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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

31:00

Episode 173 - Onboarding Secrets for Retention

The Wize Way ·

2025/09/25

Onboarding That Boosts Retention Most firm owners treat onboarding as a checklist. The result? Confused hires, wasted training, and early staff turnover. In this episode of The Wize Way Podcast, Dani Bray unpacks: ✅ Why onboarding starts before day one (and how pre-boarding builds trust) ✅ The 30/60/90-day structure that sets hires up for success ✅ How daily huddles and end-of-week check-ins accelerate confidence ✅ The role of culture, career paths, and training in long-term...

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11:11

Episode 172: Why Most Accountants Struggle With...

The Wize Way ·

2025/09/18

Marketing That Actually Works for Accountants Most firm owners treat marketing like an expense, not an investment. The result? Stop-start campaigns, wasted dollars, and no real flow of quality leads. In this episode of The Wize Way Podcast, Jamie Johns breaks down how to: ✅ Keep your marketing consistent so momentum builds ✅ Use niche positioning to attract clients who value expertise ✅ Define what a “quality lead” really is ✅ Measure ROI with simple metrics that guide smart...

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59:05

Episode 171: Turn Your Board Meetings Into a Growth...

The Wize Way ·

2025/09/11

Stop Talking Tactics. Start Leading Strategy. Most firm owners turn board meetings into long tactical checklists. The result? Burnout, disengaged leaders, and no real progress toward growth. In this episode of The Wize Way Podcast, Thomas breaks down how to: ✅ Keep board meetings purely strategic (not firefighting) ✅ Use a 90-day plan to drive clarity and action ✅ Track the Fab 5 KPIs that give you peace of mind If you’re ready to stop micromanaging and start leading with vision, ...

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36:48

Episode 170: How to Keep Top Talent Engaged

The Wize Way ·

2025/09/03

Struggling to keep your best people? In this episode of The Wize Way Podcast, Dani and Kristy reveal how to: ✅ Build career pathways that retain A-players ✅ Spot the red flags driving staff away ✅ Create a culture where top talent thrives If you want to protect your investment in people and keep them engaged long term, don’t miss this one. ________________ PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Download our famous Wi...

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36:37

Episode 169: M&A 101: Must-Knows Before Buying a Firm

The Wize Way ·

2025/08/21

Thinking about acquiring another firm? In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition and the red flags that should make you walk away. Joined by Tim and Kristy & Dani, Jamie shares: ✅ The four ways to grow your firm (and why M&A is the fastest one) ✅ The biggest mistakes first-time acquirers make ✅ Why cultural fit matters more than price ✅ How to structure a retention deal that protects your downsid...

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23:24

Clients Only Want to Deal with You? That’s a Problem

The Wize Way ·

2025/08/15

Is your firm stuck because every client wants to talk to you? That’s not loyalty, that's a business bottleneck. In this episode of The Wize Way Podcast, Ed Chan unpacks: ✅ Why owners become the bottleneck in client relationships ✅ The hidden cost of flat teams (where one person does everything) ✅ How to build a Client Minding Team that frees you to scale ✅ Transitioning client trust without damaging relationships If you’re tired of being “the only one clients will deal with,” thi...

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11:00

Episode 167: Monetise Before You Market: The Growth...

The Wize Way ·

2025/08/07

Most firms think growth means chasing new clients. But your next big revenue leap is already sitting in your existing client base. In this episode of The Wize Way Podcast, Ed Chan unpacks how to: ✅ Monetise existing clients without feeling “salesy” ✅ Use a Monetisation Sheet to uncover hidden revenue ✅ Build a referral system that brings in A-class clients ✅ Avoid scaling chaos by fixing your foundation first If you’re spending on ads while ignoring your current clients, this episode will ...

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21:47

Episode 166: Are You Getting the Right Numbers in...

The Wize Way ·

2025/07/24

The problem with most firm owners is that they work harder than their business. If your profit margins aren’t hitting 25%, there’s a reason — and it starts with your team structure and capacity planning. In this episode of The Wize Way Podcast, Brenton Ward, Ed Chan, and Jamie Johns reveal: ✅ How to separate your effort from the business’s performance ✅ The ideal team productivity % by role (Finders, Minders, Grinders) ✅ How to build in spare capacity so you can scale without burning out ✅ ...

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8:27

Episode 165: Top 4 Marketing Strategies for...

The Wize Way ·

2025/07/10

Most firm owners think growth means more ads, more hires, or more hustle. But what if you could grow without any of that? In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Ed Chan breaks down the 4 smartest (and often overlooked) levers you can pull to grow your firm, starting with what you already have. From turning happy clients into referral machines, to selling more services to your current base, to marketing that actually works, and the real ROI behind acquisitions...

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30:14

Episode 164: Should You Sell to Private Equity? What...

The Wize Way ·

2025/07/03

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward and Jamie Johns unpack the rising trend of private equity firms targeting accounting practices. Discover the five key factors every firm owner should consider before selling. Also, explore the mindset shifts required to lead through growth and why the ability to pause before reacting is a game-changer. So, if you're thinking about selling or want to know what makes your firm attractive to buyers,...

