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The Wize Way

The Wize Way

De : Wize Mentoring for Accountants and Bookkeepers
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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 Bren Ward as he shares 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, Bren dives into the leadership, marketing, sales, systems and mindset tactics that'll get you to your goals without burning out.

His interviews with his Wize co-founders and community of Wize firm owners are inspiring and transformational.

Subscribe to transform your challenges into opportunities and build a business that can run without you.

© 2025 The Wize Way
Direction Economie Management Management et direction
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    Épisodes
    • Episode 175: Why Most Accountants Never Reach Their Genius Zone (and How You Can) with Gay Hendricks
      Oct 17 2025

      Most firm owners try to “fix the business” without ever fixing the real ceiling that’s holding them back. The result? Burnout, endless busyness, and a business that feels more like a cage than freedom.

      In this episode of The Wize Way Podcast, Gay Hendricks, best-selling author of The Big Leap, shares powerful insights on:

      ✅ The Upper Limit Problem that keeps even successful people stuck
      ✅ How stored emotions and limiting beliefs sabotage growth
      ✅ What life looks like inside your Genius Zone (and why most never get there)
      ✅ The simple daily commitment that can unlock extraordinary results

      If you’re ready to stop hitting invisible ceilings and start operating in your zone of genius, this conversation is a must-listen.

      ________________

      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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

      4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

      Afficher plus Afficher moins
      58 min
    • Episode 174: Policies and SOPs That Power Firm Growth
      Oct 2 2025

      Most firm owners think SOPs are about writing endless manuals. The result? Overwhelm, wasted effort, and documents no one reads.

      In this episode of The Wize Way Podcast, Thomas unpacks:

      ✅ Why SOPs should solve problems, not just document processes
      ✅ The large/medium/small framework that keeps your team out of “SOP hell”
      ✅ How policies like “No Triangles” and “No Bypass” protect culture and accountability
      ✅ The daily huddle rhythm that keeps communication sharp and projects on track

      If you’re ready to stop drowning in checklists and start building SOPs that actually scale your firm, this episode is for you.

      ________________

      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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

      4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

      Afficher plus Afficher moins
      1 h et 1 min
    • Episode 173 - Onboarding Secrets for Retention
      Sep 25 2025

      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 Bray unpacks:

      ✅ Why onboarding starts before day one (and how pre-boarding builds trust)
      ✅ The 30/60/90-day structure that sets hires up for success
      ✅ How daily huddles and end-of-week check-ins accelerate confidence
      ✅ The role of culture, career paths, and training in long-term retention

      If you’re ready to stop “winging it” with new hires and start building a team that sticks, this episode is for you.

      ________________

      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 Strategy 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. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

      4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

      Afficher plus Afficher moins
      31 min
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