How Do You Separate Yourself
From The Crowd to Attract CPAs With Their Biggest Clients?
How Do You Separate Yourself
From The Crowd to Attract CPAs With Their Biggest Clients?
10x Your Business with Our Managing Director Partnership Opportunity
"You don't have to be a heart
surgeon to own a hospital, and you don't have to trim trees to own a landscaping business." - Bill Hall
This is a "done-for-you" business opportunity. As a Managing
Director, you'll have one focus... Promote the back office.
Director, you'll have one focus... Promote the back office.
Learn how I made Top of the table in my first 6 months and earned $1 million in annuity and life commissions in my first year working with CPAs
Learn how I made Top of the table in my first 6 months and earned $1 million in annuity and life commissions in my first year working with CPAs
NOW, you can too - easier, faster and better because the years of hard work have been done for you.
You just don't build a company and brand like this overnight. Our step-by-step guidance with Accelerator Academy to track our progress together along with our weekly private mastermind group meetings and our one-on-one mentorship, you will have an unfair advantage to 10X your business as an MD with the Redwood Tax Specialists team!
Would you rather spend years and tens of thousands of dollars replicating this yourself? Or would you rather get started today?
A. Q&A
$49 *One time charge and no set up fee
- One-on-one 15 minute hard stop strategy session
See the video at the top of this page before scheduling your strategy call. *Required
William Hall has earned over $8 million in annuity, tax planning fees and life commissions.
William earned the MDRT Top of the Table status in his first 6 months working with CPAs earning over $1,000,000 in annuity and life commissions in his first 12 months working with CPAs and other insurance agents.
B. REFERRAL PARTNER
$147/mo *NO SETUP FEE
- Access to back-office is limited to one case per week
- Access to the CBA Mastermind private Facebook group
- Access to MyTaxDesign app to help you ask the right questions to the right prospects and at the right time ($2,200 value) weekly training Zoom conference calls
- Cell phone access to Bill Hall limited to one 15 minute call per week
- May upgrade to Managing Director anytime within your first 30 days
- Access to our sales scripts and videos in our private Facebook group.
*Best suited for anyone looking to get started with no commitment
C. PREFERRED PARTNER
$297/mo *NO SETUP FEE
- CPA and Client Meetings Done for you!
- This is a done-for-you business model. It is a complete eco system where you only wear one hat and simply promote the tax professionals at Redwood Redwood Tax Specialist (*does NOT include 15 free CPA leads, branding, websites, or Fortune Magazine rights to reprints.)
- Access to CPA letters, videos, powerful sales scripts that attract CPAs weekly, Private Mastermind group weekly ZOOM meetings. Learn from the best in the business.
- Online personal portal to track your pending business $2,500 (value)
- Your back-office is able to reduce taxes by around 50% almost 100% of the time while helping CPA bill more hours and increase their tax advisory fees... this is our unique value proposition
- Full access to Accelerator Academy, sales presentations and every script we use, videos and more
- 50% payout on all Premium Financing business on a done-for-you basis
- This is a done-for-you business model. It is a complete eco system where you only wear one hat and simply promote the tax professionals at Redwood Redwood Tax Specialist (*does NOT include 15 free CPA leads, branding, websites, or Fortune Magazine rights to reprints.)
*May upgrade to Managing Director any time within 30 days. 12 month minimum contract required.
D. MANAGING DIRECT0Rwith a one time fee of $4540. All access partnership
$397/mo *$4540 upfront
- Includes A, B and C and all you have to do is promote your back-office team, be coachable and we do the rest (B & C $4,700 value)
- Pro website 1 to share with CPAs and Accountants ($6,000 value)
- Pro website 2 to share with business owners and wealthy individuals ($6,000 value)
- Reprints available to purchase from Fortune Magazine's two page article featuring Redwood Tax Specialists on how we work with our MD's and CPAs ($51,700 value)
- 15 Guaranteed CPA leads (protected list) that have expressed interest in speaking with you ($1,140 value)
- Unlimited cell phone access to Bill Hall and the back-office
Franchise alternative included
- Redwood and the Professionals work for you. This not a co-brand. This is professional branding with a license agreement to partner with Redwood Tax Specialist as a Managing Director (Too high to list the value)
Up to 100% payout on all Premium Financing and training or a done for you with a 70% payout, your choice.
