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:
Yoseph West: Profit First Professionals and Relay Partnership
Adrienne Bellehumeur: How to Improve Your Documentation Process
BONUS EPISODE: Value Starts with Hello!
Jeffrey Shaw: Self-Employed Life
Jamie Beresford: Cyber Security for Accounting
Simon Severino: Scaling
T. Jayden Doye: How To Grow Your Accounting Practice
Micky Deming: Accounting Firm Marketing Through SEO, Content, and Messaging
Gena Cox: How Leadership Attracts and Retains Talent
Linda Ugelow: Speaking With Confidence
Mike Agugliaro: How To Think Differently To Grow
Barry Moltz: ChangeMasters
Lee Frederiksen: Changing CPA Buyers Behaviors
Reis Paluso: How We Can Use Breathing As A Tool To Live An Extraordinary Life
Geraldine Carter: Capturing Invisible Demand
Tara Cannon: Merchant Services and Credit Card Processing
Shaily Hakimian: Being Unforgettable To Your Network
Clint White: How To Rebuild Your Brand
Jason Snider: Remote Team Building & Leadership
Li Hayes: Using Speaking to Grow Your Business
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