The Wize Way

Episode 52: Wize Factor Chat: Jennifer Hickey - TaxStore “Time is so precious… Our time is something that nobody can change. Everybody gets the same amount of time, but it's what we choose to do with that every day.” In this episode of The Wize Guys Podcast pilots its WizeFactorChat with one of the WizeTribe members, Jennifer Hickey is a successful accountant and the owner of an accounting an...

Episode 51: Are you working IN your business? or ON your business? - overcoming the barriers to growth and implementing the Wize 7-Division Org Chart The only difference between some people’s journey is that some people are able to transition from changing the way they think. In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns, together with one of the Wize Mentors, Thomas Sphabmixay...

Episode 50: Introducing the NEW WizeHub WizeHub is a proprietary business intelligence application that allows you to track the heartbeat and results of your firm in real-time. (It’s not just about technology but also aligning people to use it correctly for results!) In this episode of The Wize Guys Podcast, Jamie Johns and one of the Wize Mentors, Tim Causbrook discuss WizeHub, a cloud-based tool...

Episode 49: Drowning in emails? How to manage traffic flow so you can be productive with your time and be profitable at the same time If you can manage a client's expectations, you'll never really lose a client. In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns, together with our Wize Mentor, Tim Causbrook explore the challenges of dealing with overwhelming traffic and sh...

Episode 48: The concept of implementing a no-blame culture     So, focus on the problem, focus on fixing the problem. Focus on finding solutions to the problem, irrespective of how the problem was created, or who created the problem.   In this episode of The Wize Guys Podcast, Brenton Ward and Ed Chan discussed what the “No Blame” culture is all about and how implementing it in your organization c...

Episode 47: Sales Tips for Senior Client Managers    In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johsn with Wize Mentor, Thomas Sphabmixay discussed how Senior Client Managers can be successful in their sales jobs. They discussed some of the different strategies that have helped their SCMs succeed, as well as pitfalls that should be avoided.   Tune in for this exciting session!   ...

Episode 46: Referrals: Do’s and Don'ts     In this episode of The Wize Guys Podcast, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discuss how having a referral program in place increases the chances of getting quality referrals and keeping the business of these clients for your accounting firm.    Find out how to start implementing this process so that there is a steady...

Episode 45: Your practice sales playbook - the best way to convert new clients every time   "It’s 20 times harder to find a new client than to keep existing ones.” - Jamie Johns  In this episode of The Wize Guys Podcast, Ed Chan, and Jamie Johns, with Wize Mentor, Kristy Fairbairn discussed that leads take a long time to convert, and once they do make sure you have a good policy in place. The...

Episode 44: The Rule of 33% by Jamie Johns In this episode of The Wize Guys Podcast, Jamie Johns discusses the concept of the rule of 33%. The rule of 33% states that your time should equally be spent on the following: 1. with mentors (people that challenge you); 2. with your peers (those on the same level as you); and 3. with people who you can mentor and guide.     #wizementoring #theruleof33% #...

Episode 43: How to do competency tests and assess candidates in your recruitment process  In this episode of The Wize Guys Podcast, Ed Chan and Jamie Johns with Wize Mentor, Tim Causbrook shared the top recruitment practices of Wize Mentoring, specifically with Wize Talent. WizeTalent is an end-to-end recruitment consultation service for practice owners looking for their next ideal team member. Wi...

Episode 42: How to Structure your Accounting Practice's Org Chart In this episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Brenton Ward shared the value of having an organizational chart in any accounting practice business. Jamie himself has implemented an org chart in his practice, Sky Accountants and it helped him focus on working on the flow and managing people more effectively...

Episode 41: How to start your next deep and narrow production team  “All around the world, obviously, there are businesses ~ accounting firms and bookkeeping firms that are no different in adding people.. ‘Hey look, you start next week, you can report to me.’ What happens is, you'll win a few more fees, you'll win a few more clients, and then you'll think, ‘Oh yeah, well I'll j...

