Wisdom in Progress

Accelerate Your Firm


In this course, we will cover topics beyond just creating leaders and winning fees. This fast-paced program includes practical insight into important practice management issues that affect your firm every day. In addition to the results-based insights from Martin's 20 years of experience working with the accounting profession, you'll learn first hand from peers and practitioners, along with cutting-edge thought leaders and renowned authors in our field.

As a result of this unique mix of content, you'll get the accelerated insight you need to structure your firm and your career to reach your goals more quickly. You get an almost unfair advantage by putting what we cover in this series to work in your practice.

Using a micro-learning format of 10 minutes or less, even the busiest accounting professional can easily make significant progress. The bite-sized instruction is designed to make it easier to gain the key competitive leverage you need over other firms to get top-quality clients. They will see you as the superior choice every time.

You'll absorb wisdom from key thought leaders such as:

  • Your host, Martin Bissett of Upward Spiral Partnership, sharing practice management wisdom
  • Chris Hooper, with insights on the future of the profession
  • Mark Wickersham on becoming an expert
  • Paula Gill on seeing the path forward
  • Stephen Hamlet on facing accounting firm challenges
  • Paul Dunn, the Godfather of The Added Value Movement, on how accountants create magic

Wisdom in Progress is all about becoming the best of the best.


Major Subject Covered

  • How to give yourself the competitive advantage you need to reach your professional goals faster

Learning Objectives

  • Identify ways to improve your confidence as a practitioner

  • Learn how to tell your value story

  • Identify types of business owners

  • Identify the key takeaways from the wisdom shared by thought leaders and practitioners featured in this course

Martin Bissett

Founder of The Bissett Group

Martin Bissett has worked with over 2,000 accounting firms across 44+ countries since 1998, helping them generate over £500m in recurring fees. As an advisor to accounting firms and FinTech companies at board level, his clients include major names like Intuit, Dext, Xero, IRIS, and ICAEW.

A prolific speaker and author, Martin delivers 10-20 keynotes annually and has written 14 books, including the bestseller Passport to Partnership and Never Mind The Bullets. His work is part of accounting curricula in both the UK and US.

Martin’s career spans the globe, including 23 US states, and his expertise has earned him global recognition. More recently, he has published children’s literature with The Climb and Letting Go, with another release planned for 2025.

Course curriculum

  • 1

    Martin's Practice Management Wisdom

    • CPE Topics and Learning Objectives

    • Episode 1 - High Self-Worth & Your Stories

    • Review Question #1 (Required for CPE)

    • Episode 2 - Your First Impressions

    • Episode 3 - Scope Creep and Seep

    • Episode 4 - Dangers of Underpricing

    • Review Question #2 (Required for CPE)

    • Episode 5 - Your Value Stories

    • Episode 6 - Your Unique Identity

    • Episode 7 - Who You're Talking To

    • Episode 8 - Quantifying Your Value

    • Episode 9 - Why Not Time for Money

    • Review Question #3 (Required for CPE)

    • Episode 10 - The People Behind the Numbers

    • Episode 11 - Pass the Ultimate Test

    • Assessment #1 (Required for CPE)
  • 2

    Wisdom from Chris Hooper, Accounting Futurist

    • Episode 12 - Greatest Opportunities (Part 1)

    • Review Question #4 (Required for CPE)

    • Episode 13 - Greatest Practice Insights (Part 2)

    • Review Question #5 (Required for CPE)

    • Episode 14 - Greatest Achievements for Clients (Part 3)

    • Episode 15 - Pricing & Presentation (Part 4)

    • Review Question #6 (Required for CPE)

    • Episode 16 - The Road Ahead (Part 5)

    • Assessment #2 (Required for CPE)
  • 3

    Wisdom from Mark Wickersham - Becoming an Expert

    • Episode 17 - Starting A Practice

    • Review Question #7 (Required for CPE)

    • Episode 18 - Pressures, Growth & Pricing

    • Episode 19 - Path to Thought Leader

    • Review Question #8 (Required for CPE)
  • 4

    Wisdom from Paula Gill - The Path Forward

    • Episode 20 - Accountants and Business Needs

    • Review Question #9 (Required for CPE)

    • Episode 21 - Service Development Challenges

    • Episode 22 - What Accountants Typically Lack

    • Episode 23 - Building Soft Skills

    • Assessment #2 (Required for CPE)

    • Episode 24 - Business Information Network

    • Review Question #10 (Required for CPE)
  • 5

    Wisdom from Stephen Hamlet - Accounting Firm Challenges

    • Episode 25 - Ongoing Challenges for Accounting Firms
  • 6

    Wisdom from Paul Dunn - The Godfather of The Added Value Movement

    • Episode 26 - Accountant Impact & Mountain of Value

    • Review Question #11 (Required for CPE)

    • Episode 27 - At the Sharp End

    • Episode 28 - Head in the Cloud

    • Review Question #12 (Required for CPE)

    • Episode 29 - Moments of Connection

    • Episode 30 - Creating Magic

    • Final Assessment (Required for CPE)

Wisdom in Progress

Gain the competitive leverage to get top-quality clients

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