*12 month minimum contract required
* Total minimum value of our hard cost: $58,840 - see your total cost below
Testimonials
Testimonials
They are delivering on what they said...
Bill/Ryan are going above and beyond any expectations, I ever thought of having when I joined CBA in February. They are delivering on what they said and working to make sure we experience success if we put in the work. Connecting us with Redwood Tax Specialists, Universal Tax Specialist, UFC with Steve Gilbert/Joe has been a BIG plus. It's been a long time since I have been this excited about the business.
- David Brown
- David Brown
Great way to start out the New Year!
Shout out to Bill, for jumping on a call with me - and helping them to see what Redwood can do for them, as well as their client.
1st CPA - said she had a few clients paying in the $200,000 range. She is going to start with the best one, and the team at Redwood will show her what we do.
The 2nd CPA – said, “I only have 1 - but he is worth $100 MILLION”. I told him that we only needed one, and that I would like to invite our CEO, Bill Hall, into our call. I asked the CPA if he would hold for just a minute. He agreed, so I took the chance - since most of the time Bill answered his phone. After talked with the CPA, the CPA said, “Yes, I want to see what you can do.” So now we start the process, putting this information in to MY TAX DESIGN, and allowing the team at Redwood to do their magic!
-John Hart
-John Hart
The results simply speak for themselves...
Bill's extensive experience in the industry, and prowess in coaching through difficult situations earns him a firm but friendly reputation, as he is referred to by some as Uncle Bill. He has certainly empowered me to take my potential to a whole new level, and the results simply speak for themselves.
- Scott Fedyshyn, CPA®, CFP®, CTC, CTP, CMA, CFM, MSA
- Scott Fedyshyn, CPA®, CFP®, CTC, CTP, CMA, CFM, MSA
...The client is worth in total about 50 million.
Good afternoon. Just wanted to share something with the group. Please remember to look for clients everywhere. In another Facebook group I am a member of, someone presented a question about helping a tax client with deferring taxes? This CPA said he was not familiar with all of the ways to save people money in the future on stock sales and capital gains. I said I was a part of a group that could help with that very situation and we set up a time to talk the next day, which ended up being Friday of last week. Once we started our conversation, we realized we were only about 1.5 hours away from one another and made plans to meet in the future at events. He then describes the clients and the situation. To make a long story shorter, the client is worth in total about 50 million. Man am I glad I reached out to him. We had a conversation with Scott Fedyshyn today and starting the process. Very Exciting. Just talk about what our group can do and you will benefit other people and yourself. Thanks for reading everyone. Keep on the lookout!
-Matthew Carrier
-Matthew Carrier
Thx for ur wisdom!
Bill, it’s been my Achilles heel for years as a life, annuity, LTC agent, and your mentoring made me finally understand all those objects offered were to the technician!!!! Totally see the Redwood model as the ONE THING solution for me to deliver massive value and separate from the technician ‘RED OCEAN’ forever! Thx for ur wisdom!
-Rick Hoopes
-Rick Hoopes
The mentorship zoom conferences are a tremendous morale boost...
The mentorship zoom conferences are a tremendous morale boost as well as a very helpful format for adding true program-related substance to our mission. Hearing about partner successes and learning curves opens us all to possible road maps to follow. Bill’s direction is inspiring and always reality-based. No BS! And, greatly appreciated!
-Don Murphy
-Don Murphy
I have not seen this level of complete commitment...
I flew fighters in the US Air Force for 20 years. One thing I always loved about the Air Force was the amount of training they provided in order to make every airman as successful as possible, we recognized that we were only as strong as our weakest link. A lot of resources were expended on each individual to make sure the Air Force was successful whenever or wherever it was used.
-Terry Lang, Lt Colonel, USAF (Retired)
-Terry Lang, Lt Colonel, USAF (Retired)
He just asked me, "can I just send you my tax return"
Good morning. I was on a webinar and while on my client called. He was one of the 4 referral letters that I have sent out os of this date. I have worked with this client and his firm for over 25 years. He just asked me, "can I just send you my tax return". I said sure. He pays over $330,000 in taxes. I will be sending out more of the referral letters!!! Great job that Bill, Ryan, Scott, and Chad are doing. My partner, Brian Mitteldorf and I are working hard to be in the top 30. Hopefully, we will see you all there.
