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PODCAST

The Wize Way

Wize Mentoring for Accountants and Bookkeepers

Feeling stuck in your firm or on the edge of rapid growth but don"t know how to build the business so that it’s not reliant on you?Join Bren Ward as he shares the insights, stories, strategies and tools that have helped transform the businesses and lives of our Wize Guys and hundreds of Accounting, CPA and bookkeeping firm owners around the world.In each episode, Bren dives into the leadership, marketing, sales, systems and mindset tactics that"ll get you to your goals without burning out.His

business management

All Episodes

19:22

Episode 134: How to Onboard and Train New Staff

The Wize Way ·

2024/11/29

In this episode of The Wize Way Podcast for Accountants & Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits and why having a proper onboarding procedure equates to investing in the balance sheet of your firm. Learn more on this episode to get you equipped in onboarding new recruits for your firm! ________________ PS: Whenever you’re ready… here are the fastest 3 ways we can help you fix and grow your accounting firm: 1....

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15:24

Episode 133: What are the essential skills of a...

The Wize Way ·

2024/11/21

In this week's episode of The Wize Guys Podcast, join Ed Chan, Jamie Johns, Thomas Sphabmixay, and Tim Causbrook as they explore the crucial skills necessary for being a successful client manager. From mastering interpersonal communication to effectively managing expectations and delegating tasks, our experts discuss the importance of emotional intelligence (EQ) and leadership in handling both client portfolios and team dynamics. Tune in to gain valuable strategies that will empower...

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37:27

Episode 132: Building a team in another country - How...

The Wize Way ·

2024/11/14

In this episode of The Wize Guys Podcast, hosts Kristy Fairbairn and Thomas S. Phabmixay discuss the strategic advantages of building an offshore team, addressing key areas such as:How to get started with offshoring Building an offshore team- step to growing your business Reasons why offshoring is a win-win for all This episode is a must-listen for business owners looking to expand intelligently and sustainably through offshoring!________________ PS: Whenever you’re re...

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22:30

Episode 131: Mindset Shift: How to Cultivate a Growth...

The Wize Way ·

2024/11/08

In this week's episode of "The Wize Way," Brenton Ward and expert Jamie Johns delve into the mental shifts essential for modern entrepreneurial success. Jamie shares his experiences from a recent mastermind session, revealing how traditional business challenges are often rooted in outdated thinking patterns. By focusing on the internal journey—what Jamie refers to as "traveling within"—he underscores the need for personal evolution alongside business development.This episode offers actio...

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36:12

Episode 130: Wize Factor Chat: Jake Douglas - Church...

The Wize Way ·

2024/10/31

Delegate like a demon!In this episode of The Wize Guys Podcast, we chat with Jake Douglas, founder of Church Finance Pros, as he takes us through his journey from an accidental start in bookkeeping to building a thriving, niche-focused business serving churches. Jake opens up about the challenges he faced scaling his original firm, the burnout that came with it, and the pivotal decision to specialize in church clients.He shares how joining Wize Mentoring was a game-changer, helping him build ...

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9:48

Episode 129: Why You Should Start Scheduling your...

The Wize Way ·

2024/10/24

In this week's episode of The Wize Guys Podcast, hosts Brenton Ward, Jamie Johns, and Ed Chan dive into the importance of proactive workflow scheduling for accounting firms. They explore why it’s essential to start planning your workflow for the coming months, focusing on how this strategy can prevent last-minute chaos, reduce staff stress, and improve client satisfaction. By understanding your team’s capacity and aligning it with client expectations, you can avoid the overwhelming rush ...

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26:25

Episode 128: The 3 Barriers to Growth- Leadership,...

The Wize Way ·

2024/10/17

In this today's episode of The Wize Guys Podcast, Tim Causbrook, Thomas Sphabmixay, and Kristy Fairbairn discuss the 3 barriers to growth and share their experiences and challenges in overcoming these. Leadership- The Wize Blueprint Logistics and Systems – The right people on the right seats of the bus Marketing- Pricing and Packaging your services ________________ PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/...

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10:24

Episode 127: How to Build a Sustainable Business with...

The Wize Way ·

2024/10/10

In today's episode of The Wize Guys Podcast, Thomas Spabmixay and Jamie Johns dive into the nitty-gritty of building a successful accounting or bookkeeping business with Wize Mentoring. Jamie Johns takes us through the seven divisions that form the foundation of a thriving firm. As the business grows, the challenge lies in transitioning from wearing all the hats to delegating effectively and becoming a leader. Jamie shares valuable insights on leadership, investing in people, and the im...

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16:08

Episode 126: Mastering Change Management: How Trust...

The Wize Way ·

2024/10/03

In this episode, Brenton Ward and Jamie Johns tackle the crucial topic of change management for firm owners. Jamie highlights the power of trust in driving fast and effective change.They discuss a real-world scenario where a firm faced resistance when introducing team budgets for the first time. Jamie explains how fear and lack of trust often underlie resistance to change and offers practical tips: listen more, create a no-blame culture, and hold regular one-on-one meetings to build trust.___...

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16:00

Episode 125: Wize Factor Chat: Brett Angus & Jaycen...

