Bobby Martin - Vertical IQ
Bobby Martin - Vertical IQ

Recorded: Thu Nov 17 2011 | 12:00 PM EDT | 1 hour
Available on demand until Sat Nov 17 2012

The Small Business Trusted Advisor

Where to Focus, How to Wow 'Em

Find out how conversations around business owners' cash flow and cash cycle will make you a hero to your clients and to your employers in this one-hour, complimentary webinar hosted by Clarity Advantage and Vertical IQ.

Want to be a hero to your small business and business banking clients?

Talk to them about their cash flow and cash cycle - the NUMBER ONE issue that businesses want bankers to be "expert" in, the NUMBER ONE issue on which businesses want bankers to be their advisors, the NUMBER ONE provider of non-interest income to banks.

And yet..... And yet.... During the last two years of the recession, Barlow Research Associates data indicates that less than 20% of small business and business banking customers participated in a conversation with their bankers about cash flow and the impact of the recession.

Certainment, mesdames et messieurs, if we want to be heroes to our clients AND to our employers, we must focus on payment cycles and cash flows.

In this brilliantly packed, deftly delivered one-hour webinar, Nick Miller, President of Clarity Advantage, and Bobby Martin, President of Vertical IQ, will show you:

  • The structure for the conversation business owners WANT to have with their bankers
  • How to prepare for the conversation using industry information and financial statement information
  • How to get into the conversation
  • How to engage in the conversation EVEN IF you feel you're not an expert at cash management
  • How to build your expertise in cash management quickly, if you feel you're not an expert
  • How to use industry information effectively

And, we will be introducing a brand new tool, VERTICAL IQ, that will support you brilliantly in these conversations.

small business banking leaders, small business bankers, branch managers, heads of retail and small business, heads of client experience, heads of small business strategy

Webinar

Free to attend - Limited Seating

Event Producer:
Clarity Advantage
Karen Tunks
Marketing / Communications Director
980-939-2112
Email | Website

nick miller clarity advantage trusted advisor small business bank training

Banking
Consulting Services
Education and Training

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