I’ve talked to a lot of Vertical IQ customers lately about what meeting with customers looks like in the COVID-19 era. The consensus is that it is a different world than what they are used to. Many people who call on customers and prospects used to being face-to-face. Being relegated to phone calls and video conferences goes against...
Reopening Realities: What Will Sales Calls Look Like in This “New Normal”?
Even Better Than a Handshake: Financial Focus
Connect as a Proxy CFO to Help Guide Small Business Owners
Face-to-face meetings and firm handshakes have been staples in the banking business forever. So what happens when the meetings and events where we typically connect with clients and prospects are canceled and handshakes are off the table? With the coronavirus (COVID-19)...
Building SMB Client Relationships with Insight and Foresight
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.”
Helping Change How SMB Owners Think About Cash Flow
4 Ways to Help SMBs Manage Cash Flow
You may have heard the platitude, “Cash is the most important, yet least productive, asset a business has.” It is a bit cliché, but it is also true. Properly balancing the so-called “big three” of cash management—accounts receivable, accounts payable, and inventory—is crucial to the financial success of any business.