Episode 162: The Habits of a High-Performing Senior Client Manager episode artwork

EPISODE · Jun 19, 2025 · 1H 1M

Episode 162: The Habits of a High-Performing Senior Client Manager

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

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward sits down with Jamie Johns to unpack one of the most pivotal roles in any accounting or bookkeeping firm: the Senior Client Manager (SCM).Jamie reveals why the SCM is often the hardest role to hire—and the most powerful when done right. They explore how the right SCM can free up the owner’s time, create team leverage, and drive firm growth. From defining the difference between an entrepreneur and an intrapreneur to outlining leadership responsibilities, recruitment tips, and daily habits, this episode is packed with real-world advice for firm owners ready to scale.Whether you're acting as the SCM, looking to hire one, or struggling to let go—this episode will show you how to build a stronger, more productive firm by finding the right person for this key role.________________  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

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward sits down with Jamie Johns to unpack one of the most pivotal roles in any accounting or bookkeeping firm: the Senior Client Manager (SCM). Jamie reveals why the SCM is often the hardest role to hire—and the most powerful when done right. They explore how the right SCM can free up the owner’s time, create team leverage, and drive firm growth. From defining the difference between an entrepreneur and an intrapr...

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Episode 162: The Habits of a High-Performing Senior Client Manager

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This episode was published on June 19, 2025.

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In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward sits down with Jamie Johns to unpack one of the most pivotal roles in any accounting or bookkeeping firm: the Senior Client Manager (SCM).Jamie reveals why the SCM...

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