Financial Visibility - the key to empowering your clients and differentiating your firm We had some great guest speakers join us on our latest episode to discuss a better way of banking with Relay. Let’s meet them! Financial Visibility has been more important these...
For those of us who are not familiar with the acronym, CRM means Customer Relationship Management 2020 was a big wake-up call on how we relate and communicate with our clients in this virtual world. Onboarding new clients can be demanding without a suitable method for...
We were excited to have our Champaign Sponsor, ADP, and also special guest Chris Farrell who is the CEO of Liscio. It was a great episode over PEOs and how they can be beneficial to your firm. You can watch the live video here! Many businesses were affected by 2020...
When you think about how to streamline your finances, a CRM and accounting software integration probably doesn’t come to mind. Although it should. If you want to simplify your business’ financial management, keep reading to learn how connecting your CRM and...
We were grateful to have Rowan Eister with Fathom join us for our first Episode of the New Year along with special guest speaker, Geni Whitehouse. Geni Whitehouse is an amazing Mentor! She is a Best-selling Author and International Keynote Speaker and we were honored...
Tis’ the season for some gingerbread house joy! We invite you to join the fun in our Annual Gingerbread House Competition! Whether you choose to make it from scratch or buy a kit is up to you just as long as you have a jolly time doing so! Our sponsors this year are...