You may already know Stonewood Financial’s Retirement Tax Bill | List Builder & Generator can be incorporated into your existing marketing strategies, or used to develop new ones. Now, we’re giving you a checklist of the top 10 ways advisors like you are using RTB to grow their practice and boost their marketing strategy. Want to learn more? Schedule a demo here.
#1 | Email Marketing
Your customized RTB landing page is perfectly suited for email marketing campaigns – whether to cold leads, warm prospects, or existing clients. Use it in stand-alone emails, include it in your monthly client newsletter, and add it as a “p.s.” in other email templates. BONUS: We have pre-built email copy ready for you to use!
#2 | Digital Advertising
If you’re running ads on digital platforms, the Retirement Tax Bill message can help boost conversion. Offer viewers an opportunity to see their potential taxes in retirement – a top-converting message in today’s political and economic environment.
#3 | Print Mailings
Just because your RTB landing page lives on the web doesn’t mean your marketing has to. The Retirement Tax Bill message can be delivered through printed mailers, directing interested prospects to your custom landing page to understand their retirement tax bill. Our advice? Create a custom QR code that will take savers directly to your custom RTB landing page when scanned.
#4 | Social Media Marketing
If you’re active on social media – as an advisor or as a practice – be sure to incorporate your RTB landing page into your social media strategy.
The retirement tax message plays especially well on social media, so be sure to make your posts sharable so clients and prospects can invite others to evaluate their retirement tax bills, too.
The RTB message works well for both organic reach and paid promotional posts. Want a head start? BONUS: We’ve developed dozens of social media templates for you to use. Simply upload the graphic, copy the description, and post!
#5 | Website Lead Capture
When a prospect visits your website, you have a greater chance of them connecting with your practice if you provide something of value in return. An RTB report is the perfect offer. Be sure to incorporate the Retirement Tax Bill messaging and landing page prominently on your website. Some advisors use their RTB page as a pop-up offer to all visitors, or create a special tab in the navigation menu linking to their custom landing page.
#6 | TV & Radio CTAs
The RTB tax report makes a powerful call-to-action for TV and radio. Offer listeners the opportunity to evaluate their potential taxes in retirement on your TV and radio shows, or use the offer in TV and radio advertisements. BONUS: We’ve developed a special guide to help you share the RTB story on your TV or radio show.
#7 | Increasing Client Wallet Share
You likely have clients with additional assets outside your practice. The RTB tool is an effective way to help capture additional funds from your existing AUM and annuity clients. After all, if you’ve helped your clients mitigate market risk and income risk, now is the time to help them mitigate tax risk, too.
#8 | Lead Funnels & List Re-Targeting
If you’re already using any of the approaches above to nurture your lead list, the RTB program will fit seamlessly into your funnels. If you have prospects who have attended a seminar or webinar but have not become clients, downloaded a brochure but not converted to an appointment, or engaged with your content but have not yet become a client, RTB can be the offer that moves them across the finish line. Use your RTB report as a stand-alone offer, or use it as a follow-up for other digital lead activities. BONUS: Stonewood Financial has done the hard work for you. Download our pre-built email lead funnel, complete with email subject lines, body copy, and follow-up offers.
#9 | Email Signatures
What’s one thing everyone you email sees? Your email signature. Update your office’s email signatures to include the question: “How big is your retirement tax bill? Find out here.” There’s no better way to remind everyone you email about your commitment to helping reduce taxes in retirement.
#10 | Client Referrals
You want to make it easy for your existing clients to send you referrals. Instead of just asking for a referral, offer a complimentary Retirement Tax Bill Analysis to any of your clients’ friends and family who would benefit from understanding this important topic.
Our goal at Stonewood Financial is to help our advisors have their best year ever. That’s why we designed RTB with you in mind — making it easier than ever to generate new leads for your practice. We can’t wait for you to put this powerful new tool to work!
How Stonewood Advisors Stay Ahead of the Next Planning Conversation.
Watch a recent Stonewood Study Group focused on the legacy planning conversation. You’ll see how Stonewood helps advisors break down timely planning topics, client conversation angles, and practical strategies you can put to use immediately.
Expert insights. Real strategies.
Study Group Replay
Timely planning topics
Real client conversation angles
Practical strategies you can use
Real Advisors. Real Results.
See how advisors are using Stonewood software to win larger cases and deliver better
outcomes for their clients.
An advisor was working with a prospect who was a real "do-it-yourselfer" when it came to Roth conversions.
The client was converting assets up their existing tax bracket – and hadn't considered any impact to
IRMAA.
With Roth Done Right, the advisor was able to show an alternate pattern that sped up the conversion to
6 years. The new structure offered $30,000 savings in conversion taxes – a 20% reduction on the
prospect's conversion tax bill. The report also showed hundreds of thousands of dollars in long-term
tax and IRMAA savings from the converted assets – an amount the prospect hadn't been able to quantify
on his own.
Outcome
A new client with $1M in new AUM, and a $1M FIA sale to fund the conversion process.
An advisor was working with a prospect who already had assets with Ken Fisher. Fisher's team presented a
5% systematic withdrawal projection, so the advisor needed a stronger way to frame the income
conversation.
Using the Annuity Alpha report, the advisor showed how an annuity could deliver over 8% in annual cash
flow with lifetime income, plus a long-term care doubler. The contrast was clear enough that the prospect
moved forward.
Outcome
$1.5M placed and a $100K in new business revenue.
An advisor was working with a 58-year-old couple with an established, well-funded retirement income plan,
leaving an additional $3M IRA to build out a legacy for the kids. The couple's existing advisor had no
real additional plan for this money, other than to keep it in their managed account and grow that money as
much as possible for the kids.
Using the Legacy Done Right report, the advisor showed the need for tax planning on this $3M IRA.
According to the advisor, the simple analysis "opened up the wallet" to the Roth conversion story. The
advisor then used the blended Roth/Life feature in the report to show a blend of Roth Conversion assets
with some Life Insurance to help maximize the client’s legacy.
Outcome
$3M in motion. The advisor picked up a $1.5M FIA sale that will be converted to Roth. And the advisor
also sold a 5-Pay Protection focused IUL policy at $225,000 of premium per year.
An advisor group incorporated the Total Tax Burden report into the strategy presentation for all new
prospects. They ran the tax snapshot for every new client as part of their first meeting conversation,
quantifying the growing tax burden of IRA money – and illustrating the kinds of tax savings possible
when working with their firm.
Starting in January of 2023, this simple analysis was presented to every single prospect who walked in
the door. The goal was to differentiate their practice and drive overall revenue growth through various
Roth conversion strategies.
Outcome
From 2022 to 2025, new annual AUM rose from $5M to $50M. Annual FIA sales rose from $3M to $35M.
And annual life premium rose from $50K to $1M.
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