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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/
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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!
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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
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. 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
3
22 ratings
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 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
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. 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
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