The Client Retention Nightmare: Why Clients Ghost You (And How to Fix It) | Unf*ck Your Business Series

Train Wreck Show

You know what’s fun? Saving thousands on taxes. You know what’s not fun? Thinking you’ve mastered the system after one year and then getting steamrolled by the IRS. Enter CPA Ryan Bakke, who’s here to spill the tea on why real estate investors keep ghosting him (big mistake)--and how he’s plotting his comeback.

This week, Perry and Emma welcome CPA-extraordinaire Ryan, who helps real estate investors (legally) save a boatload of cash on taxes. But plot twist–his clients are ghosting him after just one year! Apparently, once they learn his wizardry, they think they can do it themselves. (Spoiler alert: They cannot.)

So, what’s the fix? Perry and Emma dig into the art of client retention, the actual value of ongoing tax strategy, and why people need to be reminded–year after year–that DIY tax planning is like cutting your own hair: a disaster waiting to happen.

Plus, Perry drops dating analogies (as usual), Emma roasts his life choices (again), and somehow, we still manage to deliver solid business advice.

Listen now, take notes, and maybe book a call with Ryan before the IRS books one with you. Buckle up, folks! It’s time for another glorious derailment on The Train Wreck Show!

🔥P.S. You think Perry and Emma can fix your business? Apply here:👉 https://trainwreckshow.com/contactus

“Frankly, marketing is pretty much like dating, right? There has to be a time commitment and there's a certain amount of interactions that you have. If you take a girl to the same place on all four dates, your odds are lower than if you take her to four different places.” ~ Perry Belcher

In this Episode:

- Meet Ryan Bakke, CPA

- The client retention dilemma

- Pricing breakdown & revenue insights

- The 70% churn rate problem

- How Ryan attracts clients

- Perry’s "dating strategy" for marketing

- Why branding your offer matters

- The importance of a strong post-call funnel

- Why clients are ghosting your calls

- Optimizing your offer to attract clients

- Strategies to improve your retention rate

- Applying the 4 Magic Boxes model

Resources:

- Website - https://www.trainwreckshow.com

- Join the Driven Mastermind - https://drivenmastermind.com/

- Join the Ignite Mastermind - https://ignitemastermind.org/

- 7-11-4: The Ultimate Framework for Earning Trust - https://open.spotify.com/episode/5gPSk5hQehiFui9wzpCqhs

- The 4 Magic Boxes That Drive Any Business - https://open.spotify.com/episode/4cr39JzulJBpKV5HeyPhaC

- Book: Blue Ocean Strategy by W. Chan Kim and Renée Mauborgne - https://www.amazon.com/dp/1591396190

- Workshops, GPTs, and Other Resources - https://trainwreckshow.com/companion-tools-optin/

Connect with Ryan Bakke:

- Website - https://taxstrategy365.com/

Connect with Perry Belcher:

🌐Website - https://perrybelcher.com/

👤Facebook - https://web.facebook.com/perry.belcher1

📷 Instagram - https://www.instagram.com/perry.belcher/

▶️YouTube - https://www.youtube.com/user/perrybelcher

Connect with Emma Rainville:

🌐Website - https://www.emmarainville.me/

👤Facebook - https://web.facebook.com/queenofops/

📷 Instagram - https://www.instagram.com/emma_rainville512/