The Wize Way
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 the Wize team as they share 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, we dive into the leadership, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out.
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The Wize Way
Latest Episodes
Episode 209: The Noise Around AI and What Firm Owners Actually Need to Know
The noise around AI is getting louder, and most firm owners are not sure what to believe. In this episode of The Wize Way Podcast, Ed Chan draws on 40 years in the industry to cut through the noise and tell you exactly what AI means for your fi...
Episode 208: The Power Of The Daily Huddle For Firm Owners
How much time would you get back if your meetings actually worked?In this episode, Kristy walks through the daily huddle, the simple meeting Wize teaches firm owners to run with their team every day, so you can build a quick daily touchp...
Episode 207: The Meeting Framework Behind a Self-Running Firm
What does it actually look like to run a meeting system that keeps your firm moving without everything falling through the cracks after every conversation?In this episode, Thomas walks through the full meeting framework Wize teaches firm...
Episode 206: What to Ask in Every Job Interview (And What the Answers Tell You)
What does it actually look like to run a job interview that tells you whether someone is the right fit for your firm — before you make a decision you can't easily undo?In this episode, Dani and Kristy break down the questions that go bey...
Episode 205: The Only Marketing Plan Your Accounting Firm Actually Needs
You have tried the ads. You have posted on social media. You have handed it to an agency. And yet here you are, still wondering why the leads aren't coming.In this session, the Wize team breaks down exactly what it takes to build a marke...