The Wize Way – Details, episodes & analysis

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The Wize Way

Wize Mentoring for Accountants and Bookkeepers

Business

Education

Business

Frequency: 1 episode/9d. Total Eps: 174

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 interviews with his Wize co-founders and community of Wize firm owners are inspiring and transformational.

Subscribe to transform your challenges into opportunities and build a business that can run without you.

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Data updated on 04/07/2026

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https://thewizeway.com/thankyou-cta
176 shares
https://thewizeway.com/wizetalent-cta-thank-you
175 shares
https://thewizeway.com/wize-freedom-map
174 shares

https://www.facebook.com/wizementoring/
122 shares
https://www.facebook.com/groups/wizemastermind
7 shares

https://www.instagram.com/wize.guys
122 shares

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RSS feed quality

Good

Score global : 73%

Publication history

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Episode 174: Policies and SOPs That Power Firm Growth

Season 2 · Episode 174

Thursday, October 2, 2025 • Duration 01:01:15

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 on track

If you’re ready to stop drowning in checklists and start building SOPs that actually scale your firm, this episode is for you.

________________

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 Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

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Episode 173 - Onboarding Secrets for Retention

Season 2 · Episode 173

Thursday, September 25, 2025 • Duration 31:00

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 retention

If you’re ready to stop “winging it” with new hires and start building a team that sticks, this episode is for you.

________________

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 Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Episode 172: Why Most Accountants Struggle With Marketing (And How to Fix It)

Season 2 · Episode 172

Thursday, September 18, 2025 • Duration 11:11

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 decisions

If you’re ready to stop gambling on marketing and start turning it into a predictable growth engine, this one’s for you.

________________

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 Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Episode 171: Turn Your Board Meetings Into a Growth Engine

Season 2 · Episode 171

Thursday, September 11, 2025 • Duration 59:05

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, this one’s for you.

________________

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 Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Episode 170: How to Keep Top Talent Engaged

Wednesday, September 3, 2025 • Duration 36:48

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 Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

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

Season 2 · Episode 169

Thursday, August 21, 2025 • Duration 36:37

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 downside

If you’re looking to grow fast without the stress of scaling chaos, this episode is your M&A masterclass.

________________

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 Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Episode 168: Clients Only Want to Deal with You? That’s a Problem

Season 2 · Episode 168

Friday, August 15, 2025 • Duration 23:24

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,” this episode will show you how to get your time back, without losing client trust.

________________

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 Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Episode 167: Monetise Before You Market: The Growth Stategy Most Firm Owners Miss

Thursday, August 7, 2025 • Duration 11:00

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 shift your mindset and show you a smarter way to grow.

________________

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 Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

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Episode 166: Are You Getting the Right Numbers in Your Business?

Season 2 · Episode 166

Thursday, July 24, 2025 • Duration 21:47

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
✅ Why tracking the right KPIs changes everything

Whether you're stuck in the grind or scaling fast - these numbers are non-negotiable.

#TheWizeWay #AccountingPodcast #BookkeepingBusiness #CapacityPlanning #WizeMentoring #ProfitFirst #AccountingFirmOwner #TeamStructure

________________

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 Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Episode 165: Top 4 Marketing Strategies for Accounting Firms

Season 2 · Episode 165

Thursday, July 10, 2025 • Duration 08:27

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... Ed lays out a clear path for firm owners who want growth without chaos.

If you want a business that attracts clients like a garden attracts butterflies, this is your blueprint.

________________

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 Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here

4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

The Wize Way – Details, episodes & analysis

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The Wize Way – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other72

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RSS feed quality and score

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Latest published episodes

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Related Shows Based on Content Similarities

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Related Shows Based on Content Similarities

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