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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.
Subscribe to transform your challenges into opportunities and build a business that can run without you.
The Wize Way
Latest Episodes
Episode 222: The 60 Minute Meeting That Tells You If Your Firm Is In Sync
Plenty of firm owners walk into their weekly team meeting having prepared the numbers themselves, then spend the hour explaining figures nobody else has looked at. Wize mentor Thomas argues it works better the other way around, with the team br...
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Episode 221: How To Market Your Firm When You Have No Time For Marketing
Jamie Johns is in his accounting firm about one day a week, and he still gets a tip out to his clients every week without setting aside hours to write it. He spent close to ten years sending technical newsletters that went almost entirely unans...
Episode 220: The 40/35/25 Rule: How to Tell If Your Firm Is Actually Profitable
A firm can run for twenty years without anyone looking closely at profitability. Revenue grows, the team grows, everyone is busy, and the assumption is that it must all be working. Then a big client leaves, or wages climb, and suddenly the only...
Episode 219: The Real Reason Marketing Keeps Failing in Accounting Firms
Marketing is the one part of a firm that most owners have already tried and already given up on. They hired an agency, or handed the socials to a junior, or committed to a weekly email that lasted about three weeks. It cost them, the leads neve...
Episode 218: Inside WizeHub: How Firm Owners Build Freedom One Step at a Time
Have you ever finished a training, felt completely clear on what to do next, and then looked up three months later to find nothing in your firm had actually changed?In this episode, Raul takes us inside the WizeHub for a full walkthroug...