The Wize Way ·

2024/09/26

In this episode of The Wize Factor Chat, Jaycen Wilson and Brett Angus, co-founders of Element Accounting & Advisors discuss their journey of transforming their accounting firm with the help of Wize Mentoring.Jaycen and Brett share how they started their firm in 2014, initially working within a flat structure that left them overwhelmed and stuck in day-to-day operations. They recount the early challenges of modernising their firm—bringing everything into the 21st century—and how Wize Ment...

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28:22

Episode 124: What High-Performing Leaders Do Everyday...

The Wize Way ·

2024/09/19

In this episode of The Wize Guys Podcast, Kristy Fairbairn and Thomas Sphabmixay explore the daily habits of high-performing leaders in accounting and bookkeeping firms. They discuss the importance of dedicating one hour each day to personal development, focusing on areas like leadership, marketing, and technology. Thomas emphasises the value of staying sharp and continuously learning to lead effectively. Kristy highlights the significance of maintaining clarity and alignment with long-t...

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13:46

Episode 123: The Power of Capacity Planning for...

The Wize Way ·

2024/09/12

The WizeHub now houses the best staff capacity planner in the world for Accountants & Bookkeepers. Want a free capacity planning session for your firm?Book a demo here: https://www.wizementoring.com/wizehub-offer/________________________“Businesses don’t plan to fail, they fail to plan.” - Ed Chan In today's episode of The Wize Guys Podcast, Ed Chan and Thomas Sphabmixay deep dive into capacity planning. for accounting and bookkeeping firms. A capacity planner plays a critical ...

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29:48

Episode 122: The Labor Shortage Tsunami - Are You...

The Wize Way ·

2024/09/05

In this special episode of The Wize Guys Podcast, Brenton Ward and Jamie Johns tackle one of the most pressing debates facing accounting and bookkeeping firms today: the future of work. As demographic shifts, remote work, and offshoring reshape the landscape, traditional hiring methods are falling short. Jamie highlights the growing labor shortage and why firms must adapt or risk being left behind.They discuss how offering flexible work arrangements and embracing technology can give firms a c...

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11:25

Episode 121: Wize Factor Chat: Johanna Eddy -...

The Wize Way ·

2024/08/29

What if you could transform your accounting practice to achieve work-life balance and business efficiency? In this episode of The Wize Guys Podcast features WizeFactor Chat, we dive into the journey of Johanna Eddy, the founder of Margin Keepers. Starting her firm in 2017 to balance her career and family life, Johanna shares her experience transitioning from an auditor at a big firm to running her own successful business.Join Wize Claudia as she sits down with Johanna to discuss the evolution...

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16:10

Episode 120: Offshore Teams: Your Path to Business...

The Wize Way ·

2024/08/22

Are you trying to hire for your firm?We transform accounting & bookkeeping firms by building exceptional leaders, teams, and systems that get results. Find out how we can help you find your next local or offshore team member: https://www.wizementoring.com/wizetalent-thankyou/________________In this week's episode of The Wize Guys Podcast, Brenton Ward sits down with Ed Chan and Jamie Johns to explore the transformative impact of offshoring on accounting and bookkeeping practices. Ed ...

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29:43

Episode 119: Hiring Tips to create a team that can...

The Wize Way ·

2024/08/15

In this episode of The Wize Guys Podcast, Thomas Sphabmixay and Jamie Johns delve into essential hiring strategies to build a team that propels your accounting or bookkeeping practice into sustained growth. Thomas emphasises the importance of hiring not just to maintain the status quo, but to foster real business expansion. Jamie outlines two critical questions every firm owner must answer: knowing when to hire and determining who to hire. He introduces the capacity planner as a fundamen...

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12:32

Episode 118: How to build client portfolios for your...

The Wize Way ·

2024/08/08

As the client base of practice grows and you begin to expand/add teams to the practice, it's important to develop client portfolios for each client manager. In today’s episode of The Wize Guys Podcast, Ed Chan and Tim Causbrook discuss the context of building client portfolios, their importance, and some of the challenges that practice owners face when developing them. Find out more about the Wize Traffic flow quadrants and how to build an ideal team structure for a more profitable...

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58:04

Episode 117: Bottom-up VS Top-down Management

The Wize Way ·

2024/08/01

In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns will deep dive into the difference between bottom-up and top-down management.The discussion moves to practical steps for implementing bottom-up management, such as creating a balanced team structure with an appropriate ratio of minders to grinders. Jamie shares his personal experience of transitioning to this management style, highlighting its positive impact on workload and efficiency. Both Ed and Jami...

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21:16

Episode 116: Wize Factor Chat: Byron McBroom -...

The Wize Way ·

2024/07/25

This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Byron McBroom, the CPA and Founder of Measured Results.Byron shares his journey from starting his first firm in 1985 to founding Measured Results in 2002. He discusses the strategic growth of his business, driven by effective marketing, partnerships, and the invaluable guidance of Wize Mentoring.Byron reveals how the Wize Mentoring system transformed his firm, enabling him to reduce his work ...

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6:33

Episode 115: Time Management for Accounting Practice...

The Wize Way ·

2024/07/18

In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns delve into the common challenges faced by accountants and bookkeeping practice owners in managing their time effectively. Ed shares his personal journey, explaining how his early career experiences in the production division shaped his time management mentality. He discusses the pivotal moment when he discovered Dr. Stephen Covey's principles, which helped him transform his approach to running a bu...

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