Scale Smarter.
Win Affluent Clients.
You attract. Specialists close. Affluent clients win. Scale. Choose the right plan and transform your practice with proven strategies.
Choose Your Growth Path
Select the plan that matches your ambition and start your journey to success.
Perfect for advisors starting their LinkedIn journey
For advisors ready to accelerate their growth
Complete solution for maximum growth & credibility
Features, Products, and Services
See exactly what's included in each tier
| Features | Standard | Premium | VIP |
|---|---|---|---|
| Strategy Sessions | |||
| Strategy Sessions | Limited to 1 Session | Unlimited by appointment | Unlimited by appointment |
| Cell Phone Access | |||
| Weekly Webinars with Q&A Support | Monday Webinars with Q&A | Mon. & Tues. Webinars with Q&A | Mon, Tues, Wed, & Thursdays |
| Tax Reduction Strategy Sessions | |||
| Sales Support and Mentorship | |||
| Access to ASA APP - My Tax Design | Unlimited | Unlimited | |
| Digital Marketing Tools | |||
| Tax Reduction Specialists Personalized Site | |||
| CPA Advisory Growth Personalized Site | |||
| Multiple Landing Pages - Lead Capture | |||
| Social Media Copy Ready | |||
| Multiple Videos | |||
| Newsletters (Tax Reduction & CPA Attraction) | |||
| Blogs (Tax Reduction & CPA Attraction) | |||
| CPA Attraction - Advisory, not Referral Based | |||
| Custom Websites by WCH Design | |||
| Custom Design & Layout | |||
| Compliance | |||
| Seamless Broker-Dealer Integration | |||
| FINRA, SEC Compliance Assist Software | |||
Access Premium Tools & Websites
VIP members get access to powerful resources designed to establish your credibility and generate leads.
ASA APP - My Tax Design
Access our powerful tax design application to create comprehensive tax strategies for your clients.
Access AppTax Reduction Specialists
Your personalized Tax Reduction Specialists website to attract and convert affluent prospects.
Visit SiteCPA Advisory Growth
Your personalized CPA Advisory Growth site designed to build credibility and capture leads.
Visit SitePartner With Our Team — Advisors, CPAs & Attorneys Collaborating on Advanced Tax Cases
Join a network of professionals working together to deliver exceptional results for affluent clients through advanced tax strategies.
Contact Us To Learn More
Disclaimer: This material is provided for informational purposes only and does not constitute an offer, solicitation, or recommendation to purchase or sell any financial, tax, legal, or insurance products or services. Nothing herein should be construed as professional advice or a guarantee of specific outcomes. Any decisions based on this information should be made only after consulting with qualified legal, tax, and financial professionals. We assume no liability for any reliance on the information provided.