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 is a business podcast hosted by Unknown Host, with 217 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Wize Way, a business show with 217 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Wize Way

  Episode 218: Inside WizeHub: How Firm Owners Build Freedom One Step at a Time

  Sep 9, 202626 min

  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 walkthrough of the tools built to close that gap. From the Freedom Map steps to the Task Hub, he shows how firm owners turn what they've learned into work that has an owner, a date, and a place to be followed up, so freedom gets built one step at a time instead of staying an intention. You'll learn: ✅ How the Freedom Map sequences the path to a firm that runs without you, laid out as Discover, Plan, Execute, and Measure ✅ Why every step carries its own tools, resources, training, and project, so you are never hunting for the next action ✅ How to break a step like appointing a senior client manager into the position description, the A and B client analysis, and a capacity planner placeholder ✅ How to hand those smaller pieces to your admin assistant or production manager so progress stops depending on you ✅ How to link a step to your executive or weekly managers meeting so it lands on an agenda instead of a to-do list ✅ Why learning about a role does not let you mark the step complete, and what finished actually looks like ✅ What to record when you put a step on hold, so it's ready the day your firm is If you've got steps sitting at 70% complete because the next move felt too big to start, this episode is your reminder that momentum comes from one bite of the elephant, not the whole thing at once. This is a visual walkthrough, so if you want to see inside the WizeHub as Raul clicks through each section, tune in to the episode on YouTube. ________________ 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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

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  The Wize Way

  Episode 217: Right Person, Right Seat: How Accounting Firm Owners Get Both

  Sep 2, 202623 min

  Before Tim met Ed Chan in 2019, hiring at his firm worked the way it does in most firms. Someone said "we need more staff," so they threw more bodies at the problem. No structure, no org chart, no way of knowing whether anyone was in the right seat. Then he and Ed spent five hours mapping every person in the firm, strength by strength, weakness by weakness, and placing each one in position. That exercise is what this episode is about. Wize mentor Tim walks through how firm owners can answer two questions that sound like one: is this the right person, and are they in the right seat? The answer applies equally to last month's hire and to the team member you promoted three years ago. You'll learn: ✅ Why the capacity planner is where every seat decision has to start ✅ How write-offs and productivity numbers expose who is too slow for their role ✅ The resource mix problem that keeps work stuck even when capacity looks fine ✅ When a client manager genuinely needs a production manager beside them ✅ Why two complementary people in the right seats beat one unicorn every time ✅ The 3-times rule for telling incompetence apart from inexperience ✅ How clear outcomes let you judge any seat within 30 to 60 days Every firm owner gets a seat wrong eventually. Tim has, Jamie has, Ed has. The difference is having a system that catches it in weeks and fills that seat with the right person the next time. This is a visual walkthrough, so if you want to see inside the WizeHub as Tim clicks through each section, tune in to the episode on YouTube. ________________ 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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

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  Episode #216

  Episode 216: The Vision, Mission, and Values System for Accounting Firm Owners

  Aug 26, 202616 minS3

  Kristy Fairbairn wrote her vision, mission, and values early in her business journey. She pinned them above her desk and told nobody. Not her team, not her clients. For years, they changed nothing about how the firm ran. In this episode, Kristy walks through what she does differently now, and how those three statements became the filter for who she hires, which clients she takes on, and when she makes her next hire. ✅ The difference between vision, mission, and values, and why owners collapse all three into one vague paragraph ✅ The fill-in-the-blanks prompt for writing a mission that is specific enough to act on ✅ Why a vision that feels comfortable is a vision that is too small ✅ How one value, balance, screens job candidates before the interview even starts ✅ The link between your values and your capacity planner, and how to spot a team member who has fallen out of alignment ✅ Where your eulogy exercise fits, and why your business values and personal values should not be different If you have never done this work, start with one statement this week. If you did it years ago and have not looked at it since, this is your prompt to open the document again. ________________ 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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

  ListenShow Notes
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  Episode #215

  Episode 215: The 90/10 Shift That Made Ed Chan's Firm Run Without Him

  Aug 19, 202627 minS3

  Someone once told Ed Chan he should write a checklist. He was working 100 hours a week, so his answer was the obvious one. Where was he supposed to find the time? Everything that eventually got him out looked like that. The checklist. Training the hire. Writing the policy. All of it sat in the pile he would get to once things calmed down, and things never calmed down. Ed explains what changed his thinking, and how far it took him. ✅ Why the work that never feels urgent is the only work that changes anything ✅ The question that decides whether your next hire should be a junior or a senior ✅ Why the money objection to hiring comes down to how you read your own numbers ✅ What happens to write-offs and turnover when people sit in the wrong seats ✅ The deep and narrow team structure, and why adding more people rarely fixes a workload ✅ How to hand work over when you are certain nobody will do it to your standard ✅ The exercise Ed used to sort every single thing he did into one of four places Ed does not work in the firm anymore, and it still runs. This is how that happened. ________________ 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 Map for FREE - Find out the 101 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

  ListenShow Notes
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  The Wize Way

  Episode 214: Inside the Wize Hub: How to Spot an Unhappy Employee Before They Quit

  Aug 12, 202622 min

  Have you ever lost a great team member out of nowhere, with no warning signs and no explanation that made sense? In this episode, Raul takes us inside the Wize Hub for a full walkthrough of the tools built to stop that from happening. From the team NPS to the career and energy audits, he shows how firm owners can get a true 360 view of how their people are really feeling, long before a resignation letter lands on the desk. You'll learn: ✅ How to track your team NPS monthly and what the score is actually telling you ✅ How the career audit uses AI to identify whether someone is a Grinder, Minder or Finder, and whether they're in the right seat ✅ Why the energy audit and life wheel help employees feel valued, especially in remote teams ✅ How the different access levels keep sensitive information private until an employee chooses to share it ✅ How to build a complete staff profile covering strengths, weaknesses, revenue capacity, and your ideal charge rate Raul shares a real client story about a firm owner who kept training great people only to watch them leave, and how one small change turned that pattern around. If you've ever assumed your team was fine because nobody said otherwise, this episode is your reminder that the problems you can't see are the ones that cost you the most. This is a visual walkthrough, so if you want to see inside the Wize Hub as Raul clicks through each section, tune in to the episode on YouTube. ________________ 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 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. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

  ListenShow Notes

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