Most firm owners don’t realize they’ve built habits that keep them trapped inside their own business. They’re working harder, staying later, and solving every problem themselves - but every time they step in, they take the job back. In this episode of The Wize Way Podcast, Ed Chan breaks down the #1 habit that’s holding firm owners back - bypassing their team. He explains why every time you answer a client directly or fix an issue for your staff, you’re actually stopping your business from w...
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Most firm owners don’t realize they’ve built habits that keep them trapped inside their own business. They’re working harder, staying later, and solving every problem themselves - but every time they step in, they take the job back. In this episode of The Wize Way Podcast, Ed Chan breaks down the #1 habit that’s holding firm owners back - bypassing their team. He explains why every time you answer a client directly or fix an issue for your staff, you’re actually stopping your business from w...
Episode 158: How to Convert Leads Every Time: Your Lead Allocation System
The Wize Way
1 hour 4 minutes
5 months ago
Episode 158: How to Convert Leads Every Time: Your Lead Allocation System
In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook with Jamie Johns and Ed Chan dive into the critical importance of having a Lead Allocation System in place. They discuss their strategy for consistently converting leads and the significance of building meaningful relationships with potential clients from all industries. With competition increasing, it's more vital than ever for bookkeeping and accounting practice owners to engage with prospects ea...
The Wize Way
Most firm owners don’t realize they’ve built habits that keep them trapped inside their own business. They’re working harder, staying later, and solving every problem themselves - but every time they step in, they take the job back. In this episode of The Wize Way Podcast, Ed Chan breaks down the #1 habit that’s holding firm owners back - bypassing their team. He explains why every time you answer a client directly or fix an issue for your staff, you’re actually stopping your business from w...
