Episode 30: Client Portfolios: How to Allocate Clients to Teams EffectivelyDESIGN - business planning, systems, processes, production, techIn this episode of The Wize Guys Podcast, Ed Chan and Jami Johns with the Wize Mentors, Timothy Causbrook and Thomas Sphabmixay tackled client portfolios and how to allocate clients to teams effectively. This is important because it helps keep your staff balanced so they know what needs to be done day-to-day!Discover how you can allocate clients among teams effectively in order not to overwhelm any given person or group with too many tasks at once.Timestamps:1:28 - The importance of building client portfolios3:10 - Hiring tips: junior client manager vs senior client manager4:52 - The roles of client managers within the traffic flows12:14 - How to match accounting managers to clients13:31 - The rule of thumb when it comes to identifying fees15:28 - Why communication skills are critical in recruitment17:11 - Who is more busy: accountants or bookkeepers20:58 - The common challenges in structuring the client portfolios26:37 - When is the ideal time to hire a senior production manager31:49 - Tips and tools for managing client portfolios38:23 - Defining what client-facing is41:24 - Why capacity planning is essential to allocate time for A-D clients44:53 - Key takeawaysQuotations:“...owners tend to be client managers by nature.” - Tim Causbrook“It's very important that whoever you choose as the client manager is a people person and can relate to different people.” - Jamie Johns USEFUL LINKS:Get to know more about the No Bypass Policy Video 5.3 - How to Implement an Assistant Client ManagerGET 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 ________________ 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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