LATEST POSTS

Now More Than Ever, Industry Intelligence Is A “Must Have”

Posted December 01, 2020 by Courtney Farfour and Nicolle DeLiso

Today, it is more critical than ever to have access to Industry Intelligence so that you can advise clients and add value. Why?

Insights from the Census Bureau Pulse Survey

Posted July 16, 2020 by Bill Walker

The Census Bureau’s Small Business Pulse Survey reveals some interesting first-hand insights on how the pandemic is impacting businesses. The weekly survey was originally created in April to examine the ways in which COVID-19’s was affecting small businesses. Participating businesses are contacted by email only and must be non-farm,...

Why is the Healthcare Industry Suffering Financially During a Pandemic?

Posted May 12, 2020 by Bill Walker

Last week, I shared with you some of the industries that have been hardest-hit by the COVID-19 crisis, including restaurants, childcare centers, and construction. The negative impacts to these industries seem fairly logical given the temporary regulations and shutdowns put in place to help prevent the spread of the virus. But amid the...

The Circle of Trust...

Posted April 16, 2020 by Martin Wise, founder and CEO of RelPro

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

When Life Gets Crazy, Get Specific

Posted March 18, 2020 by David Buffaloe

In the midst of chaotic times such as these, my mind turns to messaging. Sounds weird, I know. But after 25+ years in marketing, it’s second nature to me. Messaging is the core element of marketing and communications. While everyone is being swamped by information about COVID-19 and its impacts, I’m evaluating which messages work....

Battle of the Century: Banking Bots vs. Human Business Bankers

Posted February 27, 2020 by Bobby Martin

I’m continually amazed by what you can do with new technology, applications, digital solutions, and system integrations in banking and beyond. But I’ve discovered that, for some business bankers, high-tech is becoming problematic. Today, next-gen business customers want high-tech banking options, and it’s time to get on board unless...

Hit the Mark with These Arrows in Your Quiver of Prospecting Tools

Posted February 20, 2020 by Ian Peddicord

As a client success manager, I love talking with people about ways to get the most out of Vertical IQ. Earlier this week, I was speaking with one of my banking clients, who mentioned that they view Vertical IQ as an “arrow” in the quiver of tools they use to be successful in their pursuit of small- to medium-sized businesses (SMBs). 

Who Are the Winners and Losers in the USMCA?

Posted January 28, 2020 by Bill Walker

The United States Mexico Canada Agreement (USMCA) was signed by the namesake countries’ leaders in November 2018. (You can read the text of the USMCA here.) After a lengthy ratification process, it was passed with bipartisan support by the U.S. House of Representatives in December 2019 and by the Senate on January 16, 2020. As of this...

Building SMB Client Relationships with Insight and Foresight

Posted October 31, 2019 by Susan Bell

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

Posted October 25, 2019 by Bobby Martin
“If I had to run a company on three measures, those measures would be customer satisfaction, employee satisfaction, and cash flow.”—Jack Welch, Former CEO of General Electric

 

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