Podcast Episodes

Episode 173 - Onboarding Secrets for Retention

Season 2 Episode 173

Onboarding That Boosts Retention

Most firm owners treat onboarding as a checklist. The result? Confused hires, wasted training, and early staff turnover.

In this episode of The Wize Way Podcast, Dani B…

Published on 2 months, 1 week ago

Episode 172: Why Most Accountants Struggle With Marketing (And How to Fix It)

Season 2 Episode 172

Marketing That Actually Works for Accountants

Most firm owners treat marketing like an expense, not an investment. The result? Stop-start campaigns, wasted dollars, and no real flow of quality leads.

I…

Published on 2 months, 2 weeks ago

Episode 171: Turn Your Board Meetings Into a Growth Engine

Season 2 Episode 171

Stop Talking Tactics. Start Leading Strategy.

Most firm owners turn board meetings into long tactical checklists. The result? Burnout, disengaged leaders, and no real progress toward growth.

In this ep…

Published on 2 months, 3 weeks ago

Episode 170: How to Keep Top Talent Engaged

Struggling to keep your best people?

In this episode of The Wize Way Podcast, Dani and Kristy reveal how to:
✅ Build career pathways that retain A-players
✅ Spot the red flags driving staff away
✅ Create…

Published on 3 months ago

Episode 169: M&A 101: Must-Knows Before Buying a Firm

Season 2 Episode 169

Thinking about acquiring another firm?

In this episode of The Wize Way Podcast, Jamie Johns unpacks the 10 critical things to look for in a potential acquisition  and the red flags that should make yo…

Published on 3 months, 1 week ago

Episode 168: Clients Only Want to Deal with You? That’s a Problem

Season 2 Episode 168

Is your firm stuck because every client wants to talk to you?

That’s not loyalty, that's a business bottleneck. 

In this episode of The Wize Way Podcast, Ed Chan unpacks: 

✅ Why owners become the bottle…

Published on 3 months, 2 weeks ago

Episode 167: Monetise Before You Market: The Growth Stategy Most Firm Owners Miss

Most firms think growth means chasing new clients. But your next big revenue leap is already sitting in your existing client base.

In this episode of The Wize Way Podcast, Ed Chan unpacks how to:

✅ Mon…

Published on 3 months, 3 weeks ago

Episode 166: Are You Getting the Right Numbers in Your Business?

Season 2 Episode 166

The problem with most firm owners is that they work harder than their business.

If your profit margins aren’t hitting 25%, there’s a reason — and it starts with your team structure and capacity planni…

Published on 4 months, 1 week ago

Episode 165: Top 4 Marketing Strategies for Accounting Firms

Season 2 Episode 165

Most firm owners think growth means more ads, more hires, or more hustle. But what if you could grow without any of that?

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Ed Ch…

Published on 4 months, 3 weeks ago

Episode 164: Should You Sell to Private Equity? What Firm Owners Must Know

Season 2 Episode 162

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward and Jamie Johns unpack the rising trend of private equity firms targeting accounting practices. 

Discover the five…

Published on 5 months ago