EPISODE · Sep 25, 2025 · 31 MIN
Episode 173 - Onboarding Secrets for Retention
from The Wize Way · host Wize Mentoring for Accountants and Bookkeepers
Onboarding That Boosts RetentionMost firm owners treat onboarding as a checklist. The result? Confused hires, wasted training, and early staff turnover.In this episode of The Wize Way Podcast, Dani Bray unpacks:✅ Why onboarding starts before day one (and how pre-boarding builds trust) ✅ The 30/60/90-day structure that sets hires up for success ✅ How daily huddles and end-of-week check-ins accelerate confidence ✅ The role of culture, career paths, and training in long-term retentionIf you’re ready to stop “winging it” with new hires and start building a team that sticks, this episode is for you.________________ 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
What this episode covers
Onboarding That Boosts Retention Most firm owners treat onboarding as a checklist. The result? Confused hires, wasted training, and early staff turnover. In this episode of The Wize Way Podcast, Dani Bray unpacks: ✅ Why onboarding starts before day one (and how pre-boarding builds trust) ✅ The 30/60/90-day structure that sets hires up for success ✅ How daily huddles and end-of-week check-ins accelerate confidence ✅ The role of culture, career paths, and training in long-term...
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Episode 173 - Onboarding Secrets for Retention
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