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The Wize Way

Wize Mentoring for Accountants and Bookkeepers

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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...

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Episodes (357)

Episode 94: How to Deal with Pushbacks In Your Firm?

The Wize Way

Feb 22, 20246:13pending

Episode 93: Testing Out a Candidate on Speed and Accuracy Before Hiring

The Wize Way

Feb 15, 202428:35pending

Episode 92: How to Achieve Your Business Ideal Income

The Wize Way

Feb 8, 202414:07pending

Episode 91: The Secrets to Making of a High-Performing Team

The Wize Way

Feb 1, 202426:11pending

Episode 90: Wize Factor Chat: Tim Causbrook - Causbrook & Associates

The Wize Way

Jan 25, 202415:03pending

Episode 89: Accounting and Bookkeeping Best Practices to Adopt in 2024

The Wize Way

Jan 18, 202410:53pending

Episode 88: The Different Concepts of Quad Activities for Every Firm

The Wize Way

Jan 11, 202415:05pending

Episode 87: New Year's Resolutions & Finding and Keeping Great Talent

The Wize Way

Jan 4, 202436:24pending

Episode 86: Ready for 2024! Setting your goals for the new year

The Wize Way

Dec 28, 202329:08pending

Episode 85: The 12 Wize Tips of Christmas (2023 Edition)

The Wize Way

Dec 21, 202345:03pending

Episode 84: WizeHub: The Next Level Business Intelligence

The Wize Way

Dec 14, 20235:20pending

Episode 83: “Systems Dependent” and not “People Dependent”

The Wize Way

Dec 7, 202327:51pending

Episode 82: Wize Factor Chat: Anthony Luvisetto - iCompass Professional Advisors

The Wize Way

Nov 30, 202325:24pending

Episode 81: The Role, Responsibilities & KPIs of a Senior Production Manager

The Wize Way

Nov 23, 202346:08pending

Episode 80: What is the Concept of Having a Deep and Narrow Team Structure?

The Wize Way

Nov 16, 202312:14pending

Episode 79: Managing a High-Performing Offshore Team

The Wize Way

Nov 9, 202345:24pending

Episode 78: Building Capacity VS Advertising: What is it and Why it Matters for...

The Wize Way

Nov 2, 20237:21pending

Episode 77: Wize Factor Chat: Lacey Harnar - Pathway CPA Group, LLC

The Wize Way

Oct 26, 202313:07pending

Episode 76: How to Make Instructional Videos for your Business

The Wize Way

Oct 19, 202320:49pending

Episode 75: Buying back your time - how to stop working IN your practice

The Wize Way

Oct 12, 202323:10pending

Episode 74: Understanding Standard Operating Procedures Definition, Importance a...

The Wize Way

Oct 5, 202316:19pending

Episode 73: Wize Factor Chat: Stephanie Anderson - Tax Prose Inc.

The Wize Way

Sep 28, 202317:15pending

Episode 72: Tips for Implementing a Sales Process in Your Firm

The Wize Way

Sep 21, 20239:42pending

Episode 71: M&A Crash Course: How to Successfully Buy Another Practice

The Wize Way

Sep 14, 202342:13pending

Episode 70: Best Practices for Lead Conversion

The Wize Way

Sep 7, 20236:19pending

Episode 69: Wize Factor Chat: Luke Gheen - Gheen & Co.

The Wize Way

Aug 31, 202317:48pending

Episode 68: Why WizeTalent is the #1 solution in finding the right talent

The Wize Way

Aug 24, 202344:47pending

Episode 67: What is The "No Triangles" Policy and Why Should you Start Implement...

The Wize Way

Aug 17, 20239:19pending

Episode 66: How to Implement a Client Manager in your Firm

The Wize Way

Aug 3, 202337:45pending

Episode 65: Wize Factor Chat: Bryant Zwart - Calyx CPA

The Wize Way

Jul 27, 202318:31pending

Episode 64: Choosing the work you want to do and not wearing all the hats in you...

The Wize Way

Jul 20, 202324:48pending

Episode 63: Working Less Hours in your Accounting or Bookkeeping Firm

The Wize Way

Jul 14, 20235:28pending

Episode 62: Enhancing Productivity and Strategic Focus through Quad Activities I...

The Wize Way

Jul 6, 202321:02pending

Episode 61: Wize Factor Chat: Leah Hall - Player Hall

The Wize Way

Jun 29, 202314:07pending

Episode 60: How to Achieve the Successful Accounting Owners’ Mindset

The Wize Way

Jun 22, 20236:53pending

Episode 59: Where to invest your marketing budget to find new quality clients co...

The Wize Way

Jun 15, 202325:19pending

Episode 58: How To Build an Extraordinary Marketing System for your Accounting P...

The Wize Way

Jun 8, 202310:30pending

Episode 57: Let's Deep Dive into the Wize Capacity Planner

The Wize Way

Jun 1, 202324:50pending

Episode 56: Wize Factor Chat: Terry Chung - Factor 1

The Wize Way

May 25, 202330:22pending

Episode 55: How to up skill grad accountants and bookkeepers to intermediate/ se...

The Wize Way

May 18, 202327:59pending

Episode 54: Understanding the Context of ‘No Bypass Policy’ for Your Accounting...

The Wize Way

May 11, 20235:42pending

Episode 53: Why use NPS for staff and clients

The Wize Way

May 3, 202319:01pending

Episode 52: Wize Factor Chat: Jennifer Hickey - TaxStore

The Wize Way

Apr 27, 202316:47pending

Episode 51: Are you working IN your business? or ON your business? - overcoming...

The Wize Way

Apr 20, 202320:26pending

Episode 50: Introducing the NEW WizeHub

The Wize Way

Apr 13, 20235:20pending

Episode 49: Drowning in emails? How to manage traffic flow so you can be product...

The Wize Way

Apr 6, 202321:35pending

Episode 48: The concept of implementing a no-blame culture

The Wize Way

Mar 29, 20238:05pending

Episode 47: Sales Tips for Senior Client Managers

The Wize Way

Mar 23, 202320:08pending

Episode 46: Referrals: Do’s and Don'ts

The Wize Way

Mar 16, 202310:39pending

Episode 45: Your practice sales playbook - the best way to convert new clients e...

The Wize Way

Mar 9, 202320:58pending
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