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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

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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52:53

Episode 114: Critical Policies For Instilling Better...

The Wize Way ·

2024/07/11

Do you want to become a good leader for your team?In this week's episode of The Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns will discuss the critical policies that will help you set up your business for growth. Remember that if you don't show leadership, then everything falls apart. You want your business to run from the bottom up instead of the top down, and to make that happen, every team member should be the leader and show leadership in their respective areas. But ho...

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6:34

Episode 113: The Importance of Staff Review Meetings

The Wize Way ·

2024/07/04

Feeling overwhelmed by the constant grind and lacking time for meaningful team interactions? Imagine if making time for regular staff reviews could transform your practice from hectic chaos into a well-oiled machine. On this episode of The Wize Guys Podcast, we unpack the insights from Dr. Stephen Covey's game-changing principles to highlight how prioritising what's important over what's merely urgent can revolutionize your accounting or bookkeeping firm. Discover some actionable st...

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26:20

Episode 112: Wize Factor Chat: Kristy Fairbairn - The...

The Wize Way ·

2024/06/27

What if you could manage a thriving firm without being tied to it 24/7? This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Kristy Fairbairn one of the Wize Mentors and the CEO/ Founder of The Business Oasis.In 2017, Kristy bought an accounting firm and initially faced the daunting task of managing it alone. Her search for specialized support led her to Wize Mentoring, where she found the guidance and accountability she needed to balance her f...

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12:14

Episode 111: How to build client portfolios for your...

The Wize Way ·

2024/06/20

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 this 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. Ed reveals the critical strategies for building an effective client portfolio team. You'll learn the importance of strategi...

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27:28

Episode 110: Keeping your team healthy - More Givers...

The Wize Way ·

2024/06/13

When hiring new staff for your Practice, do you hire based on Education? Work experience? Set of skills? Or whether a candidate will bring a good balance to your resource mix? In this week's episode of The Wize Guys Podcast, Thomas Sphabmixay together with Jamie Johns and Kristy Fairbairn discusses how using the capacity planner helps firm owners with finding the right team mix. Unlock the secrets to effective hiring in accounting with Jamie from Sky Accountants. Discover how ...

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12:53

Episode 109: The Accountant's & Bookkeeper's Guide to...

The Wize Way ·

2024/06/06

In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan dive deep into the transformative journey of turning an accounting practice into a self-sustaining business.Jamie shares his personal experience of working with Ed and the mindset shift that revolutionized his approach to business. They discuss the common misconception that an accounting firm must be built to sell, and how Ed's philosophy challenges this by emphasizing the potential for greater returns through st...

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16:30

Episode 108: Wize Factor Chat: Michael Hanrahan -...

The Wize Way ·

2024/05/30

This week's episode of The Wize Guys Podcast presents another special edition of WizeFactor Chat with Michael Hanrahan, the Founder of Hanrahan & Associates.Hanrahan & Associates has been operating for 30 years in the accounting industry, sowitness the metamorphosis of a traditional partnership into a single-handed powerhouse, driven by the game-changing Wize Mentoring program. We unravel Michael's 'deep and narrow' strategy and how it blasted past the challenges of scaling and inject...

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60:58

Episode 107: UPFRONT PRICING: Crafting Winning...

The Wize Way ·

2024/05/23

Get a FREE templates and resources when you join our private 4000+ community, The Wize Accountant’s Mastermind. Learn from the Wize mentors and practice owners from 30+ countries: https://www.facebook.com/groups/wizemastermind________________In this week's episode of the Wize Guys Podcast, Brenton Ward with Ed Chan and Jamie Johns deep dive into the topic of upfront pricing and how you communicate your pricing to your client. In the spirit of addressing the problem and not the symp...

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6:19

Episode 106: Time Management for Accounting &...

The Wize Way ·

2024/05/16

Never too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM_________________________Ever felt chained to your desk, drowning in paperwork wh...

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20:40

Episode 105: The path to a 7-hour work week - How to...

The Wize Way ·

2024/05/09

Never too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM_________________________Have you ever dreamt of a business that thrives without ...

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6:07

Episode 104: The Importance of Staff Review Meetings

The Wize Way ·

2024/05/02

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25:02

Episode 103: Wize Factor Chat: Thomas Sphabmixay -...

The Wize Way ·

2024/04/25

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39:31

Episode 102: The Single Best Way to Find and Recruit...

The Wize Way ·

2024/04/18

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9:29

Episode 101: How to educate clients with your firm's...

The Wize Way ·

2024/04/11

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