Episode Details

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.

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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 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