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How to Create a Rock Solid Bonding and Banking Relationship
Manage episode 406068545 series 3314227
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In an industry where having solid financial backing and trust is crucial, getting these relationships right is not just a bonus, it's a necessity. This week, let's discuss how to build relationships that will last and support your business over the years.
Topics we cover in this episode include:
- How to find the right partners for your business
- Build the relationship before you need the help of a bonding agent or banker
- Make your banker and bond agent feel valued
- Introduce your banker and bond agent to your team
- Be honest about your situation with your financial board of directors
LINKS
Visit the episode page at https://carpentercpas.com/relationship for more details and a transcript of the show.
Find all episodes and related links at ContractorSuccessForum.com.
Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs
FIND US ONLINE
Wade Carpenter, CPA, CGMA | CarpenterCPAs.com
Stephen Brown, Bonding Expert | SuretyAnswers.com
Chapters
1. How to Create a Rock Solid Bonding and Banking Relationship (00:00:00)
2. How to find the right partners for your business (00:02:18)
3. Build the relationship before you need the help of a bonding agent or banker (00:04:42)
4. Make your banker and bond agent feel valued (00:09:47)
5. Introduce your banker and bond agent to your team (00:12:25)
6. Be honest about your situation with your financial board of directors (00:15:15)
167 episodes
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