Episode Details

Episode 17: Managing the Production and Communication Traffic in your Accounting Firm | Wize Mentoring

In this episode of The Wize Guys, Brenton Ward with Ed Chan discusses how you can overcome the biggest challenges of managing your firm’s traffic flow by looking at how traffic flows in an organization, how it should be moving, and dissecting the types of traffic that go into your firm.

Find out more about communication traffic management and some useful tips in responding to emails that you can best apply in your accounting practice or business process.

Timestamps:

0:51 - How to dissect traffic flow 
0:59 - 2 Different types of traffic
1:10 - What is the communication traffic?
2:11 - How sales process is related to your traffic flow
2:14 - Tips for responding to clients’ emails
4:11 - The importance of taking ownership and leadership in communication
5:19 - How people’s personalities can affect workflow and productivity
6:19 - Figuring out the right people for a position

Quotations:

“You've got to take leadership because if you don't take leadership of that conversation, the client will just think that you're happy to just give the time away for free.” - Ed Chan

“..you've got to work it so that everybody's in their flow. And the deep and narrow structure is the best way to manage the traffic flow. Because you've got people who are really good at talking to people, managing client's expectations. They're people-people. They're good at communicating with people like them. So they're in their flow. If they're a senior client manager, and then you've got people who are really good production people and, and keep them in their float. And if you, if you have this narrow deep structure, you find that people are a lot more productive. They are a lot happier.” - Ed Chan

USEFUL LINKS:

• Download FREE ebook: The Accountants Systems Playbook to streamline your practice workflow system

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Download the full transcript here.

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