Podcast Episodes
Back to SearchEpisode 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 turnov…
1 year 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, w…
1 year 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 lead…
1 year 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-play…
1 year 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 …
1 year, 1 month 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 Podcas…
1 year, 1 month 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 …
1 year, 1 month 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 s…
1 year, 2 months 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 …
1 year, 2 months 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…
1 year, 2 months ago