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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

59:20

Episode 191: The Art of Letting the Right Work Find...

The Wize Way ·

2026/02/19

You're doing everyone else's job but your own. Client requests pile up, tasks that should belong to your team keep landing on your desk, and no matter how hard you work, the list never gets shorter. In this episode of The Wize Way Podcast, we break down a powerful delegation framework that helps firm owners finally get the right work to the right hands: ✅ Why 80% of what you do daily probably isn't your job as CEO ✅ The "task bucket" exercise that reveals where your firm's work really b...

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60:12

Episode 190: Why Your Team Is Out of Sync and How...

The Wize Way ·

2026/02/12

Is your team “busy” but still out of sync, because nobody has a simple daily rhythm to align priorities and surface issues early? Most firm owners try to fix productivity with bigger meetings, more tools, or more chasing. The result is the same: scattered communication, silent bottlenecks, and leaders carrying the mental load of the whole firm. A Daily Huddle solves that by creating a short, repeatable moment where the team reconnects every morning. In this episode of The Wize Way Podcast, th...

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23:13

Episode 189: Building a Strong Team Connection in 30...

The Wize Way ·

2026/02/05

Is your firm suffering unnecessary churn because you’ve lost real connection with your staff? Most firm owners try to grow their teams without ever building the connection rhythms that actually keep people engaged. The result? Surprise resignations, scattered communication, and leaders stretched thin trying to hold everything together. In this episode of The Wize Way Podcast, the Wize coaching team breaks down how just 30 minutes a week can transform retention, performance, and clarity across...

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37:00

Episode 188: How to Run Your Firm in 5 Metrics

The Wize Way ·

2026/01/29

Are you tracking dozens of numbers but still unsure how your firm is really performing? More data does not equal more clarity. What matters is knowing which five metrics actually drive decisions. In this episode of The Wize Way Podcast, Wize Mentor Thomas breaks down the Fab 5, the five high-level KPIs every firm owner should be watching if they want clarity, control, and sustainable growth: ✅ Why revenue and profitability only matter when viewed through the right lens ✅ How fees won an...

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55:40

Episode 187: Vanity Metrics vs Real KPIs: Which Are...

The Wize Way ·

2026/01/23

Are you keeping track of the metrics that actually drive profit and control… or getting sidelined by vanity metrics that make you feel busy? In this episode of The Wize Way Podcast, Thomas breaks down the Fab 5 KPIs and why they’ve been refined over the last 10–15 years into a simple scoreboard that gives firm owners a full-spectrum view of how the business is really performing. You’ll learn: ✅ Why output metrics matter more than input metrics (and how to spot the difference) ✅ Th...

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33:50

Episode 186: The KPI Meeting Rhythm that Scales Your...

The Wize Way ·

2026/01/15

Most firm owners don’t hit a growth ceiling because they lack talent in their team. They hit it because they haven’t built ownership in their team yet. The result? Managers who stay dependent. Performance conversations that feel emotional. And a firm that can’t scale because everything still rolls back up to the owner. In this Wize Coaching Call, Tim breaks down the simplest (and most powerful) lever to create alignment and accountability in your firm: a monthly strategic meeting bui...

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56:37

Episode 185: Authority Flows Where Accountability Lives

The Wize Way ·

2026/01/08

Most firm owners try to scale by tracking more numbers yet still feel stuck in the weeds. The result? KPI overload, inconsistent results, and a business that still depends too heavily on the owner. In this episode of The Wize Way Podcast, we unpack how SOPs are the missing link between KPIs and real performance. Not as paperwork, but as the operational muscle that turns targets into daily behaviour. Drawing from a live Wize coaching session, this conversation explores: ✅ Why KPIs fail when sy...

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28:28

Episode 184: The Real Legacy of Leadership with Jane...

The Wize Way ·

2026/01/02

Most firm owners think leadership is about driving harder, fixing problems faster, and holding everything together themselves. But real freedom doesn’t come from doing more, it comes from lifting others to lead. In this episode of The Wize Way Podcast, Jane Pollard shares an honest reflection on leadership, legacy, and what changes when a firm owner stops centering the business around themselves and starts building people instead. You’ll hear Jane unpack: Why leadership is about impact, not c...

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28:01

Episode 183: The Four Step Pricing Playbook for...

The Wize Way ·

2025/12/18

Most firm owners think pricing is a “numbers problem”… so they copy what the last accountant charged, slap on a fixed fee, and hope it works out. The result? Scope creep, shrinking margins, and a team that’s flat-out busy while the profit quietly disappears. In this episode of The Wize Way Podcast, Bren Ward sits down with Jamie Johns to break down the Wize approach to pricing, including: ✅ Why COGS % is the KPI that decides whether you live or die ✅ The real truth about value pricing v...

