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Building Relationships - The Key to Success
The document outlines an upcoming webinar focused on building business relationships as a key to success. It includes details about the presenters, topics such as effective approaches and common mistakes, and invites attendees to engage through social media. The session will cover practical insights into relationship-building strategies.
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Building Relationships - The Key to Success
- 1. Welcome to Today’sWebinar The Expert Toolkit Series: Building Relationships – the Key to Success
- 2. Questions • Attendees arein listen-only mode • This webinar is being recorded for future on-demand playback • Your participation represents acknowledgement that we are recording • Tweet questions & comments to: #WelchExpert Windows Mac Tablet Ground Rules
- 3. Presenters Micheal Burch, CPA,CA, CFP Managing Partner mburch@welchllp.com www.welchllp.com @WelchLLP Alain Doucet, Asst Dean External Relations Uottawa Telfer School of Management doucet@telfer.uottawa.ca http://www.telfer.uottawa.ca/en @DoucetAlain Bruce Raganold Director of Business Development braganold@welchllp.com www.welchllp.com @BruceRaganold
- 4. • Importance ofbuilding business relationships • The best approach & how to apply it What we will cover today
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- 13. Q & A MichealBurch, CPA, CA, CFP Managing Partner mburch@welchllp.com www.welchllp.com @WelchLLP Alain Doucet, Asst Dean External Relations Uottawa Telfer School of Management doucet@telfer.uottawa.ca http://www.telfer.uottawa.ca/en @DoucetAlain Bruce Raganold Director of Business Development braganold@welchllp.com www.welchllp.com @BruceRaganold
Editor's Notes
- #3 Darryl
- #4 Darryl - introductions: Micheal Burch, CPA, CA, CFP, Managing Partner of Welch LLP since 2006, is responsible for the direction and operations of Welch LLP. Micheal provides specialty service support in all areas of strategy and he has extensive experience in taxation, financial and estate planning and cross-border consulting. Bruce Raganold is the Director of Business Development at Welch LLP. Bruce has over ten years of experience in maximizing the value companies get from their accounting, tax and business advisor relationships. His role is to represent and grow business for Welch LLP & WelchGroup Consulting in the Ottawa market and help our clients become more successful. Alain Doucet joined the Telfer School of Management in 2004 and is currently their Assistant Dean External Relations. Prior to joining the University of Ottawa, he held several notable marketing positions. He was VP Marketing & Communications for Orbit IQ and before that he was General Manager of Banfield Seguin, one of Ottawa’s leading marketing communications agencies.
- #6 (Micheal) Leading by Example: - Charlie Logue • Fun personality • Helpful • Gave back • Never negative
- #7 (Bruce) Expand your business network Create trust with the right people To find people who need your services (it’s like dating)
- #8 (Bruce) Starting points/Where to begin Be diligent but don’t force it Must have a bigger picture in mind Build up your confidence – i.e. Toastmasters Be empathetic Think win/win “Seek first to understand, then to be understood” Business etiquette – showing genuine interest in others
- #9 (Bruce) Professionals you: - like - get along with - connect with you will have more in common know them better becomes more natural/automatic easier more enjoyable you will think about them more often Professionals who - have influence - and use it if a professional has influence, it is likely because they are good if they are good they gain influence Ideal is successful/large practice/good clients Up and comers are good, may not be already tied to the hip with your competitor.
- #10 (Alain) Places to leverage these skills In the office – letting people on your team know what your skills are Community involvement – become a member of different boards and clubs; give back to the community Attend relevant external events (industry specific) Phone / email communication
- #11 (Bruce / Micheal) LinkedIn Twitter Expert File Blog postings Facebook
- #12 (Alain) Check your motives – don’t do it with expectations, do it to help Taking initiative to be visible Be responsible Passion Show others how you can be helpful / go the extra mile ‘you scratch my back, I’ll scratch yours’
- #13 (Alain, Micheal, Bruce) - Failure to show appreciation inconsistency impersonal manipulative / thinking too much about yourself & personal gain Not adding value Be sure to undersell and over deliver Not following up
- #14 Questions: 1. How and where do you draw the line between a business relationship and someone who also becomes a friend more on a social level? 2. Some relationships don’t last forever, they fade away or break own – how do you deal with that? 3. What is the most rewarding aspect of the relationship aspect of your work? 4)Besides business what are other advantages of establishing or building relationships? 5)I am in the Ottawa business community – is there anything specific I should consider about building relationships in this town?