-Steven Kanner
-Steven Kanner
I could not have done what he seemed to do effortlessly.
This last week Bill Hall and I met with a CPA contact about a promising case. Bill was acting as the gatekeeper before we set up a meeting with the CPA, his client, and Scott. The call lasted about 30 minutes and after introducing my CPA to Bill, I closed my mouth and listened to the conversation. Imagine watching a master perform his work as an apprentice in awe and you will have some idea of the extremely impressive and positive outcome.
If you have the opportunity to work with Bill in this capacity do not hesitate. You will not be sorry. I consider myself a well seasoned sales professional, and was at one time an internationally certified Sales and Marketing trainer.
Again, I listened in awe to the conversation and how a skeptical professional CPA came around to believing it would be a great idea to introduce his client to Scott and work with Redwood. Many thanks to Bill, I could not have done what he seemed to do effortlessly. Turning an analytical sceptic to an ally takes skill, and the specific knowledge and understanding of the process working with CPA's was on full display.
If you have the opportunity to work with Bill in this capacity do not hesitate. You will not be sorry. I consider myself a well seasoned sales professional, and was at one time an internationally certified Sales and Marketing trainer.
Again, I listened in awe to the conversation and how a skeptical professional CPA came around to believing it would be a great idea to introduce his client to Scott and work with Redwood. Many thanks to Bill, I could not have done what he seemed to do effortlessly. Turning an analytical sceptic to an ally takes skill, and the specific knowledge and understanding of the process working with CPA's was on full display.
-Charles Hayes
-Charles Hayes
I have just submitted my first case…
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!!
- Paul Kessler
- Paul Kessler
The best help available in the industry...
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.
- Jerry Ray
- Jerry Ray
We have an exceptional back-office...
By being a part of Cash Balance Advisors and Redwood Tax Specialists, we not only get to be coached by one of the top industry advisors, Mr. Bill Hall, but we have an exceptional back-office that can help business owners and affluent families by reducing their taxes by around 50% almost 100% of the time.
- Mark Gardner
- Mark Gardner
$19.2 million income with over $100,000,000 net-worth
We did our first today and this cpa is sending over a client worth hundreds of millions who earned $19.2 million and paid tax of $5.4 million in 2019. Don’t make my mistake. Take action. It works. Where in America can you get access to this type of client and change your future trajectory in a matter of weeks or months and not years or decades.
- John Leonard
- John Leonard
Branding and partnering with CPAs was my key
Branding with other CPAs was the key for me because CPAs want to do business with other CPAs who are willing to first help them with advisory services, so I branded and partnered with CPAs and accountants to scale my business to well over 10 times with over $10,000,000 in life and annuity sales. Now advisors and life agents can simply plug in without having to stop whatever they are doing now.
- William C. Hall III
- William C. Hall III
The mentoring has taken root...
Submitted 2 cases this week. The mentoring has taken root, looking forward to results. Feeling the swagger!
- Charles Hayes
- Charles Hayes
The ONE THING solution for me to deliver massive value...
Bill, it’s been my Achilles heel for years as a life, annuity, LTC agent, and your mentoring made me finally understand all those objects offered were to the technician!!!! Totally see the Redwood model as the ONE THING solution for me to deliver massive value and separate from the technician ‘RED OCEAN’ forever! Thx for ur wisdom!
- Rick Hoopes
- Rick Hoopes
YOU ROCK! YOU ARE AWESOME!
Ryan, you are the man, thanks for the great tip with Google Maps, YOU ROCK! YOU ARE AWESOME!
- Michael Craigwell
- Michael Craigwell
Partnering with Bill Hall is one of the best decisions...
Partnering with Bill Hall is one of the best decisions Jeff Mason & I have made. First, his thoughtful approach to coaching and leading through his mentorship program has illuminated the path forward not only for our business objectives, but also those we partner with and serve in this group. Bill is an expert on cracking open the conversation with prospects and potential external CPA and Financial Advisor partners, on providing value and opportunity to them and their clients. When you experience this, your world of opportunity expands greatly.
- Jeff Mason and Chris Hammond
- Jeff Mason and Chris Hammond
...The first tax return I reviewed this morning had a gross income of over $200M.
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!
- Scott Fedyshyn, CPA®, CFP®, CTC, CTP, CMA, CFM, MSA
- Scott Fedyshyn, CPA®, CFP®, CTC, CTP, CMA, CFM, MSA
YOU ARE TOTALLY THERE FOR US.
