"Your Don't Have To Be A Heart Surgeon To Own A Hospital" - Bill Hall
Promo code: attractcpa2
Work On your business as an entrepreneur, Not In your business as technicians must do. You can own and operate multiple businesses In you're not working In them.
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... 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. With our 1 step at a time Accelerator Academy, bi-weekly private group meetings and our one one mentorship you will have an unfair advantage to 10X your business the Redwood Tax Specialist team!
My name is Bill Hall. I've been in the business 38 years now, and I help advisors grow their business through relationships with CPAs.
I tell people all the time, you don't have to be a heart surgeon to own a hospital. We're asking you to stop thinking like a financial advisor and an insurance agent, and start thinking like an entrepreneur that's in the financial planning business. We help advisors to help CPAs to help the small business owner.
Most CPAs are compliance driven. They do tax returns and bookkeeping, and they do all the things that they do. But the advisory services, that's where they can scale their business and substantially increase their Recurring Monthly Revenue (RMR) and make a bigger impact in their clients' lives. CPAs don't have time to work an additional 40 hours on top of the 40 hours they're already working, especially around tax time. How we help the small business owner and the CPA to trust us at the speed of light, is we asked them to give us a redacted tax return and we SHOW them how we're going to increase their advisory services by reducing their best client's taxes, one client at a time. In other word, your new back office sales them once for you by helping them first to increase their revenue. From this point on, we get their referrals for life!
They don't want to know how to do it, it's too labor intensive. They want to vet our work and make sure it's real. So without sharing their client's identity, they give us their very best clients so they can see our very best work. They simply plug into our office so we show them how to incorporate advisory services without having to actually do the work themselves. They plug into our company, and we complete the labor intensive tax reduction plan for them. This is where the value comes in for the advisor who partners with Redwood Tax Specialists because they can simply brand and partner promote the talent at Redwood Tax Specialists.. Advisors/agents as a RTS partner and managing director ONLY have to promote their RTS back office, it creates a relationship. You're building relationships through CPAs that already have the relationships, they've already spent years making those relationships. So when you work through the CPA, the relationship part's already done.
And when they create the relationship, that's where the products come from. The annuity sales, the assets under management, the long term care, the premium financing, the bigger cases. This becomes a reality. That's the driving message behind Redwood Tax Specialists.
Why license, partner and brand with the Redwood Tax Specialist team?
Redwood Tax Specialists is an entity that partners with financial advisors all over the country, a turnkey solution. Where financial advisors just have to go and start up the conversation with the qualifying clients and submit the cases. Everything else is completely turnkey and done for them.
I was fortunate enough to meet Scott in a mastermind group meeting in Miami, Florida. We hit it off really quick, he knows what he's doing. He can do the tax returns and he can do everything that traditional experienced CPAs can do. He already manages and owns a million dollar accounting firm. But his particular specialty is highly advanced, comprehensive tax planning. So part of the value of tapping into the Redwood Tax Specialists brand is the talent you're getting with Scott Fedyshyn and our entire team of tax professionals.
CPAs are fully aware that they do not incorporate tax planning. They understand there's nothing about tax planning they're going or want to do. They're going to plan to help you get your tax return done, but they're not going to plan for the future. They're historians. We know how to do this better than anybody in the United States. Our tax reduction specialists are as good as you can get, no matter who you are. We prove this one client at a time.
So here's where it really gets fascinating, people always want to know, can we protect their territory? And the territory is the United States. The lifestyle is, is that I have this computer, and I have my cell phone wherever I go. And if I decide, I want to sit at the country club today then that's where I'll sit. Wherever I have my computer, wherever I have my cell phone, I'm in business. There are no boundaries to what we do, the main thing here is you don't have to do the work. You want to own the landscaping business, you don't want to cut grass. You want more free time.
So if you can get more free time by helping a dentist or a doctor or a business owner realize that he's paying double the amount of taxes that he's paying and you can help him with that, then that's going to help your relationship with a CPA, that's going to help your relationship with them, and that's going to help you to live a better life. Because now you're not doing the technical side of things. A lot of people say, "Bill, I know you're busy, I don't want to keep you." I'm not busy, I'm profitable. And busy and profitability—those two have nothing to do with each other. Otherwise, you wouldn't have businessmen that own 47 companies. If you can follow and learn our system, and if you are coachable, inside of 30 days you'll have CPAs and accountants giving you their very best clients, inside of 30 days. I’m an advisor, not an FMO. I was also a Top of the table Member for the last 7 years I was in private practice earning over 10 million in commissions, but before I found this system, I spent 16 years making and average living at around $70,000 per year.
As a Redwood partner, you will be the first link in the team to help your CPA and accountant prospect increase their Recurring Monthly Revenue (RMR) or advisory fees. Now is when their trust in you begins and they start to refer only you and your team at RTS to all their clients. This is how I was able to sell over $100,000,000 in target life and annuity premium in under 7 years.
We are presidential in our approach. We work ON our business as entrepreneurs, so we don’t sell the 400 tax reduction strategies we have – we promote the exceptional team at Redwood Tax Specialist and they sort through the tax code for my prospects and clients so we together can help our clients reduce taxes by 50% and we are successful almost 100% of the time. With over 1 billion in tax saving, maybe it’s time you stop trying to be all things to all people and focus on one thing… like promoting your new team at Redwood Tax Specialist.