How to Create a Rock Solid Bonding and Banking Relationship

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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.

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Wade Carpenter, CPA, CGMA | CarpenterCPAs.com
Stephen Brown, Bonding Expert | SuretyAnswers.com

Chương

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)