By the Books1 Jun 2023

Are You a Transactional Networker?

Do you network with the sole purpose of getting leads?

When it comes to networking, yes, there's definitely a purpose behind it of building your business. However, there are those who network with the thought of actually building relationships that then move into leads. Then there are those who strictly network for the sole purpose of getting a transaction.

Jeffrey and Lindsay discuss the difference between transactional networkers and those who actually work to build a relationship, and why the later is so much more important. They also share some stories of transactional networkers they've come across, and why they don't send leads their way.

To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650

To connect with Lindsay, visit: Sakline.com

Disclaimer: The information provided on this website and podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available are for general informational purposes only. Information provided by Sakline may not constitute the most up-to-date legal or other information. Listeners and viewers should contact their attorney to obtain advice with respect to any particular legal matter and should refrain from acting on the basis of this information without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(93)

Effective Communication

CPA's are usually known for their ability with numbers, not their communication skills. So how can you set yourself apart from the crowd and master some basic skills in communication that will help yo...

4 Jan 202455min

An Inside Look Into Building A Winning Partnership Strategy

See a need. Fill a need. It's the ultimate rule to building a business, and it's also a great rule for continuing to expand an already successful business. In this episode of By the Books, Jeffrey and...

7 Des 202346min

Navigating the Complexities of Tax Prep and Practice Management

Not all CPAs are created equal, and it's essential to know when you're choosing the right one for your company.So, how do you know what's right for you?On this episode of By the Books, Linday welcomes...

2 Nov 20231h

Decoding Entity Types and Taxation: A Guide for Small Business Owners

C-Corp, S-Corp, LLC, what should your business be classified as, and what are the potential liability issues by not being within the right classification?In this episode of By the Books, Jeffrey and L...

5 Okt 202341min

What You Need To Know About Changes in Credit Card Processing Fees (Before You Get Fined)

Credit card processing fees can add up quickly for businesses, and often, the solution is passing those fees on to the customers. However, credit card companies like VISA are putting a foot down on wh...

7 Sep 202344min

QuickBooks Desktop vs. Online: Understanding the Key Differences and Migration Considerations

Is it time to finally migrate from QuickBooks Desktop to an online version?Many business owners know they need to make the switch but are avoiding the inevitable because it feels like an overwhelming ...

3 Aug 202340min

How To Set Up Your Business For Success

As you evolve in your business, it’s common to find that your clientele will evolve right with you.In this episode of By The Books, Lindsay and Jeffrey discuss why setting minimums and parameters arou...

6 Jul 202347min