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Kristy Fairbairn wrote her vision, mission, and values early in her business journey. She pinned them above her desk and told nobody. Not her team, not her clients. For years, they changed nothing about how the firm ran.
In this episode, Kristy walks through what she does differently now, and how those three statements became the filter for who she hires, which clients...
Someone once told Ed Chan he should write a checklist. He was working 100 hours a week, so his answer was the obvious one. Where was he supposed to find the time?
Everything that eventually got him out looked like that. The checklist. Training the hire. Writing the policy. All of it sat in the pile he would get to once things calmed down, and things never calmed down. E...
Have you ever lost a great team member out of nowhere, with no warning signs and no explanation that made sense?
In this episode, Raul takes us inside the Wize Hub for a full walkthrough of the tools built to stop that from happening. From the team NPS to the career and energy audits, he shows how firm owners can get a true 360 view of how their people are really feelin...
Every hire that goes wrong can usually be traced back to one step someone decided to skip. Not because they were careless, but because they were busy and it seemed like the step that mattered least.
In this episode of The Wize Way Podcast, Dani breaks down how to run a proper recruitment process without a recruitment team: working out who you actually need, getting the ...
There is a version of your pipeline where every lead has a clear next step and someone responsible for it. Getting there takes 30 minutes a week.
In this episode of The Wize Way Podcast, Thomas walks through the sales meeting rhythm Wize teaches firm owners to run with their client managers, and why it works better than any CRM or automation your firm could buy.
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