Episode Details

As the client base of practice grows and you begin to expand/add teams to the practice, it's important to develop client portfolios for each client manager.  

In today’s episode of The Wize Guys Podcast, Ed Chan and Tim Causbrook discuss the context of building client portfolios, their importance, and some of the challenges that practice owners face when developing them. 

Find out more about the Wize Traffic flow quadrants and how to build an ideal team structure for a more profitable accounting business!  

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