Episode Details

How much time would you get back if your meetings actually worked?

In this episode, Kristy walks through the daily huddle, the simple meeting Wize teaches firm owners to run with their team every day, so you can build a quick daily touchpoint that keeps your team aligned and nothing slips through the cracks between conversations.

You'll learn:
✅ Why the daily huddle is one of the simplest habits that changes how a firm runs
✅ The difference between something you unblock right in the huddle and something that needs its own follow-up: the PUB meeting (production unblocking meeting)
✅ How to know when it's time to hand the huddle off to your production manager
✅ Why rotating who hosts the huddle keeps the team engaged and brings fresh energy to the room
✅ How daily huddles build real connection across remote and hybrid teams
✅ What changes in your firm's production line once the daily huddle becomes a habit

This is a real look at how one accounting firm built a daily rhythm that keeps the whole team aligned, told by a mentor who has been running daily huddles for years.

If you've ever wanted your team to walk into each day already knowing exactly what to work on and where things stand, this episode will change the way you think about your team's daily rhythm and what happens once that habit takes hold.

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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 

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3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here