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36:21

Episode 182: If You Want Better SOPs, Listen to Your...

The Wize Way ·

2025/12/11

Most firm owners try to improve performance by pushing harder, hiring more, or firefighting their way through the week. But the real bottleneck isn’t effort - it’s the lack of structure. Without clear systems and consistent meetings, your team is left guessing, and you end up carrying the weight alone. In this episode of The Wize Way Podcast, we break down how effective meetings become the backbone of your SOPs and your leadership. You’ll learn: ✅ Why meetings are the fastest way to uncover m...

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56:09

Episode 181: The Scalable Firm Blueprint: Structure,...

The Wize Way ·

2025/12/04

Most firm owners try to “scale the business” by working harder or hiring faster - but never fix the structural ceiling that keeps them stuck. The result? Constant firefighting, team bottlenecks, unpredictable results, and a firm that can’t run without them. In this episode of The Wize Way Podcast, we break down the real blueprint behind building a scalable, self-running firm - the same principles used inside $7M practices. You’ll learn: ✅ Why growth stalls when there’s no deep-and-narro...

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29:47

Episode 180: The Most Dangerous Myth Accountants...

The Wize Way ·

2025/11/20

Most firm owners hear the noise about AI and panic. They’re told their jobs are disappearing and the industry is on borrowed time. But the reality is simpler: AI isn’t replacing accountants, it’s reshaping how firms think, make decisions, and deliver value. In this episode, Brenton Ward and Thomas Phabmixay break down what AI actually does in a firm, why it’s more “translation engine” than threat, and how it can scale judgement, not just automate tasks. Thomas shares how he uses AI ins...

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11:29

Episode 178: Your Time Costs More Than Any Client...

The Wize Way ·

2025/11/13

Most firm owners don’t realise they’re the most expensive employee in their own business. They jump into client work thinking they’re helping — but every time they do, the firm’s most valuable time is spent on the least leveraged task. In this episode, Ed Chan breaks down why firm owners should never be billable. He explains how doing client work turns your time into the most expensive cost in the business — and why your real value lies in coaching the team, not doing the work. You’ll...

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18:19

Episode 179: “It’s Faster If I Do It” Solves a Moment...

The Wize Way ·

2025/11/13

Firm owners don’t realise they’re building a business that depends on them because they never truly delegate. They hand off tasks thinking they’re freeing themselves but without training, clarity, and follow-up, the work boomerangs right back, and the cycle of overwhelm continues. In this episode, Ed Chan breaks down the difference between delegation and abdication. He explains why doing 100 percent of a task or giving it away with no guidance keeps owners stuck, stressed, and unable to scal...

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13:30

Episode 177: The Bad Habit Every Firm Owner Must...

The Wize Way ·

2025/10/30

Most firm owners don’t realize they’ve built habits that keep them trapped inside their own business. They’re working harder, staying later, and solving every problem themselves - but every time they step in, they take the job back. In this episode of The Wize Way Podcast, Ed Chan breaks down the #1 habit that’s holding firm owners back - bypassing their team. He explains why every time you answer a client directly or fix an issue for your staff, you’re actually stopping your business from w...

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17:53

Episode 176: The Hire That Changed Everything

The Wize Way ·

2025/10/23

Most firm owners try to “fix the business” by working harder, staying later, and holding everything together with sheer willpower. But if you’re the bottleneck… no amount of effort will set you free. In this episode of The Wize Way Podcast, we are joined by Megan Sexton, owner of MJO Bookkeeping, and she shares a raw and powerful journey from burnout to freedom through hiring and building a trusted offshore team. ✅ The wake-up call that made her rethink everything ✅ The messy middle of fail...

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57:37

Episode 175: Why Most Accountants Never Reach Their...

The Wize Way ·

2025/10/17

Most firm owners try to “fix the business” without ever fixing the real ceiling that’s holding them back. The result? Burnout, endless busyness, and a business that feels more like a cage than freedom. In this episode of The Wize Way Podcast, Gay Hendricks, best-selling author of The Big Leap, shares powerful insights on: ✅ The Upper Limit Problem that keeps even successful people stuck ✅ How stored emotions and limiting beliefs sabotage growth ✅ What life looks like inside your Genius Zone...

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61:15

Episode 174: Policies and SOPs That Power Firm Growth

The Wize Way ·

2025/10/02

Most firm owners think SOPs are about writing endless manuals. The result? Overwhelm, wasted effort, and documents no one reads. In this episode of The Wize Way Podcast, Thomas unpacks: ✅ Why SOPs should solve problems, not just document processes ✅ The large/medium/small framework that keeps your team out of “SOP hell” ✅ How policies like “No Triangles” and “No Bypass” protect culture and accountability ✅ The daily huddle rhythm that keeps communication sharp and projects o...

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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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