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How to get your clients to deal with the client manager and not you

 

In this short snippet from a previous Wize Live video, Brenton and Ed discussed the process of withdrawing from the client management division of your firm.

It's important to manage your clients and not the other way around.  So how do you...

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Having Difficult Conversations

As a leader of your team, you have to have the ability to "confront" situations and have those difficult conversations and not shy away from them otherwise problems fester and grow into bigger problems.

"Confront" is not the same as being...

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The Case for Hiring for Skills and Attitude

The mantra “Hire for Attitude, Train for Skills” has been pushed at all employers for years now to the point where it is considered the prevailing opinion, with anyone suggesting the opposite subjected to accusations of being out of...

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What if my staff take my clients?

One of the biggest fears that firm owners have is handing over client relationships to a senior client manager only for them to leave and “run-off” with the client.

In order to minimise this risk, you can make use of this six-step...

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Unlimited Growth - Scale your firm

 

In your journey to scaling your business, it’s normal to experience bumps and hurdles along the way. 

We can’t avoid the barriers to growth, because they happen to every firm. But what if you can do is overcome them with proven...

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Deep And Narrow Team Structure

 

What does your hiring process currently look like? 

Mis-hiring and hiring because staff say they are too busy is one of the biggest and most expensive mistakes you can make in your firm. 

Team design is critical to building a firm that...

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Structure before scale

 

Every firm owner we work with hopes to scale their firm… But most think that the only way to do this is to work harder. However, doing so will only lead to burnout. 

Working more hours on your business and hanging onto tasks in every...

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How To Not Let Your Inbox Control Your Day

Do you find yourself feeling overwhelmed with the number of emails that you have to answer every day? The answer is all about managing traffic flow and using the 80/20 rule. 

You either put a band-aid on the problem and treat the symptoms...

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How to Get the Best Out of Your Accounting Staff

Here are some of the top principles that we teach at WIZE and implement them in our own firms to get the best out of the production team.


When building a business, your focus as the owner should lie on developing people and building systems. The...

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On-Boarding New Recruits Remotely: A Checklist to Get it Right First Time

For new staff, how the first few days of a new job are experienced has a lasting effect on how they view you as an employer.

 

Sadly, stories abound of the yawning gap of how the job and employer were portrayed when attracting applicants to...

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