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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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