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9:09

Episode 163: How to Build a Solid Referral Program...

The Wize Way ·

2025/06/26

In this episode of The Wize Way Podcast, Brenton Ward is joined by Jamie Johns and Ed Chan to unpack how structured scheduling transforms firm performance. From booking client work in advance to using calendars as strategic tools, the trio explores practical systems used in both tax and bookkeeping divisions. You’ll learn why the most successful firm owners plan weeks ahead, how workflows link to sales pipelines and capacity, and how tools like WizeGPS help create growth plans that actu...

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61:04

Episode 162: The Habits of a High-Performing Senior...

The Wize Way ·

2025/06/19

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward sits down with Jamie Johns to unpack one of the most pivotal roles in any accounting or bookkeeping firm: the Senior Client Manager (SCM). Jamie reveals why the SCM is often the hardest role to hire—and the most powerful when done right. They explore how the right SCM can free up the owner’s time, create team leverage, and drive firm growth. From defining the difference between an entrepreneur and an intrapr...

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8:53

Episode 161: Maximising Productivity: The Delegation...

The Wize Way ·

2025/06/12

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Kristy Fairbairn sits down with Jamie Johns to unpack the real secret behind his 7-hour workweek: delegation done right. Jamie shares how true delegation goes beyond assigning tasks — it's about micro-training, documenting, and playing your team to their strengths. He explains why systems, checklists, and policies aren’t just operational tools but foundational elements for empowering your team and delivering consis...

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43:37

Episode 160: 3 Golden Tips for Becoming a Better...

The Wize Way ·

2025/06/05

"You don’t create success. You attract success by the person you become." – Jamie Johns In this episode of The Wize Way Podcast, Brenton Ward sits down with Jamie Johns—CEO of Sky Accountants and Co-Founder of Wize Mentoring—to unpack the three golden traits every successful client manager must have. Jamie shares: ✅ Why these soft skills matter more than technical expertise ✅ How to train and double-back meetings with aspiring client managers ✅ Why great leadership starts wi...

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9:17

Episode 159: Implementing the 4 Quads in Your Firm

The Wize Way ·

2025/05/29

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Kristy Fairbairn and Tim Causbrook dive into the power of the Quad Activities framework — a simple yet transformative tool that helps firm owners break free from the trap of busy work. Learn how spending time in Quadrant 2 (important but not urgent) is the key to scaling your business, empowering your team, and reducing owner dependency. Learn how top-performing firms shift their focus to strategy, training, and sy...

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64:48

Episode 158: How to Convert Leads Every Time: Your...

The Wize Way ·

2025/05/22

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook with Jamie Johns and Ed Chan dive into the critical importance of having a Lead Allocation System in place. They discuss their strategy for consistently converting leads and the significance of building meaningful relationships with potential clients from all industries. With competition increasing, it's more vital than ever for bookkeeping and accounting practice owners to engage with prospects ea...

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47:29

Episode 157: Retention Secrets Every Accounting Firm...

The Wize Way ·

2025/05/15

Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the system we built to help growing accounting and bookkeeping firms find qualified candidates! https://thewizeway.com/wizetalent-cta-thank-you Why do great staff leave — and how do you get them to stay? In this episode, Wize Talent Coach Dani sits down with Tim Causbrook to uncover the real reasons employees quit (spoiler: it’s rarely about money) and what firm owners can do to ...

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12:36

Episode 156: How to Set Up Your Accounting Firm's...

The Wize Way ·

2025/05/08

TIME and FOCUS ~ are two important factors for work productivity. Now, how to achieve both without losing the other? In today's episode of The Wize Way for Accountants & Bookkeepers, Brenton Ward and Jamie Johns break down why daily huddles are the secret weapon of high-performing accounting and bookkeeping firms. Jamie shares how a simple 15-minute meeting can unblock bottlenecks, keep teams aligned, and improve client satisfaction — without wasting time. He also explains wh...

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10:53

Episode 155: The Wize 7-Division: Your Blueprint to...

The Wize Way ·

2025/05/01

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns and Thomas Sphabmixay deep dive into the nitty-gritty of building a successful accounting or bookkeeping firm with Wize 7-Division model — the core structure behind every thriving, scalable business. As your firm grows, the real challenge isn't doing more — it's evolving from wearing every hat to delegating, leading, and building a team that can thrive without you. Jamie shares hard-won insights on le...

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19:47

Episode 154: Wize Factor Chat: Daniel Vasin - Vasin...

The Wize Way ·

2025/04/24

In this week’s episode of The WizeFactor Chat, we sit down with Daniel Vasin, Director of Vasin Holdings Pty Ltd—an accounting firm based in Australia. Daniel shares his journey from joining the family business in 2007 to taking full ownership in 2015—and the tough years that followed. Growth had stalled. Key clients were leaving. And the fire that once drove him? Gone. That all changed when he discovered Wize Mentoring. Daniel unpacks how the Wize blueprint gave him the clarity, structure, a...

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79 results

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