What a Beer Cart Driver and Boutique Hotel Can Teach Us About Welcoming New Clients

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Join Jack Hubbard, Chief Experience Officer of St. Meyer & Hubbard for an energetic and practical view of what to consider before taking the Onboarding plunge. Business owners today have more choices than ever before. When they select your organization, you want to keep them as clients for the long haul. That requires more than hope – you need a strategy.

This new and different level of connectivity and intimacy is especially critical in the first year of that partnership. To help create that deeper level of connection, many financial service firms have turned to Onboarding. Some have invested in automation technologies that promise to mitigate the costly issues that delay go-live dates and erode customer satisfaction. Technology is only half the answer. A great process involves people too.

This Webinar includes a case study of how one company has maximized referrals, optimized cross solving and put millions in the pipeline with a systematic Onboarding process.


Save Me! Save Me Now!

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Want to save your small to medium-sized clients from a one-in-four chance of disaster? Even worse, a disaster that they believe will never happen to them? Worse still, a disaster that could put them out of business? Then we need to talk about cash flow and fraud.

This webinar, presented by Nick Miller, president of Clarity Advantage and business relationship development expert, will focus on cash flow discussions and red flags for fraud vulnerability, with a focus on poor internal controls on cash flow, and the counsel you should share with every one of your clients until they are all fully protected. He will also share steps that financial pros can recommend to their clients to keep themselves safe.


Building Prospecting Momentum

Wednesday, June 19th | Noon Eastern

Hosted by banking industry sales expert, Ned Miller, this webinar will key in on which factors differentiate successful prospectors from less adept ones. Drawing on over 20 years of banking experience, Miller will help you assess your prospecting acumen and prioritize each day’s prospecting tasks.

He will then build upon this momentum to show webinar participants how to leverage their prospecting network by integrating industry expertise into their prospecting process.



This webinar series is presented by:


Vertical IQ is an innovative industry research solution that helps prepare bankers, accountants and advisors of all types who advise small and medium-sized businesses. With actionable content covering nearly 400 unique industries, as well as 325 economic/industry reports for cities across the US, Vertical IQ quickly turns its users into industry experts, helping them land new business and retain existing customers. Vertical IQ’s industry research has been incorporated into the successful relationship management processes of organizations of all sizes. Learn more at https://verticaliq.com.


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