Bill Hall has been exhorting us to post regularly on Social Media, i.e., Facebook and LinkedIn, as examples, and it is no surprise that it has been very effective. I have had people reach out for information on Estate Planning and have helped put 11 plans in place to date from those posts. Also, with the assistance of the great Jeremy Bryant, I have been helping these clients with AUM, Annuities, and several BLPs. I have got to post even more, as these leads cost nothing.

I have worked with Bill Hall and Redwood Tax Specialists for over four years. Before working with Bill, I was your typical financial advisor with a securities and insurance license. The early years were tough, and getting a solid client base and renewed income took a long time. I have paid for leads, hosted dinner seminars, and participated in mailing campaigns. The success of these marketing strategies was marginal at best. Having done this type of marketing for many years, I built my client base and have a consistently high six-figure income. With that being said, I never felt I was truly successful. This changed when I met Bill Hall and began participating in his mentorship calls. Bill has taught me and given me the confidence to work with high-net-worth clients. He has shown me how to make a six-figure commission on cash balance plans and premium finance cases. This success would have never happened without Bill's leadership and mentorship. If you would like to serve your clients better, drastically increase your income, and remove the worry of finances, I would suggest you invest in Bill Hall.

I agree 1000% with the Testimonials below, so my testimonial will be shorter. I didn't quite grasp the whole idea behind the digital magazines until a client, whom I had not talked to in over five years (my bad), called me. He had been talking to another Agent when he got a copy of the magazine with my picture on the cover, and it prompted him to call me, resulting in a $10,000 commission. The "easiest" $10,000 I ever made. But more importantly, as I have been stated by others, I'm involved in some significantly larger projects, which I never would have had the opportunity to explore where it is not for a team of financial experts Bill has attracted to Redwood. Thank you Bill!!

"For several years, I ran a decent retirement income planning business. While making a living, I had always been intrigued by larger, more complex strategies that I was not equipped to handle as basically a one-man show. Like many, I was on a constant marketing rat wheel producing an acceptable, but in the end relatively mediocre, ROI. That all changed in March of 2020. When the lockdowns hit, I had applications in process and several active prospects in various stages. Every single piece of new business was canceled, and all my prospects disengaged. It was a real punch to the gut as my marketing bills snowballed. In my efforts to find a way to market in this new world, we were in (none of which worked), I stumbled upon Bill Hall and Redwood Tax Specialists, and that’s when everything started to change for the better. The Redwood back office of CPAs, Actuaries, Tax Attorneys, and Advisors is the most valuable professional team I have ever been associated with. Their expertise in designing, closing, and administering these complex cases gets me in the game without actually having to learn the work. It didn’t take too long to uncover a $140,000 target life deal in my book, and I am now working on some large case strategies that I never even knew existed that can save my clients millions of dollars. I’m unsure if I would still be in the business without Redwood, but now I know I will never leave because of them."

"I felt burned out after operating as an independent financial advisor for over 20 years. My revenue had plateaued, and marketing and office expenses were increasing while net results were decreasing. I still loved the advisory business, but not how things were going. In short, I found myself looking for a better way to do things. To paraphrase Michael Gerber, I spent too much time in the business and not enough time on the business. I liked working with clients and potential clients, but I did less of it as a single advisor office. I didn’t have a group of experts to call on or enough time to keep up with the specialized areas wealthy clients sought. I wondered if the business had passed me by. Then, I found Redwood Tax Specialists. The ability to brand with them and promote a group of highly skilled and credentialed professionals was just what I needed. I’m highly confident introducing them to CPAs and clients due to their knowledge of working in the high-net-worth market. Now, I work with fewer clients, make more money, and have more time for outside interests. In Redwood, I’ve found the answer to making the second half of my career more lucrative and fun than ever before!

"I have been in the employee Benefits business for many years. I was providing group health insurance and some ancillary services. I started looking for more opportunities in the corporate life insurance market as I wasn’t sure how long the Employee Benefits Business would continue due to continuous regulation. I enjoy what I do, but I knew something else was needed. Corporate planning with Life Insurance was something I started to research. This is when I ran across Bill Hall and Redwood Tax Specialists. They completely changed the game. I don’t have to stop what I am doing or study complex subjects to increase my business. Bill has assembled a world-class group of professionals who work as a team to produce massive tax deductions for the wealthiest business owners. They have streamlined 5-6 highly sought-after strategies clients love and need. As a Managing Director, I bring the clients or prospects to my back office, and they do the rest. I don’t have to be an expert in Tax Strategies or insurance. Bill has mentored me and others on how to secure these wealthy prospects, and in doing so, I am currently working with a steady stream of highly qualified individuals with incomes of $1,000,000 per year and net worths of $40,000,000 +. My marketing expenses are zero and my time is freed up to build the business. The future is very bright here at Redwood. I have never looked back."

"I have been in the financial services world for over 40 years. Majority of those years have been as an independent holistic advisor with a myriad of financial services from strategy planning to insurance and investments with a goal to help clients protect and enjoy their assets during retirement. As an independent it has been a challenge being the advisor, technician, administrator, and marketing/branding expert. Although I have had a comfortable career, I don’t feel that I have reached my full potential. As I look back on my career, I believe without a doubt that the best business decision I have ever made was to join the Redwood Tax Specialist team and their back office as a managing director in January 2020. This team has highly credentialed experts in the field of CPAs, tax attorneys, retirement specialist, money management and so much more that I could offer. As a team of experts, they will go the extra mile to help in the design, closing and administration of complex cases without me having to be the technician. The leadership of the Redwood team has been the most helpful, encouraging, positive and supportive group that I have ever been a part of. In 2021, I was able to double my income with the support of the Redwood team and look forward to the many exciting opportunities that are presented in the future."