Be the Advisor Who Wrote the Book
Want the authority of a book - without having to write it? Stonewood’s custom book program establishes you as a thought-leader and opens up a world of prospecting opportunities. Your name on the cover. Your foreword inside. A proven retirement savings book, customized to your practice and shipped to your door. Your book can be ready to use in as little as 10 days.
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Trusted by the Carriers and IMOs
You Work With
and many more...
Educate, Inform, Entertain, And Close Business
Stonewood marketing is built around one idea:
Educated prospects convert better.
Think about the last time someone handed you a book. You appreciated the gesture. Maybe you opened it that night. If the topic mattered to you, you kept reading. That’s the difference a book can make in your prospect’s hands. It gives them time and space to absorb your approach before you ever sit down together. When they show up to that first meeting, you’ve already created trust and started the conversation. The challenge? Writing a book takes a year or more, and many advisors never finish. Stonewood’s custom book program is a turn-key way to get a custom-branded book into your client’s hands — fast. Stonewood books are written, tested and client-approved. They’re designed to be easy to read and hard to put down, covering today’s most pressing retirement savings topics; mitigating taxes, maximizing income and planning a legacy.
Building Your Authority
Stonewood marketing is built around one idea:
Educated prospects convert better.
Stonewood’s Custom Book Program helps you align your practice with today’s most powerful (and persuasive) retirement tax narratives. Your package includes:
- Your name on the cover as author of the foreword
- Your headshot and bio on the back cover
- Your office contact information printed inside
- Your first 50 print copies, delivered to your door
Taxes. Income. Legacy. A Book for Every Retirement Savings
Topic.
What Advisory Says
Books That Do More Than Educate
Stonewood books are designed with one goal in mind: Help prospects understand the problem, trust your approach, and take the next step.
Written by retirement tax experts, these books simplify complex strategies into clear, engaging narratives that clients can read, revisit, and share.
Frequently Asked Questions
Putting Your Book to Use
Every Stonewood book is written with your practice in mind, setting the stage for better client conversations and motivating prospects to act.
Learn more about Stonewood’s newest book, The Road Less Taxed, along with our three other books here.
Stonewood books lead the industry in client conversions because each one is written to be
Easy to Read, Hard to Put Down
Written to be read in under 90 minutes, making
them accessible, engaging, and actionable.
Clear & Conversational
No industry jargon. Just simple stories that make complex
topics easy to understand.
Built to Create Demand for Your Advice
Each book highlights the importance of
working with a qualified advisor like you.
Designed to Lead to Action
Every narrative builds toward action — readers are ready
to meet with you to implement these strategies.
How Elite Advisors Use Their Custom Books
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Dinner seminars
Reinforce your presentation and increase appointments booked.
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Email funnels
Nurture your leads to drive engagement and tax education
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Social media
Lead capture to request a copy.
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Podcast, TV & Radio
Powerful CTA for inbound phone calls and clicks.
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Client meetings
Open the tax conversation with annuity and AUM clients.