Best For Your Success.
Advisor Success Academy
A complete business solution featuring leading financial experts and tax reduction specialists—offering a “Business-in-a-Box” or an integrated suite of services.
Welcome
Our Mission
Our overarching mission is to empower our Managing Directors by offering them a distinctive competitive advantage through a diverse array of opportunities, specifically tailored to elevate their sales achievements.
We are unswervingly dedicated to cultivating an environment that fosters attainable success, one that doesn’t hinge solely on extravagant financial outlays.
By implementing well-thought-out strategic initiatives and delivering unwavering support, our central goal is to furnish our Managing Directors with the indispensable tools and abundant resources essential for the efficient closure of a higher volume of sales, thereby facilitating substantial and sustainable growth.
We are committed to tirelessly harnessing all conceivable resources to continually enhance our “done-for-you” and turn-key business system for the benefit of our Managing Directors.
You don't have to be a heart surgeon to own a hospital
Capture Prospects with 7 Questions
Our Professional Team Reviews
Tax Reduction Plans Are Drafted in Days
A Collaboration Meeting is Set
Empowering Financial & Tax Professionals to Excel
Unlock advanced strategies for client tax savings
Enhance skills to provide proactive financial advice
Build stronger, trusted client relationships
Stay ahead with the latest tax and financial insights
Invest in Our Company and Have Healthy Profits for Long Term
Business Planning & Strategy
Financial Projection Analysis
International Business Opportunities
You don't have to be a heart surgeon to own a hospital
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Let Us Show You Our Process
There is absolutely no need to ask CPAs for referrals or waste time on face to meetings, or sending brochures – you will learn our simple 7 steps that will have accountant giving you their best clients within two short phone calls.
Collaborate With Other Members will Prove to Be Invaluable
Collaborating with other members is essential for leveraging diverse perspectives, sharing expertise, and achieving collective success. Effective collaboration requires building trust, fostering open communication, and creating an environment where every team member feels valued and heard.
Tax Strategies and the Myth
Accountants are not in the advisory business, but most want to be, but they don’t have the time of the confidence to include advisory services into their practice – At Redwood, that all changes.
Accelerate Your Game Plan Assessment & SWOT
To accelerate your strategy, start by defining clear objectives—whether focused on growth, efficiency, expansion, or customer satisfaction. Precise goals provide direction. Then, conduct a SWOT analysis to evaluate strengths, weaknesses, opportunities, and threats. Assess internal resources, competencies, and limitations, along with market trends and risks. This will highlight areas for improvement and opportunities to leverage.
Our Members Are Never lost. It's a one step at a time process
Not only your back-office coaching team will help you excel your new game plan, but you will have a whole community that meets as often as you want. Our members care about your success.
My Tax Design
By promoting our professionals as tax reduction specialists, you can assure clients that they are working with experts who are dedicated to finding legitimate ways to minimize their tax burdens. This focus on delivering tangible savings and financial advantages will help strengthen client relationships, build trust, and demonstrate the value of your services as a Redwood Managing Director. Product follow Value… Your personal My Tax Design app leads to larger sales.