This is the fifth and final post in a series of five blog posts about how to create and implement a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction. By using this tailored approach, your team will boost your organization’s sales conversion...

Sitting outside on my deck this morning, I caught sight of a small lizard zooming by. It first changed colors to match the wood railing, somehow managing to sneak right past my dog, Finley. A quick jump into the bushes and the lizard was suddenly bright green, blending with the leaves. I couldn’t help but think of a recent conversation...

This is the fourth in a series of five blog posts about how to create and implement a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction. By using this tailored approach, your team will boost your organization’s sales conversion success and deepen...

2020 has been one of the toughest years for small and mid-sized businesses (SMBs) in history. Many saw a ray of hope in the U.S. government's Paycheck Protection Program (PPP). But when SMB owners called their bankers for assistance in applying, far too many were unable to get the support they needed and expected to keep their businesses...