Advisors Success Academy (ASA): Training, Mentorship & CPA Coaching Support

Advisors Success Academy is the coaching and education powerhouse behind the entire ecosystem. ASA equips financial advisors, insurance professionals, and CPAs with the advanced skills and strategies needed to attract and serve high-net-worth clients—covering everything from tax reduction and estate planning to high-converting sales systems and automated marketing.

What makes ASA unique is that we don’t just train advisors—we teach advisors how to coach CPAs on expanding their own advisory services. This creates a referral-rich ecosystem where advisors position themselves as trusted planning partners, helping CPAs to attract the higher income / net worth prospects and earn bigger fees while deepening client relationships.

Through live coaching, team collaboration, turnkey campaigns, and done-for-you marketing, ASA members scale faster, close bigger, and build long-term partnerships with professionals across the tax and financial landscape.

Tax Reduction Specialists (TRS): Strategy & Execution

TRS is the specialized tax planning arm. Our team of seasoned CPAs and strategists delivers custom-designed tax reduction plans for high-income business owners and affluent families. These strategies are often used by ASA members with their clients, giving them turnkey, CPA-backed advisory tools they can offer without building an in-house tax team. Read more on the strategies you will be able to offer as an ASA member here: https://taxreductionspecialists.com/strategies/

MyTaxDesign.com: Strategy Builder & Client Confidence Tool

MyTaxDesign.com is the planning Done-For-You (DFY) engine that brings TRS strategies to life with your back-office team leading the way. It’s a proprietary platform that allows advisors to:

• Diagnose client tax scenarios (DFY)
• Select pre-built strategies tailored to high-income needs (DFY)
• Generate white-labeled client-ready plans and visuals in minutes.(DFY) 
• It gives advisors an immediate edge in client meetings and allows them to show—not just tell—the value they bring. MyTaxDesign is the bridge between technical planning and client engagement. (DFY)

Brookwood Investment Group: Advanced Product Design

We're Brookwood Investment Group, a different kind of registered investment advisor (RIA) with 1.1 Billion AUM. Unlike other RIAs, Brookwood is a tight-knit community of entrepreneurial financial advisors who've banded together to:

• Stay on top of cutting-edge advisor technology

• Make profitable use of the latest innovations in investment science

• Get personal support for every advisory need

When an advisor joins Brookwood, they become part of a supportive community where every advisor's unique talents are explored, recognized, and nurtured. Brookwood advisors know: if you help us understand what "success" means to you, we'll find a way to help you build the business you've always imagined.

As your RIA partner, we'll provide you with the technology and the support you'll need to succeed. We'll keep you buttoned up, efficient, and in a stronger position to deliver real value to your clients.  

Hallway CRM: Automation & Lead Generation

Hallway CRM is our white-labeled, advisor-optimized CRM platform built on GoHighLevel. It automates marketing, email drip campaigns, lead capture, and client nurturing across all brands. Advisors using ASA and TRS can seamlessly plug into Hallway to run webinars, build funnels, and track leads—all prebuilt and branded for them.

Go High Level (GHL): Marketing Automation & Client Acquisition
GHL AKA Hallway CRM is our fully integrated, white-labeled automation platform built specifically for financial professionals. It includes, but not limited to:

• Drip campaigns,
• Webinars,
• Landing pages,
• Lead tracking,
• Pipeline management—all built-in and preloaded.
  GHL ensures that every strategy, offer, and meeting is backed by automation and consistent follow-up.

CPA Advisory Network: Referral & Partnership Engine

Our CPA Advisory Network connects financial advisors with CPAs who are ready to move beyond traditional compliance work. We train advisors on how to coach CPAs to scale their revenue by offering high-value tax reduction planning—without increasing their workload. This partnership model creates a steady stream of warm referrals while empowering CPAs to expand their service offering, strengthen client relationships, and increase profitability.

• Our process to help financial advisors to coach CPA is simple when you follow our system using our APP - My Tax Design

• The Outcome: One Ecosystem. Total Leverage.

  Each brand plays a specialized role, but together they create a fully integrated, scalable advisory platform:

  • Train with ASA

  • Strategize through TRS

  • Design via MyTaxDesign.com

  • Implement using Brookwood

  • Automate with Hallway CRM

  • Scale with CPA partnerships

  This unique combination gives advisors everything they need—from prospect to plan to product—to deliver elite-level advice, differentiate themselves in any market, and grow through automation and collaboration