How Do You Separate Yourself

From The Crowd?

I've been with Redwood for 15 months now and during that time Bill and the team have continued to add new services to enable us in the field! It's a long story, but I have just submitted my first case…….. however I currently have 4 CPA's who will be submitting cases over the next couple of weeks thanks to the tools we have available. THANKS, BILL to you and our support team!!

After 29 years in the financial services industry, I have never been associated with a team of individuals who possess the integrity and competency as do the members of Redwood Tax Specialists. This team not only knows tax reducing strategies, but excel in their ability to layer those strategies to efficiently maximize tax reductions for their clients. When I refer individuals who have complex tax planning needs to the Redwood Tax Specialists team, I do so with the assurance that they are receiving the best help available in the industry today.

Well, this has been a very exciting week and this morning kept up that amazing momentum as well. Just got off a very spirited call with a $190M net worth attorney who's sending us all kinds of things to dig into....and the first tax return I reviewed this morning had a gross income of over $200M (single owner S-Corp). Amazing work finding these insane cases - keep em up!

Last Saturday, when I couldn't find the video of Scott telling us about the plight of the 1040 CPAs, I got a little frantic because I had promised a client/whale to show it to her, and she was about to arrive at my office. I thought to myself, "Should I bother Bill at 5:00 in the afternoon on a Saturday when he's relaxing with his family? I decided to, because of the importance of the upcoming meeting, and you answered, "This must be good news," which baffled me a little. Then, as soon as I hung up, I realized it was 8:00 pm where you were! I apologize! Never again (unless it's good news). Just goes to show that YOU ARE TOTALLY THERE FOR US.

If you’re a shy introvert and have no people skills or sales skills then you may want to just move on now and don’t bother to read this as you're probably in the wrong industry.

If you’re hungry for success and believe in yourself, if you have some game and have just been looking for and craving the right playing field to get on then I highly recommend you hitch your wagon to William Hall III and Redwood Tax Specialists. They offer a beacon of light in an otherwise murky and crowded sea of advisors and planners. Bill is a master of clearing away all the minutia and pointing you directly at the activities and road map to connecting with the right clients through the right relationships and the ability to cut away all the meaningless wasted time trying to one-up or displace some other advisor.

With Bill and Redwood you learn how to stay focused, and keep your eye on the ball, which as he likes to say is “keep the main thing the main thing.” He removes all ego from the table, and helps us to connect the back office experts with the right set of circumstances that will turn into a win-win situation for the client, the advisor and a team of trusted professionals that give the best tax advice and guidance to the clients that so need and want it. There has never been a better path to that than what Redwood has formed and continues to form.

I have worked with Bill for several years now, and I can tell you from personal experience he wants nothing more than to build a fleet of successful highly motivated financial services professionals. He is constantly thinking of ways to drill down and make us laser-focused on what we need to do to create and fill our pipeline with opportunity. It is absolutely not about being the smartest guy in the room and he shows us how being full of yourself is probably your biggest obstacle to overcome. You don’t get a hole by banging your drill and drill bit into the surface. The tool is designed to work a certain way and if you use it that way you will get results. He has designed a method with Redwood Tax Specialists to take you straight to the target you have always wanted to get to even if you never met that target before. Opportunity knocks on every man’s door but most miss it because it’s dressed in overalls and looks like work.

I am not sure where and when I heard this, but when I did it really resonated with me. When opportunity and preparedness meet success occurs. Redwood Tax Specialists is one of those rare opportunities. Besides providing the opportunity, Bill, Ryan and Scott are taking the time to prepare all of us. Thank you Bill, Ryan and Scott for taking the time to prepare us and providing this wonderful opportunity to accomplish it. Now it's our responsibility to roll up our sleeves and do the work, and success will be the end result.