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The Wize Way

The Wize Way

By: 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.

© 2026 The Wize Way
Economics Leadership Management Management & Leadership
Episodes
  • Episode 191: The Art of Letting the Right Work Find the Right Hands
    Feb 19 2026

    You're doing everyone else's job but your own. Client requests pile up, tasks that should belong to your team keep landing on your desk, and no matter how hard you work, the list never gets shorter.

    In this episode of The Wize Way Podcast, we break down a powerful delegation framework that helps firm owners finally get the right work to the right hands:

    ✅ Why 80% of what you do daily probably isn't your job as CEO

    ✅ The "task bucket" exercise that reveals where your firm's work really belongs

    ✅ The difference between delegating and deleting — and why both matter ✅ How to stop micromanaging and start setting outcomes that empower your team

    ✅ Why simplicity is the most underrated efficiency gain in your firm

    If you're ready to stop being the bottleneck in your own business and start building a firm that runs without you, this one's 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 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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    59 mins
  • Episode 190: Why Your Team Is Out of Sync and How Daily Huddles Fix It in 15 Minutes a Day
    Feb 12 2026

    Is your team “busy” but still out of sync, because nobody has a simple daily rhythm to align priorities and surface issues early?

    Most firm owners try to fix productivity with bigger meetings, more tools, or more chasing. The result is the same: scattered communication, silent bottlenecks, and leaders carrying the mental load of the whole firm. A Daily Huddle solves that by creating a short, repeatable moment where the team reconnects every morning.

    In this episode of The Wize Way Podcast, the Wize coaching team breaks down how 15 minutes a day can reset alignment, improve follow-through, and build a calmer operating rhythm, sharing practical insights on:

    ✅ Why the huddle must stay short and structured.

    ✅ The three questions that keep everyone aligned: what’s on today, what roadblocks are you facing, and who can help
    ✅ How daily huddles reinforce your team structure by keeping work and communication in the right lanes
    ✅ Why owners must show up early to cement the habit, before handing it off with confidence
    ✅ A simple add-on that stops “quick questions” from derailing the day

    If you want a team that feels aligned, accountable, and clear every day, and a firm that runs smoother without you needing to be everywhere at once, this conversation is essential listening.

    ________________

    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

    Show More Show Less
    1 hr
  • Episode 189: Building a Strong Team Connection in 30 Minutes a Week
    Feb 5 2026

    Is your firm suffering unnecessary churn because you’ve lost real connection with your staff?

    Most firm owners try to grow their teams without ever building the connection rhythms that actually keep people engaged. The result? Surprise resignations, scattered communication, and leaders stretched thin trying to hold everything together.

    In this episode of The Wize Way Podcast, the Wize coaching team breaks down how just 30 minutes a week can transform retention, performance, and clarity across your firm, sharing practical insights on:

    ✅ Why weekly one-on-ones (through your leadership chain, not all on you) are critical to retention
    ✅ How to structure simple, repeatable one-on-ones around wins, goals, productivity, and development
    ✅ The meeting rhythm that creates calm: daily huddles, weekly manager touchpoints, and monthly all-hands
    ✅ How to build real connection so issues surface early, not through surprise resignations
    ✅ Practical ways to scale communication as your team grows, without burning yourself out

    If you want a team that feels supported, aligned, and accountable, and a business that doesn’t depend on you being everywhere at once, this conversation is essential listening.

    ________________

    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

    Show More Show Less
    23 mins
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