The Wize Way

Feeling stuck in your firm or on the edge of rapid growth but don't know how to build the business so that it’s not reliant on you? Join the Wize team as they share the insights, stories, strategies and tools that have helped transform the businesses and lives of our Wize Guys and hundreds of Accounting, CPA and bookkeeping firm owners around the world. In each episode, we dive into the leadership, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out. Subscribe to transform your challenges into opportunities and build a business that can run without you.

The Wize Way is a business podcast hosted by Unknown Host, with 214 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Wize Way, a business show with 214 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Wize Way

  Episode 214: Inside the Wize Hub: How to Spot an Unhappy Employee Before They Quit

  Aug 12, 202622 min

  Have you ever lost a great team member out of nowhere, with no warning signs and no explanation that made sense? In this episode, Raul takes us inside the Wize Hub for a full walkthrough of the tools built to stop that from happening. From the team NPS to the career and energy audits, he shows how firm owners can get a true 360 view of how their people are really feeling, long before a resignation letter lands on the desk. You'll learn: ✅ How to track your team NPS monthly and what the score is actually telling you ✅ How the career audit uses AI to identify whether someone is a Grinder, Minder or Finder, and whether they're in the right seat ✅ Why the energy audit and life wheel help employees feel valued, especially in remote teams ✅ How the different access levels keep sensitive information private until an employee chooses to share it ✅ How to build a complete staff profile covering strengths, weaknesses, revenue capacity, and your ideal charge rate Raul shares a real client story about a firm owner who kept training great people only to watch them leave, and how one small change turned that pattern around. If you've ever assumed your team was fine because nobody said otherwise, this episode is your reminder that the problems you can't see are the ones that cost you the most. This is a visual walkthrough, so if you want to see inside the Wize Hub as Raul clicks through each section, tune in to the episode on YouTube. ________________ 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 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

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  Episode #213

  Episode 213: How to Recruit When You Don't Have a Recruitment Team

  Aug 5, 202619 minS3

  Every hire that goes wrong can usually be traced back to one step someone decided to skip. Not because they were careless, but because they were busy and it seemed like the step that mattered least. In this episode of The Wize Way Podcast, Dani breaks down how to run a proper recruitment process without a recruitment team: working out who you actually need, getting the job ad written in minutes, screening properly, and testing before you commit. You'll learn: ✅ How to decide whether your next hire should be an admin or an accountant ✅ The four transferable skills that matter more than qualifications ✅ Why hiring admins from outside the accounting industry often works better ✅ How to use AI to create job ads, interview guides, and job offers in minutes ✅ The job sites worth posting on for local and offshore roles ✅ How LinkedIn headhunting builds your talent pipeline before you need one ✅ Why pre-screening, reference checks, and testing are the steps you never skip Hiring on your own takes more time, but done right, it does not have to mean settling for less. ________________ 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 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

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  Episode #212

  Episode 212: The Simple Weekly Rhythm That Keeps Your Sales Pipeline Moving

  Jul 29, 202618 minS3

  There is a version of your pipeline where every lead has a clear next step and someone responsible for it. Getting there takes 30 minutes a week. In this episode of The Wize Way Podcast, Thomas walks through the sales meeting rhythm Wize teaches firm owners to run with their client managers, and why it works better than any CRM or automation your firm could buy. ✅ Why the purpose of a sales pipeline is focus rather than reporting ✅ The difference between a lead and a prospect and why the distinction changes how you follow up ✅ Why chasing a clear no is worth as much to your firm as chasing a yes ✅ The six questions that turn a short sales meeting into the most useful half hour of your week ✅ Why client managers stop selling to existing clients and what that costs you ✅ How a thin top of funnel is what makes your team sound desperate on discovery calls ✅ Why a no-blame culture is the thing that finally gets your team comfortable with sales If leads keep going quiet and nobody can tell you why, this is the rhythm to build your pipeline around. ________________ 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 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

  ListenShow Notes
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  Episode #211

  Episode 211: Meet the PUB: The Productivity Meeting Your Firm Is Missing

  Jul 22, 202613 minS3

  Somewhere in your firm, there's a desk where every problem ends up. Maybe it's yours. Maybe it's your senior manager's. Either way, the work slows down every time a question lands on it. In this episode of The Wize Way Podcast, Kristy breaks down the PUB Meeting, the Daily Productivity Unblocker. One structured hour a day where blockages get cleared, questions get answered, and your team learns to solve problems instead of passing them up the chain. You'll learn: ✅ What the PUB Meeting is and how it picks up where your daily huddle leaves off ✅ How to run it at two levels: one for your senior managers, one for your production team ✅ How to turn every blockage into micro-training that lifts your whole team ✅ Why recording these sessions gives you a training library for every future hire ✅ How to tell whether a struggling team member has a confidence gap or a competency gap ✅ The simple checklist that stops your team coming to you without doing the thinking first ✅ How to withdraw from the day-to-day without your senior manager inheriting the bottleneck If your firm feels out of control, there's a meeting missing from your day. The PUB is probably it. ________________ 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 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

  ListenShow Notes
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  Episode #210

  Episode 210: Stop Hiring to Fill a Gap and Start Hiring to Build a Firm

  Jul 15, 202617 minS3

  Hiring in a panic is one of the most expensive things an accounting firm can do. And most firms do not even realise they are doing it until the damage is already done. In this episode of The Wize Way Podcast, Dani walks through the hiring mistakes that hurt firms the most, why they keep happening, and the practical prevention strategies that change how you approach every hire from here on. You'll learn: ✅ Why small firms feel bad hires harder than larger ones ✅ The three hiring scenarios that cost firms the most time and money ✅ Why a culture mismatch can be more damaging than a skills gap ✅ How to run interviews that feel like conversations and still get the information you need ✅ What real reference checks actually sound like ✅ Why your probation period is only useful if you are willing to act on it ✅ How to define your non-negotiables before you start looking so you stop compromising under pressure If you have ever found yourself hiring someone just to fill a gap and paying for it months later, this episode gives you the framework to make sure it does not happen again. ________________ 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 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

  ListenShow Notes

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