Show Summary
In today's episode of the Grow My Accounting Practice Podcast, we have a special guest, Deanna Zubrickas, from Relay, a dynamic platform dedicated to fostering effective relationships between small business owners and their advisors. Initially launched as a banking platform exclusively for accountants and bookkeepers, Relay has evolved significantly over time. Our guest, Deanna, will walk us through this transformation, shedding light on how Relay has expanded beyond its initial scope and become something much more impactful.
One significant development in 2021 was the launch of Relay's Partner Program, aimed at providing robust support to firms, offering powerful tools, and delivering lasting incentives for those partnering with Relay. Today, Deanna will share exciting news about the relaunch of the Partner Program, highlighting the strengthened benefits and the reinvestment back into the financial advisor community. Additionally, Relay is unveiling a new directory of financial advisors on their platform, providing small and medium-sized businesses the ability to search for specific advisors based on industry, niche, or location.
Join us as we delve into the evolution of Relay, the enhanced Partner Program, and the creation of a directory that will empower businesses to find the right financial advisor for their unique needs. Don't miss this insightful episode with Deanna Zubrickas, where we explore how Relay continues to innovate and support the growth of accounting practices.
Website:
www.profitfirstprofessionals.com/relay/
Instagram:
https://www.instagram.com/bankwithrelay/
Twitter:
https://twitter.com/bankwithrelay
LinkedIn:
https://linkedin.com/company/bankwithrelay
Facebook:
https://www.facebook.com/bankwithrelay
Corporate Partner:
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Judie McCarthy: Process Documentation and Workflow Development For Your Practice
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Lou Clarke: The Energetics of Money
Cheri D. Andrews, Esq: Legal Aspects of Running a Business Properly
David Cristello: Recurring Client Management (RCM) System for Accounting Firm Owners
Donna Leyens: Business Growth Coaching
Chris Burns: Why Choosing the Right Cybersecurity Partner Is Your Biggest Business Decision for 2024
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Fady Hawatmeh: Use of AI in Accounting and Finance
Rhamy Alejeal: People Processes - Partnership with Profit First Professionals
RJon Robins: Profit First For Lawyers
Mike Milan: Cash Flow On The Go!
Crista Grasso: Simplifying How You Scale Your Business
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