• How to Become a Trusted Advisor with Ryan Bakke

  • Nov 20 2024
  • Length: 33 mins
  • Podcast

How to Become a Trusted Advisor with Ryan Bakke

  • Summary

  • Ryan Bakke shares his remarkable journey from college to securing a position at a prestigious Big Four firm, to owning his firm, Tax Strategy 365. Ryan’s expertise doesn’t stop at numbers; he’s a master at building community and implementing innovative marketing strategies. We explore how he effectively engages his audience and cultivates a loyal client base, which has been essential to his success. Throughout our conversation, we touch on essential sales techniques and how Ryan has navigated the inevitable challenges that come with entrepreneurship. His candid stories and practical advice are sure to resonate with anyone looking to enhance their sales acumen.

    As we dive deeper, we discuss the importance of niche specialization in today’s competitive market. Ryan shares his plans for the future, including how he intends to continue evolving his practice while maintaining a strong focus on his target audience. This episode is packed with inspiration and actionable insights that every aspiring accountant and entrepreneur will find valuable. Tune in to hear how Ryan’s journey can guide you on your own path from zero to millions!


    What you'll hear in this episode:

    [2:05] Ryan's Journey To Becoming a Firm Owner

    [4:50] The Entrepreneurial Leap

    [6:35] Building a Community and Marketing Strategies

    [12:55] Sales Techniques and Overcoming Challenges

    [26:25] Niche Specialization and Future Plans


    Check out Ryan's Facebook group https://www.facebook.com/groups/taxsmartinvestors/

    Connect with Ryan https://www.linkedin.com/in/learnlikeacpa


    Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

    Connect with Bilal https://www.linkedin.com/in/bmehanna/

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