Last week, we hosted the second installment in Vertical IQ’s free spring webinar series—a presentation entitled Save Me! Save Me Now! by small business banking expert Nick Miller, president of Clarity Advantage. Miller focused on smaller business’s fraud vulnerability—with an emphasis on red flags to look for with the way your banking...

As the senior sales associate at Vertical IQ, I am always interested in learning about the new sales strategies and tactics that are being used by banks and bankers; it gives me insights into ways that the industry intelligence on Vertical IQ can be better integrated into their processes. To that end, I recently attended the 2019...

Vertical IQ kicked off our free spring webinar series a few weeks ago with a great presentation by Jack Hubbard, chief experience officer of St. Meyer & Hubbard, entitled What a Beer Cart Driver and Boutique Hotel Can Teach Us About Welcoming New Clients. In it, Jack discussed what financial professionals should consider before taking...

As a mom of soccer players, I hear my kids’ coaches reiterating the importance of anticipating what is going to happen next on the field—where the ball is going to go, when the opponent is going to make their move. If you think about it, the ability to foresee what is going to happen before it happens is a vital talent in many sports....

Accounting Today published an article a few weeks ago entitled, “Why accountants need to be data storytellers.” Now, the storytelling concept might be familiar to people in a marketing context—it’s a technique commonly used in that field to convince you to take that next step in the sales funnel—but personally, I’ve never considered...

A recent Wall Street Journal article entitled “The Problem for Small-Town Banks: People Want High-Tech Services” struck a chord for me. It recounts the story of a Bank of America branch in Monticello, New York, that was purchased by the National Bank of Delaware County, a community bank with just a handful of branches.

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...

The annual ABA Bank Marketing Conference was held in New Orleans on Sept. 24–26 this year, and members of the Vertical IQ team were excited to attend. This event’s agenda is always packed with fantastic speakers, so we thought we’d share our notes on a few of our favorite sessions in case you were unable to attend.

As the Baby Boomers reach retirement age, you can expect to see more ownership transitions for small businesses. According to the latest data from Barlow Research, 57 percent of small business owners are currently 60 years or older, a dramatic increase from 38 percent in 2008. 

It’s pretty conclusive: The generalist sales model may still reign supreme for today’s business bankers, but your customers want more. They’re growing weary of this tired sales model that merely pushes product, place, and presumed or past relationships while ignoring the unique challenges that face their respective industries.