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.
- Tom Pattinson
- Tom Pattinson
I closed a premium finance life insurance deal yesterday
Just wanted to give a quick shout out to Steve Gilbert and Vince Munno and the whole UFC team that Bill Hall has introduced me to. I closed a premium finance life insurance deal yesterday with a client. It's taken about 2 months to get to this point but Steve and Vince have stuck with me the whole time and have given me guidance every step of the way. All I did was the make the introductions and listen to them do their work. After just a few conference calls and paperwork we have the client through medical underwriting and now ready to get started on financial underwriting. Thanks again guys!!
- Luke Phelps
- Luke Phelps
Lots of good questions which he handled with ease...
Had my 1st Roth conversion call with Scott today. His laid back approach and knowledge as an expert in this area were very reassuring to this couple. Lots of good questions which he handled with ease and made them hungry for more information. Thanks, Scott! Looking forward to the second appt.
-Mark Maiewski
-Mark Maiewski
...This stuff works.
I just had a prospect commit to $150,000 per year and financing of $900,000 total $1,050,000 per year Scott did a nice job this stuff works.
- Robert Ross
- Robert Ross
I highly recommend you hitch your wagon...
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.
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.
- John Gross
- John Gross
One of those rare opportunities.
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.
- Tom Stoltman
- Tom Stoltman
It works...
Shout out to Bill, for jumping on a call with me - and helping them to see what Redwood can do for them, as well as their client.
1st CPA - said she had a few clients paying in the $200,000 range. She is going to start with the best one, and the team at Redwood will show her what we do.
The 2nd CPA – said, “I only have 1 - but he is worth $100 MILLION”. I told him that we only needed one, and that I would like to invite our CEO, Bill Hall, into our call. I asked the CPA if he would hold for just a minute. He agreed, so I took the chance - since most of the time Bill answered his phone. After Bill talked with the CPA, the CPA said, “Yes, I want to see what you can do.” So now we start the process, putting this information in to MY TAX DESIGN, and allowing the team at Redwood to do their magic!
It works ladies and gentleman, just make your calls!
1st CPA - said she had a few clients paying in the $200,000 range. She is going to start with the best one, and the team at Redwood will show her what we do.
The 2nd CPA – said, “I only have 1 - but he is worth $100 MILLION”. I told him that we only needed one, and that I would like to invite our CEO, Bill Hall, into our call. I asked the CPA if he would hold for just a minute. He agreed, so I took the chance - since most of the time Bill answered his phone. After Bill talked with the CPA, the CPA said, “Yes, I want to see what you can do.” So now we start the process, putting this information in to MY TAX DESIGN, and allowing the team at Redwood to do their magic!
It works ladies and gentleman, just make your calls!
- John Hart
- John Hart
I love the energy and commitment.
I recently joined this fantastic team that is so extremely well mentored and organized by Bill Hall. I'm very excited about this rare opportunity! The support along the way from Bill, Ryan, and the team has been wonderful. I love the energy and commitment.
For many years I've been a top annuity producer, I ran my own firm wherein I trained financial advisors and I earned a lot of awards. After years of this, though, I’ve become burned out. The thing I excelled at and enjoyed the most was talking to people, and that's exactly what I am able to do as a Managing Director. I don't have to worry about doing stacks of paperwork and selling products.
Shortly after mastering the sales script, I turned in three cases with high-net worth clients. I’m able to do this even though I’m making calls during the busiest part of tax season! I'm about one month into the program, so I'm really excited to see where we go from here, and I have many CPAs who are looking forward to a conversation with me after April 15th.
While I’m doing everyday tasks at home, I’m making good use of my time by listening to the mentorship training recordings over and over, as well as reciting my scripts (to my dogs). The whole key is to practice!
- Stacey Parnum
- Stacey Parnum
Click above by invitation or you may request to join with our special Managing Director's promo code. You can get started for only $2540 down and $297/mo. This is $2,000 off the upfront cost and $100 off the monthly fee to get started today! Call 704-689-9196 for any questions.
*This offer is only valid for the first 10 to sign on and before 12:00am tonight. * Training and 30 day setup time required before you receive the 15 free CPA leads!
Use promo code: attractcpa2
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