouffard

I recently attended a Capstone Marketing webinar entitled, “Marketing Your Accounting Firm in Uncertain Times.” The presenter — Capstone’s founder, Jean Caragher — noted that there are lessons to be learned from the past when it comes to marketing during economic downturns. Accounting firms that continued to market themselves during the...

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

Posted May 04, 2020 by Nicolle Bouffard

With the economic peril caused by the COVID-19 pandemic, every small and medium-sized business (SMB) owner finds him or herself in a different situation. Some are wondering if they will survive closures or this downturn. Others are having to reinvent what they do and how they do it. Still others are tweaking their budgets to adjust to...

Advising Customers & Prospects Through the COVID-19 Pandemic

Posted April 23, 2020 by Nicolle Bouffard

The coronavirus (COVID-19) pandemic has disrupted nearly every aspect of people’s lives. Countless small to medium-sized business (SMB) owners also are struggling to stay afloat as they deal with closures, layoffs, and supply chain issues. There’s little doubt this pandemic is going to impact these SMBs in both the short- and long-term.

Using Vertical IQ to Support Your Workplace Banking Program

Posted January 23, 2020 by Nicolle Bouffard

Thanks to the increased use of technology like ATMs, online banking, and direct deposit, bank branch traffic has steadily declined in recent years. Without that face-to-face, in-branch contact, bankers have lost access to those interpersonal relationships that used to encourage consumers to remain loyal to their bank.

Using Industry Research to Address Succession Planning

Posted June 14, 2019 by Nicolle Bouffard

This week, I read an article that got me thinking about the importance of succession planning for business owners. The article, entitled “CFOs not doing enough succession planning,” referenced a study conducted last year, which revealed that only a third of CFOs surveyed said that there was a succession plan in place for their roles....

The Most Valuable Advice Financial Pros Can Offer to Business Owners

Posted February 21, 2019 by Nicolle Bouffard

If you are an accountant or financial advisor, it’s a busy time of year for you as clients work on filing their tax returns. While this makes for good accounts receivable for the next few months, what are you doing to provide year-round value to your clients? For accountants and CPAs, as well as bankers and financial planners, one area...

Feeling the Pinch: Industries Hard-Hit by Government Shutdowns

Posted February 07, 2019 by Nicolle Bouffard

Last month’s partial government shutdown cost the nation’s economy an estimated $11 billion, according to the Congressional Budget Office. During that 35-day period beginning the week of Christmas, 800,000 federal workers were either told to stay home or were forced to work without pay. And with no budget deal on the horizon, another...

Tariffs & Trade Wars: Should Your Bank Client Worry?

Posted August 02, 2018 by Nicolle Bouffard

A hot topic in the news lately has been tariffs and the resulting “trade wars” they can create. In March, the Trump administration announced that as of July 6, tariffs of 25 percent would be levied on imported steel and 10 percent on imported aluminum. 

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