In this episode, Peter sits down with his client, Ryan, who has experienced remarkable success in scaling his real estate tax planning business from $100,000 a year to $1.7 million in just two years. They discuss Ryan's journey, sharing insights and strategies used to achieve this remarkable growth. Ryan candidly talks about the mistakes he made in the early days of his business and how he transitioned from charging hourly rates to offering high-value subscription models. They delve into the importance of quality leads, efficient marketing strategies, and the art of playing the long game in sales. Ryan's openness about his experiences offers valuable lessons for entrepreneurs and professionals in the field of professional services.

Follow Ryan online: https://www.instagram.com/learnlikeacpa/

Timestamps:

[00:00:00] Intro

[00:02:48] Client's real estate tax planning success story.

[00:05:06] Hourly billing causes friction with clients.

[00:09:18] Hard work, mapping ideal clients, financial success.

[00:12:53] Struggling to sell, missing out on opportunities.

[00:15:39] Cold leads may convert with nurturing sequence.

[00:19:42] Encourage set up early, track traffic sources.

[00:21:58] Quality leads are crucial for business success.

[00:25:32] Convert sales calls to successful marketing strategy.

[00:27:28] Customer complimented efficient and user-friendly system.

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