Episode 100: Be a Next Level Client Manager episode artwork

EPISODE · Apr 4, 2024 · 33 MIN

Episode 100: Be a Next Level Client Manager

from The Wize Way · host Wize Mentoring for Accountants and Bookkeepers

Are you trying to hire for your firm?We transform accounting & bookkeeping firms by building exceptional leaders, teams, and systems that get results. Find out how we can help you find your next local or offshore team member: https://www.wizementoring.com/wizetalent-thankyou/________________In this week's episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Thomas Sphabmixay discussed the role of the Client Manager and what are the tasks they are mainly responsible for. They also talked about the essential skills that will help client managers be effective in their role such as managing expectations, same-day turnaround, handing over tasks to ACM, and no bypass policy. So, let's explore the essential role of client managers in professional firms as industry experts discuss the blend of technical prowess, communication skills, and leadership required for success. Gain insights into effective delegation, team dynamics, and nurturing emotional intelligence to enhance client satisfaction and internal productivity. Tune in to today's episode!________________  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

Are you trying to hire for your firm? We transform accounting & bookkeeping firms by building exceptional leaders, teams, and systems that get results. Find out how we can help you find your next local or offshore team member: https://www.wizementoring.com/wizetalent-thankyou/ ________________ In this week's episode of The Wize Guys Podcast, Ed Chan, Jamie Johns, and Thomas Sphabmixay discussed the role of the Client Manager and what are the tasks they are mainly responsible for. They al...

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Episode 100: Be a Next Level Client Manager

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Are you trying to hire for your firm?We transform accounting & bookkeeping firms by building exceptional leaders, teams, and systems that get results. Find out how we can help you find your next local or offshore team member:...

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