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
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?
$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.
$147/mo *NO SETUP FEE
- Access to back-office is limited to one case per week
- Access to MyTaxDesign app
- 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.
*Best suited for anyone looking to get started with no commitment
$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 portal to track pending business
- 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
- 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.
$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
- Pro website to share with CPAs and Accountants ($6,000 value)
- Reprints available from Fortune Magazine's two page article featuring Redwood Tax Specialists on how we work with our MD's and CPAs - Cost to RTS was $47,000
- 2nd Pro website to share with business owners and wealthy individuals ($6,000 value)
- 15 Guaranteed CPA leads (protected list) that have expressed interest in speaking with you ($1140 value)
- Unlimited cell phone access to Bill Hall and the back-office
- 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
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
Testimonials
They are delivering on what they said...
- 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
The results simply speak for themselves...
- Scott Fedyshyn, CPA®, CFP®, CTC, CTP, CMA, CFM, MSA
...The client is worth in total about 50 million.
-Matthew Carrier
Thx for ur wisdom!
-Rick Hoopes
The mentorship zoom conferences are a tremendous morale boost...
-Don Murphy
I have not seen this level of complete commitment...
-Terry Lang, Lt Colonel, USAF (Retired)
He just asked me, "can I just send you my tax return"
-Steven Kanner
I could not have done what he seemed to do effortlessly.
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
I have just submitted my first case…
- Paul Kessler
The best help available in the industry...
- Jerry Ray
We have an exceptional back-office...
- Mark Gardner
$19.2 million income with over $100,000,000 net-worth
- 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
The mentoring has taken root...
- Charles Hayes
The ONE THING solution for me to deliver massive value...
- Rick Hoopes
- Rick Hoopes
YOU ROCK! YOU ARE AWESOME!
- Michael Craigwell
- Michael Craigwell
Partnering with Bill Hall is one of the best decisions...
- 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.
- Scott Fedyshyn, CPA®, CFP®, CTC, CTP, CMA, CFM, MSA
YOU ARE TOTALLY THERE FOR US.
- Tom Pattinson
I closed a premium finance life insurance deal yesterday
- Luke Phelps
Lots of good questions which he handled with ease...
-Mark Maiewski
...This stuff works.
- Robert Ross
I highly recommend you hitch your wagon...
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
One of those rare opportunities.
- Tom Stoltman
It works...
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
*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