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.
Deanna Zubrickas collaborates directly with Relays Partners, accountants, and bookkeepers, assisting them in providing superior business banking services to their clients. A certified Profit First Professional, Deanna serves as the go-to product expert for business banking solutions and banking integrations with accounting software. Prior to transitioning into financial technology, Deanna supervised retail operations and managed customer relations for various enterprise and mid-sized retail brands, including OAK + FORT, Free People, and Urban Outfitters.