Episode 4: How to make your clients deal with your client managers and not you

Episode 4: How to make your clients deal with your client managers and not youIn this episode of The Wize Guys, Brenton Ward and Ed Chan in the participation of Wize Tribe members tackle about the things to know in transitioning clients to deal with client managers in every accounting and bookkeeping firm.You might be seeing a pattern now - creating efficient operations for your firm. You’ll hear the lessons that Ed, Jamie, and Brenton have learned about managing teams and how to structure them to handle probably the most time-consuming part of running a firm - communicating with clients.Find out how you can start to implement this strategy in your firm today!Timestamps:1:10 - How to manage clients3:34 - Ed’s journey from being a prisoner of his business to freeing up his time7:20 - The importance of implementation10:46 - Existing clients VS new clients16:06 - Reasons why clients managers should have strong interpersonal skills20:34 - Tips for transitioning clients to your client's managers23:03 - Client manager roles: working part-time VS full-time27:04 - How to cross-check clients’ feedback30:49 - Best strategy to allocate your people to training33:31 - The difference between hiring offshore to part-time and full-time team members40:54 - Hiring junior staff VS senior staff47:40 - Why you should start creating Standard Operating Procedures (SOP)48:43 - How to allocate work and capacity with your teamQuotations:“... the worst feeling in the world is to lose clients. So you gotta put systems in place so that, it allows you to have control without being controlling.” - Ed ChanUSEFUL LINKS:WizeVault - Step #11: Net Promoter ScoreGET IN TOUCH!Website: www.wizementoring.comFacebook: https://www.facebook.com/wizementoring/Twitter: https://twitter.com/wizementoringLinkedin: https://www.linkedin.com/company/wizementoring/Instagram: https://www.instagram.com/wize.guys/?hl=enEmail: [email protected] the full transcript here.________________  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