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Developing a Contact Strategy That Wins Over Business Owners

Posted June 01, 2017 by Nicolle Bouffard

Having been a banker for 13 years and a relationship manager for five, I found that my sales process revolved around three basic groups: the business I had (my clients), the business I wanted (my prospects), and the people who championed my cause (my centers of influence). And a critical component of my sales process was a successful...

Vertical IQ is the Busy Branch Manager’s Life-Line

Posted May 18, 2017 by Courtney Farfour

In March 2005, I was promoted to the branch manager position for one of the local branches of the bank for which I worked. Having managed a different department for the bank, I was excited about the new challenge. But, being tasked with both management and sales of the branch was going to require a different skill-set. I was ready. I was...

Bankers in the Know: How to Become "Financial Counsel" to Law Offices

Posted April 22, 2015 by Susan Bell

Lawyers: the butt of jokes and the protagonists of TV dramas; Americans have a love-hate relationship with the legal profession. But if you are a banker, there is a wealth of opportunity to win business from the 165,000 law firms in the U.S.

Bankers In the Know: Why You Need to Book an Appointment with an Auto Mechanic

Posted March 16, 2015 by Susan Bell

Your check engine light just came on. You backed into your neighbor's mailbox. There's a strange squealing noise every time you start your car. Any of these scenarios ever happened to you? And your response? You, like millions of Americans each year, probably called an auto repair shop.

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