Episode 40: Wize Mentoring: Build a business that runs without you “A few years ago, I started my own firm and ended up becoming a slave to my business, and it ultimately put me in the hospital. I was doing crazy hours. I wasn't looking after my health and wasn't seeing my family. So over time, I reached out to different coaches and mentors and ultimately found a mentor called Ed Chan. A...

Episode 39: Your fab5 dashboard crash course - the KPIs that build the business to run without you In this episode of The Wize Guys Podcast, Jamie Johns together with Wize Mentors, Tim Causbrook and Michael Ferris share valuable about key performance indicators or KPIs. “What you can measure, you can manage,” as Ed Chan always mentions. One of the most important aspects of running a business witho...

Episode 38: The Wize Fab 5 Key Performance Indicators In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan discussed the fab 5 KPIs for running your business. These KPIs will help you track the performance of your practice and scale your business. Unfortunately, most firms do not track their numbers, productivity, and more which makes it hard for them to manage from the...

Episode 37: Becoming the plumber in your practice - How to remove blockages in your practice traffic flow In this episode of The Wize Guys Podcast, Jamie Johns together with one of the Wize Mentors, Thomas Sphabmixay deep dived into one of the biggest challenges that firm owners face as they grow ~ managing the traffic flow. Jamie walks us through using the Wize Traffic Quadrant and gives us ways...

Episode 36: Wize Mentoring for Accountants and Bookkeepers Wize Mentoring provides mentoring and tools to Accounting and Bookkeeping practice owners who are looking to scale their business whilst working less hours, earning more money, and having more choices in life. Our global community of like-minded Accounting and Bookkeeping firm owners, our arsenal of proprietary tools, and our extensive tra...

Episode 35: How to lead ourselves and our teams better ~ discussing big challenges and big opportunities of 2023 SCALE - marketing, sales, services, revenue growth, M&A's As everyone gears up for a new year, in this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan talked about how to become better in 2023, what's the right mindset to have when it comes to new...

Episode 34: The 12 Wize Tips of Christmas In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan get together to give The 12 Wize Tips of Christmas. These 12 Wize tips revolve around the Wize DRS Model. Find out how you can start to implement these tips to scale your business.  Timestamps: 2:30 - The Wize DRS Model 4:44 - TIP 1: Develop Your Growth Blueprint 11:06 - TIP 2...

FREE DOWNLOAD!! Accountants! Scale your business today 🚀 Accountants Highway to the Danger Zone Playbook is a guide for accountants and bookkeepers looking to overcome the barriers that are holding them back from growing their firms. Our playbook shows you exactly what tactics we used when growing our firm so you can replicate it in your business today! Click here to download the Accountants High...

Episode 32: The First 90 Days of onboarding a new recruit RECRUIT - team structure, recruitment, management, leadership In this episode of The Wize Guys, 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...

Episode 31: How To Test Potential Hires In Your Accounting Firms ┃For Grinders & Minders Role In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan discuss the pre-employment tests to conduct with candidates and give tips on how to find the right people with the right attitude for your Accounting Practice. Learn the difference between the grinder and minder roles that will b...

Episode 30: Client Portfolios: How to Allocate Clients to Teams Effectively DESIGN - business planning, systems, processes, production, tech In this episode of The Wize Guys Podcast, Ed Chan and Jami Johns with the Wize Mentors, Timothy Causbrook and Thomas Sphabmixay tackled client portfolios and how to allocate clients to teams effectively. This is important because it helps keep your staff bala...

Episode 29: How to Transition from Top-down to Bottom-Up Management In this episode of The Wize Guys Podcast, Brenton Ward, Ed Chan, and Jamie Johns talk about the difference between Top-Down Management versus Bottom-Up Management is similar to Command and Control versus Leadership by Empowerment. Top-Down Management is about getting Control (Command & Control) whereas  Bottom-Up management is...

Episode 28: Selling the sizzle not the sausage - Get paid for your advice with our 3-phase discovery, proposal, and production system “Selling the sizzle and not the sausage is a philosophy that we have in Wize. What we mean by this is that the client manager is not necessarily the most technical person on the team.” In this episode of The Wize Guys Podcast, Wize Mentors, Timothy Causbrook with Th...