Two members of the Vertical IQ team and I attended the 2018 Exit Planning Summit in Nashville last week because many exit planning experts need and appreciate industry research. Having been a business banker for many years, and then personally being involved with founding and selling several successful businesses, I’ve had first-hand...
How Bankers Can Help Business Owners Plan Exit Strategies
Posted
October
04,
2018 by
Bobby Martin
Industry Spotlight: Calling on Law Offices
Posted
August
03,
2017 by
Susan Bell
When I was a private banker in the late ‘90s in Wilmington, North Carolina, I found a successful niche prospecting law firms. There were a couple of things I learned first-hand about attorneys that I believe contributed to my success:
Why Private Bankers & FAs Need a “Wealth” of Industry Knowledge
Posted
July
20,
2017 by
Chris Suggs
As a private banker, you are tasked with understanding the “big picture” of your clients’ finances–everything from their checking account to their invested assets. And as more and more banks bring financial planning services in-house, odds are, it’s more important than ever to your own financial goals to have an understanding of how...