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Webinar Recap: Red Ocean vs. Blue Ocean Sales Strategies

Posted October 03, 2019 by viqadmin

Last week, we hosted the first installment in Vertical IQ’s free fall webinar series—a presentation entitled Red Ocean vs. Blue Ocean Sales Strategies by Ray Adler, banking sales coach, strategist, and change catalyst with BTI Growth Advisors. While Ray’s presentation discussed sales from a banking perspective, the lessons are highly...

2 Simple Ways to Wow Prospects at a Networking Event

Posted August 22, 2019 by viqadmin

Speaking with people you don’t know at a networking event can be a tricky proposition. Having a valuable conversation with a prospective client means making sure it is about them, not you. To do that, you need to be both inquisitive and insightful. Knowing something about a lot of different topics gives you a leg up. And that’s where...

New Vertical IQ Smartphone App Offers Industry Insights on the Go!

Posted November 01, 2018 by viqadmin

Vertical IQ’s cofounders are former financial professionals, so we understand what it’s like to be in the trenches. We’ve learned that Vertical IQ users are busy professionals, and the reality is that they often don’t have the time to research and read an entire industry-related paper to prepare for a client or prospect meeting.

How to Make CPAs an Ongoing Source of Bank Referrals

Posted February 15, 2018 by viqadmin

”Centers of influence”(COIs) are a select group of people who can help to increase your access to and credibility with your target market by providing their referrals, testimonials, and word-of-mouth endorsement. Professionals such as realtors, insurance agents, and of course bankers had figured out that having a steady stream of...


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