Episode Details

Episode 3: How to stop drowning in all the communication traffic flowing through your firm right now

“You've gotta take ownership, you've gotta take leadership. ‘Cause if you don't take leadership of that conversation, the client will just think that you are happy to just giving your time away for free.” 

In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of having a flow in terms of communication traffic for your firm.

This follows nicely from last week - removing yourself from your firm's everyday operations and developing relationships with your team leaders. Communication traffic takes up a huge amount of time in a firm, whether that's talking to clients, or passing information around internally. With first-hand experience building systems that reduce this, we hope to give you some useful information to put into practice at your own firm.  

Timestamps:

1:17 - Defining communication traffic in today’s situation of CoVid-19

5:57 - How to manage the traffic flow

6:13 - 2 different types of traffic ~ communication VS production

11:43 - The importance of leadership skills in communicating with your clients

15:30 - Tips for transitioning to a deep and narrow team structure

23:20 - Getting the fundamentals right

27:28 - Why you should have communication policies in your firm

31:34 - Finding the balance in handling client’s queries

34:18 - The massive impact of technology in the current work setup

39:01 - The catalyst of improving systems and flow

42:45 - How to implement an assistant client manager

Quotations:

“It's all about managing your client's expectations rather than letting your clients manage you.” - Ed Chan 

USEFUL LINKS:

• WizeVault Video 5.3: How to implement an assistant client manager

GET IN TOUCH!

Website: www.wizementoring.com

Facebook: https://www.facebook.com/wizementoring/

Twitter: https://twitter.com/wizementoring

Linkedin: https://www.linkedin.com/company/wizementoring/

Instagram: https://www.instagram.com/wize.guys/?hl=en

Email: support@wizementoring.com

Download the full transcript here.

________________  

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