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
You will also have the opportunity to step into a coaching role, empowering you to mentor other professionals while building your own team. We handle all the management and administrative details, so you can focus on sharing your expertise, guiding your team, and growing your impact without the usual overhead.
- 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
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.
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.
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.
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.
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.
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.
Learn Tax Strategies With Our Support and Community
With our cutting-edge tools and expertise, we quickly identify and calculate a wide array of tax reduction strategies tailored to your clients’ specific circumstances.
By leveraging our extensive knowledge, we analyze the intricacies of the tax code to find opportunities that go beyond basic deductions and exemptions. Our approach encompasses advanced techniques that can lead to substantial savings.
Financial Profile
Download our financial profile in the PDF format. It include different details about our company.
How do tax-efficient strategies contribute to the preservation of wealth during market fluctuations?
Tax-efficient investment and financial planning strategies help clients navigate market volatility while minimizing the impact of taxes on their overall wealth.
How does marketing focusing on estate tax reduction build trust with clients?
Clients appreciate financial planners who demonstrate a commitment to preserving and growing their wealth for the benefit of their heirs, reinforcing trust and loyalty. Ask for a demo today and offer more value to your prospects.
Is This Partnership Right For Me?
This program is ideal for coachable life insurance and annuity agents who want to collect more AUM and work less while making more money. It may also be perfect for those experiencing burnout or who have hit an income ceiling.
What role does tax planning play in providing clients with a holistic financial solution?
Integrating tax planning into financial strategies showcases a comprehensive approach, addressing all aspects of a client’s financial well-being and minimizing unexpected tax liabilities. We are the only source you will need to provide this valuable solution – weekly training is provided!
How can financial planners use tax reduction strategies as a competitive advantage in the market?
Highlighting expertise in tax optimization differentiates financial planners from competitors, attracting clients who seek a more sophisticated and comprehensive financial planning service.
How does incorporating tax reduction strategies benefit clients and make financial planning more attractive?
Clients are drawn to financial planners who can optimize their tax liabilities, resulting in increased disposable income and improved long-term financial outcomes. Redwood will do all the heavy lifting.
In what ways do tax reduction strategies contribute to the achievement of clients' financial goals?
By minimizing tax burdens, clients can allocate more resources towards their financial objectives, such as retirement savings, education funding, and wealth accumulation. Your goal is to hopefully. sell more annuities, and life insurance, and collect more assets under management (AUM).
What client demographics are particularly responsive to financial planners offering tax reduction and estate tax planning services?
High-net-worth individuals, business owners, and those with complex financial portfolios are especially receptive to financial planners who specialize in tax reduction and estate planning, as these services directly impact their financial legacies.
Why is estate tax reduction essential to a comprehensive financial planning approach?
Estate tax reduction ensures that a client’s wealth is preserved for future generations, fostering intergenerational wealth transfer and legacy planning. We provide advisors with an opportunity to provide estate planning without ever having to leave their home of office.
Databases vs. Lead Campaigns: Which Generates More Sales?
Don’t Let Them Go: Farming vs. Hunting Leads for Sales Success
Most advisors are familiar with the “10-3-1 Rule,” a widely accepted industry benchmark: for every 10 leads, you aim to book 3 appointments, leading to 1 sale. While this rule provides a solid foundation for earning a decent income, it misses the bigger picture: the real success of any lead campaign lies in building a database of prospects—not just securing immediate sales.
Annuity sales, in particular, require patience. Purchasing an annuity is a significant financial decision, often involving a lifetime of savings. Understandably, most people need more than 30 days to make such a choice. Yet many advisors operate with a “hunting” approach, attempting to connect with leads for a short time—sometimes just two weeks—and abandoning those who don’t respond quickly.
The Problem with “Hunting” Strategies
In the hunting method, advisors assume that if a lead doesn’t convert within a few weeks, it’s unlikely to ever become a sale. This approach wastes potential opportunities, as many leads simply aren’t ready to make a decision within such a short window.
The Power of “Farming” Strategies
Successful advisors recognize that farming beats hunting in the long run. Farming involves nurturing leads over time, keeping them engaged until they’re ready to buy. One of our top producers increased his annual sales from $1 million to over $20 million by switching to a farming strategy. He implemented a long-term drip system to maintain contact with leads, tapping into “low-hanging fruit” from his database. His ROI skyrocketed because he no longer discarded leads after 30 days; instead, he nurtured them until they explicitly opted out.
This shift from hunting to farming transformed his business. By leveraging a well-maintained database and drip marketing, he unlocked the potential of long-term relationships with leads, turning them into scalable growth opportunities.
Why a CRM Is Essential for Farming Success
A custom CRM is the backbone of a successful farming strategy. It automates and organizes the follow-up process, ensuring leads remain engaged over the long term.
How a CRM Supports Farming:
- Automated Follow-Ups: CRMs can send emails, text messages, and task reminders on a schedule, keeping advisors top-of-mind without requiring constant manual effort.
- Task Organization: CRMs remind advisors to reach out periodically, whether it’s weekly or monthly, ensuring consistent communication.
- Scalable Growth: With a well-organized database, advisors can tap into leads months—or even years—after an initial interaction.
A Simple Solution for Every Advisor
Whether you’re a tech-savvy advisor or prefer manual processes, the key is consistency. A CRM can fully automate the process, but even basic tools—like email templates in Word and a follow-up spreadsheet in Excel—can be effective. The critical element is creating a long-term drip marketing strategy that nurtures leads until they’re ready to make a decision.
Why We Build Custom CRMs for Our Members
We understand the value of farming over hunting, which is why we equip our members with custom CRMs tailored to their needs. Our system ensures that no lead is wasted, transforming short-term campaigns into long-term sales opportunities.
From our experience, leads often convert months—sometimes over a year—after the initial campaign. By staying connected and organized through a robust CRM, advisors can maximize every opportunity and build a sustainable pipeline of future clients.
A Final Thought: Time Is Key
Imagine yourself in your client’s shoes. If you were considering a $250,000 annuity purchase, how much time would you need to research and reflect on your decision? For most, the answer is more than a few weeks. Many prospects are still preparing for retirement, sometimes a year or more away. By adopting a farming strategy and using a CRM to stay engaged, you ensure your clients feel supported and prepared for their financial decisions.
Don’t just hunt for leads—cultivate a database that grows your success year after year.