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136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas

136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas

FromThe Ambitious Bookkeeper Podcast


136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas

FromThe Ambitious Bookkeeper Podcast

ratings:
Length:
28 minutes
Released:
Feb 7, 2024
Format:
Podcast episode

Description

In this episode you’ll hear:The new Relay Partner ProgramHow to position and convert clients to RelayAll the things I love about RelayProfit First Friendly BankResources mentioned in this episode:Become a Relay PartnerDeanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna a certified Profit First Professional and is the go-to product expert for business banking solutions and banking integrations with accounting software. Before making the move into financial technology, Deanna supervised retail operations and managed customer relations at a number of enterprise and mid-sized retail brands, including OAK + FORT, Free People, and Urban Outfitters.Connect with Deanna:Email: deanna@relayfi.comSocial:X: https://twitter.com/bankwithrelay Insta: https://instagram.com/bankwithrelay Linkedin: https://linkedin.com/company/bankwithrelayDislcaimer: Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)
Released:
Feb 7, 2024
Format:
Podcast episode

Titles in the series (100)

The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www.ambitiousbookkeeper.com/bba Facebook: https://www.facebook.com/serenashoupcpa LinkedIn: https://linkedin.com/in/serenashoup Instagram: https://instagram.com/ambitiousbookkeeper