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Leadership
Client Management
Wize Mentoring
Mentorship
Marketing
Accounting
Team Dynamics
Bookkeeping
Workflow Scheduling
Self-Awareness
Remote Work
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Trust
Accounting Firms
Change Management
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Employee Training
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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... more

PublishesWeeklyEpisodes196Founded5 years ago
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How ToEducationBusinessManagement

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Latest Episodes

Avoid the mistake of blaming the market every time a hire does not work out, or you will keep repeating the same costly cycle without ever fixing the real problem underneath it.

In this episode of The Wize Way Podcast, Ed Chan sits down with Bren Wa... more

Avoid the mistake of rushing into a hire without a clear process — or you'll end up paying the price with bad hires, wasted time, and the whole exhausting cycle starting over again.

In this episode of The Wize Way Podcast, the Dani Bray breaks down ... more

Scaling your firm requires more than just generating leads, the services you offer determine whether growth is actually possible. If your model is built around high-end advisory work that only you can deliver, there's a hard ceiling on how far you ca... more

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Building a thriving accounting firm is impossible without the right systems - but most firm owners are still creating SOPs from scratch, one painful document at a time.

In this episode of The Wize Way Podcast, Kristy and the Wize Team break down the... more

YouTube

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Chanticleer
ChanticleerAustralian Financial Review

Recent Guests

Jane Pollard
Co-founder of Catalyst Accountants
Catalyst Accountants
Episode: Episode 184: The Real Legacy of Leadership with Jane Pollard
Ed Chan
Owner of a firm who has valuable insights on the No Buy Policy and scaling firms
Episode: Episode 177: The Bad Habit Every Firm Owner Must Break to Scale
Megan Sexton
Owner of MJO Bookkeeping
MJO Bookkeeping
Episode: Episode 176: The Hire That Changed Everything
Gay Hendricks
Author, psychologist, and co-founder of the Hendricks Institute.
Hendricks Institute
Episode: Episode 175: Why Most Accountants Never Reach Their Genius Zone (and How You Can) with Gay Hendricks
Jamie Johns
Founder of Sky Accountants and mentor at Wize Mentoring
Sky Accountants, Wize Mentoring
Episode: Episode 142: Wize Factor Chat: Jamie Johns - Sky Accountants

Host

Bren Ward
Host of The Wize Way

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Episode 196: People, Structure and AI vs Recruitment: Straight Talk with Ed Chan
Q: Where do you see the balance between using AI to automate and maintain the essential human touch in client relationships?
AI can handle the numbers and repetitive tasks, but the relationships, explanations tailored to clients, and the trust built with them remain the differentiator. The focus should be on leveraging AI to augment the human advisor, not replace the advisor's core value.
Episode 157: Retention Secrets Every Accounting Firm Needs to Know
Q: What role does company culture play in retaining employees? How can businesses shape a positive and inclusive culture?
Company culture is important and should be clearly defined. Too many firms lack clear cultural goals, making it challenging to maintain a positive work environment.
Episode 157: Retention Secrets Every Accounting Firm Needs to Know
Q: How important is employee engagement in retention? Like what are some effective ways to increase engagement?
Engagement is crucial and can be improved by regular check-ins and understanding each employee's goals and motivations.
Episode 157: Retention Secrets Every Accounting Firm Needs to Know
Q: What do you think are the top reasons employees leave organizations? Like, how can employers proactively address the issues?
Overwhelmingly, employees leave for people-related issues, such as their relationship with their boss, lack of work-life balance, no career prospects, or personal issues.
Episode 154: Wize Factor Chat: Daniel Vasin - Vasin Holdings Pty Ltd
Q: What was the aha moment that you felt like, okay, this is something that will probably help me on the long run?
Daniel realized he wasn't achieving his business goals and believed that Wize would give him the best chance at success.

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Frequently Asked Questions About The Wize Way

What is The Wize Way about and what kind of topics does it cover?

The show centers on helping accounting and bookkeeping firm owners scale their businesses beyond dependence on a single leader. Episodes consistently explore growing through scalable services, standardizing operations, leadership and culture, and leveraging systems such as SOPs, KPIs, and daily huddles. A recurring theme is implementing practical frameworks to achieve growth while maintaining work-life balance, with real-world anecdotes from firms in Australia, the U.S., and beyond. A standout aspect is the emphasis on turning advisory-led practices into repeatable IP and on building a team-driven organization that can operate without the founder. This makes it a practical, nerd-level playbook for owners seeking tangible, implementable impr... more

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Which podcasts are similar to The Wize Way?

These podcasts share a similar audience with The Wize Way:

1. Chanticleer

How many episodes of The Wize Way are there?

The Wize Way launched 5 years ago and published 196 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Wize Way?

Recent guests on The Wize Way include:

1. Jane Pollard
2. Ed Chan
3. Megan Sexton
4. Gay Hendricks
5. Jamie Johns

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