Episode Details

Episode 30: Client Portfolios: How to Allocate Clients to Teams Effectively

DESIGN - business planning, systems, processes, production, tech

In this episode of The Wize Guys Podcast, Ed Chan and Jami Johns with the Wize Mentors, Timothy Causbrook and Thomas Sphabmixay tackled client portfolios and how to allocate clients to teams effectively. This is important because it helps keep your staff balanced so they know what needs to be done day-to-day!

Discover how you can allocate clients among teams effectively in order not to overwhelm any given person or group with too many tasks at once.

Timestamps:

1:28 - The importance of building client portfolios
3:10 - Hiring tips: junior client manager vs senior client manager
4:52 - The roles of client managers within the traffic flows
12:14 - How to match accounting managers to clients
13:31 - The rule of thumb when it comes to identifying fees
15:28 - Why communication skills are critical in recruitment
17:11 - Who is more busy: accountants or bookkeepers
20:58 - The common challenges in structuring the client portfolios
26:37 - When is the ideal time to hire a senior production manager
31:49 - Tips and tools for managing client portfolios
38:23 - Defining what client-facing is
41:24 - Why capacity planning is essential to allocate time for A-D clients
44:53 - Key takeaways

Quotations:

“...owners tend to be client managers by nature.” - Tim Causbrook

“It's very important that whoever you choose as the client manager is a people person and can relate to different people.” - Jamie Johns 

USEFUL LINKS:

• Get to know more about the No Bypass Policy 
• Video 5.3 - How to Implement an Assistant Client Manager

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Email: support@wizementoring.com

Download the full transcript here.

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