banner-blog

Latest Posts

Nicolle Bouffard

Nicolle Bouffard

Recent Posts

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...

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. 

How to Avoid the Cliché Questions Bankers Ask Business Owners

Posted April 12, 2018 by Nicolle Bouffard

As the director of client success at Vertical IQ, I communicate with bankers on a daily basis, and in doing so, I gain valuable perspective on how our tool is (or isn’t) being used.

Tough Sell: Why It’s Worth Convincing Experienced Bankers to Use Vertical IQ

Posted March 01, 2018 by Nicolle Bouffard

Experienced bankers—people who have been in the financial industry for 10, 20, even 30 years—may feel like they instantly have a leg up on their competition, thanks to their time in the trenches. Yes, they have a wealth of experience, but is that enough in this day and age of cut-throat competition for business banking customers? Is...

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...

WhitePaper-Sidebar-1.png

Subscribe to Our Blog

Recent Posts