…and the opportunity (necessity) to build trust with your clients and prospects during and after COVID-19 through industry, company, and executive research

Our Vertical IQ co-founder and CEO, Bobby Martin, recently co-hosted a webinar with Jim Marous from The Financial Brand and Shaalin Parekh from Seismic to discuss how banks can provide a more personalized experience to their business customers.

Of course every business services firm that calls on small- to mid-sized businesses (SMBs) says they are a trusted advisor to their clients, but reality doesn’t always support that claim. I read a great article this week about how most firms that call on SMBs instead tend to provide “Random Acts of Consulting.” 

A value-added advisor is someone whose ideas and advice you respect enough to invest time and money into having them around. The business relationship is about more than just the product purchase itself. 

“Are we keeping up with the Joneses?” Owners of small and mid-sized businesses (SMBs) are always interested in how their competition is doing…and how they compare to them financially. Yes, it may be about ego to some degree, but it also tells a business owner how their company is faring financially. Are they middling, above average,...

When it comes to gaining trust with small to mid-sized business (SMB) owners, absence definitely does not make the heart grow fonder. In fact, it’s much more likely that if you’re out of sight, you’re also out of mind. Not a good situation if you want business owners to come to you when they have a need for your services.

You’re pulling together a presentation for a new small to mid-size business (SMB) prospect. You have checked it again and again to be sure your i’s are dotted and your t’s are crossed. Your high school English teacher would be so proud! But perfect grammar likely won’t be enough to convince a prospect that you are the right fit for their...