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 168: Clients Only Want to Deal with You? That’s a Problem
The Wize Way
23 minutes
2 months ago
Episode 168: Clients Only Want to Deal with You? That’s a Problem
Is your firm stuck because every client wants to talk to you? That’s not loyalty, that's a business bottleneck. In this episode of The Wize Way Podcast, Ed Chan unpacks: ✅ Why owners become the bottleneck in client relationships ✅ The hidden cost of flat teams (where one person does everything) ✅ How to build a Client Minding Team that frees you to scale ✅ Transitioning client trust without damaging relationships If you’re tired of being “the only one clients will deal with,” thi...
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...
