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...

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

The sweet smell of love is in the air…oh wait, no…that’s candy that I smell! The nation’s 1,700 candy manufacturers combine chocolate, sugar, and other raw ingredients to produce every imaginable variety of confection and chocolate-based product. And Valentine’s Day is one of their prime opportunities to shine.

December is the month when the nation’s 15,200 jewelry stores really shine! Indeed, winter holiday shoppers can make or break a jewelry store, which has highly seasonal sales in December and around Valentine’s Day and Mother’s Day. Yet in recent years, jewelry stores have lost market share to a variety of channels, including department...

The economy is a hot topic lately, with pundits arguing over whether we are or aren’t heading into a recession. Whether you think an inverted yield curve is a recession bellwether or not, there’s no debate that there’s a lot to be learned by looking at economic numbers. But practically speaking, most small business success is dependent...

Speaking with people you don’t know at a networking event can be a tricky proposition. Having a valuable conversation with a prospective client means making sure it is about them, not you. To do that, you need to be both inquisitive and insightful. Knowing something about a lot of different topics gives you a leg up. And that’s where...

Last week, we hosted the final installment in Vertical IQ’s free spring webinar series—a presentation entitled Building Prospecting Momentum, led by banking industry sales expert Ned Miller. Ned notes that banks can grow their book of business through effective prospecting, but it’s a competitive world out there when it comes to...

Last week, we hosted the second installment in Vertical IQ’s free spring webinar series—a presentation entitled Save Me! Save Me Now! by small business banking expert Nick Miller, president of Clarity Advantage. Miller focused on smaller business’s fraud vulnerability—with an emphasis on red flags to look for with the way your banking...