Jump to Content
ABA: The American Bankers Association
Jump to Secondary Nav Jump to Secondary Nav

Becoming a Trusted Advisor With Industry Intel

Podcast

Becoming a Trusted Advisor With Industry Intel

Brought to you by: Vertical IQ Incorporated

Episode Summary

Trust can be gained, but advisory status must be earned. For sales professionals, fostering a strong relationship with a small business owner goes far beyond knowing basic information, or even details like their birthday or favorite sports team; it begins with a fundamental understanding of their psyche. 

By gaining insights into a small business owner’s professional priorities and lived experiences — such as their company’s pivotal “trigger events” and insomnia-inducing industry pain points — you can begin to identify ways you and your organization can establish and nurture an advisory-caliber relationship that will truly help a business owner succeed.

In this episode:

  • Bobby Martin, CEO and Co-Founder, Vertical IQ
  • Gauri Sharma VP, Professional Certifications, VP, Professional Certifications, ABA