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,” this episode will show you how to get your time back, without losing client trust.

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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

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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