Digital Books That Drive Leads
The industry's leading retirement tax books are now available in a password-protected digital format. A powerful tool for financial advisor lead generation, your digital book can be leveraged through email marketing, social media, webinars and more.
No printing. No shipping. No waiting. Digital books deliver a branded link you control – with the power to grow your list and nurture your leads.
$150 a month. Unlimited Possibilities.
Each digital book subscription gives you full access to one Stonewood title in a password-protected online format. You control who sees it and when. Your digital book is branded with your logo and website link.
- Password-protected digital edition of one book
- 30-day access license, renewing monthly
- Works with standard or your custom-branded edition
- Start and stop anytime
- Shareable link you can embed in emails, ads, and landing pages
- Live within 2 business days after payment
Explore Stonewood’s Advisor Book Collection
The Road Less Taxed
Want to outsmart Washington and take control of your retirement? This book teaches you how to protect yourself (and your retirement assets) from tax and legislative change. Learn how to reduce your retirement tax bill, position your assets, and achieve the retirement you deserve, no matter what happens in Washington.
The Road Less Taxed has quickly become the industry's most informative and effective book on building a tax-free retirement plan that works - regardless of who’s in office.
The No-Compromise Plan
Ready to overcome the compromises in your IRA and live a more secure retirement? Market conditions and increasing lifespans have left many savers with uncomfortable savings decisions. This book shows you how to leverage life insurance for an innovative, analysis-based approach that overcomes your IRA’s three biggest compromises.
The New Holistic Retirement
Identify the emerging risk American savers face, and learn how to overcome them with long-game thinking. If you're concerned about the success of your retirement approach in today's economy, this book can help you protect and position your retirement assets for long-term success, no matter what future market and tax conditions may be.
The New Rules of Retirement Saving
Discover the risks no one is telling you about-and how you can fix them. Today’s savers are operating under an outdated set of rules. This book offers a new set of rules, designed for today’s workers, today’s market, and today’s tax code. Learn how to overcome the three biggest risks you’ll face while you save for your future.
Ready to Start Your Digital Subscription but Have Questions?
Complete the form, and a Stonewood team member will contact you to finalize payment and answer any questions. Your customized digital book will be live within two business days.
GET STARTEDQuestions Before You Start?
One Book. Every Channel.
Learn how top independent advisors are marketing with Stonewood's digital books.
Facebook and Instagram Ads
Run a lead-gen ad offering the book. The prospect fills out a form, gets the digital link, and lands in your CRM. Cost per lead on book offers tends to run lower than generic "schedule a call" ads because the prospect gets something tangible.
Add the book link to your nurture sequence. A prospect who downloads and reads the book is warmer than one who only opened your emails. Use the book as the middle step between first opt-in and the appointment ask.
Webinars and Virtual Events
"Everyone who attended today gets a free copy of my book." Send the digital link in your follow-up email. It extends your presentation beyond the webinar and gives the attendee a reason to stay engaged.
Social Media Organic Posts
Post about the book on LinkedIn, Facebook, or X. Direct people to a landing page where they request access - no ad spend required. The book offer gives you something to post about that is educational, informative and entertaining.
Three Steps From Campaign to Conversation
Run the Campaign
Post your digital book link on social media, send it in a marketing email, add it to your webinar follow-up, or buy a Facebook ad. The offer is simple: "Get a free copy of my book on retirement taxes."
Prospect Requests Access
Prospects click your link, enter their name and email, and get instant access to the password-protected digital book. You now have their contact information and a reason to connect.
You Start the Conversation
The prospect reads the book, including its call to action to meet with a qualified advisor: You. Your follow-up is more effective because you’re reinforcing the ideas they’ve just read.
Even Better With Your Name on It
Want your digital book to really stand out? Stonewood’s customization program puts your name, photo and bio on the cover of your digital book as author of the pre-written foreword. Prospects see your name on the cover, your foreword inside, and your contact information throughout.
Learn About Custom Branded BooksPick Your Digital Book Plan
1 Book
- Any single title
- 30-day license
2 Books
- Any two titles
- 30-day license
3 Books
- Any three titles
- 30-day license
All 4 Books
- All four titles
- Best value
Trusted by Hundreds of Advisors
Frequently Asked Questions
A digital book subscription gives you password-protected online access to any Stonewood book. You share a link with prospects through email, social media, webinars, or ads. When they click the link and enter their info, they can read the book online. You capture the lead.
$150/month for one book. $200 for two, $250 for three, $300 for all four titles. Each plan renews every 30 days. You can cancel anytime by emailing support.
Yes. If you’ve already customized a book through Stonewood’s Custom Book Program, the digital version will show your name, foreword, and contact information. If you haven’t customized yet, learn more here.
You share a link. Your prospect clicks it, enters a password you provide, and reads the book online. You can embed the link in emails, landing pages, social posts, or ad campaigns.
After payment, your digital book will be live within 2 to 3 business days. A Stonewood team member will send you the link and password.
Yes. There’s no cancellation fee and no long-term commitment.
Absolutely. Send the link in your post-event email. Attendees who missed details during the presentation can read the full book at their own pace, and you stay top of mind until the follow-up call.
How digital books help financial advisors generate leads
For some financial advisors, lead generation comes down to one question: what can I offer a prospect that’s valuable enough to earn their contact information but doesn’t require a meeting to deliver?
A digital book can be that offer. It’s a full-length, professionally written retirement savings book that a prospect can access online after entering their name and email. You capture the lead. Your prospect gets something valuable to read. And the follow-up call a few days later isn’t cold, because the prospect has already spent time with your ideas and branding.
Stonewood’s digital book subscription gives advisors password-protected online access to any of the four Stonewood titles. The digital edition can be shared through email campaigns, social media posts, paid ads, webinars, or any channel where you are running outbound marketing.
What a digital book lead funnel looks like
The concept is simple. Advisors promote the book offer through a marketing channel – whether that’s a Facebook ad, an email drip, a LinkedIn post, or a webinar follow-up. The prospect clicks a link, enters their information, and receives access to the password-protected digital book.
At that point, the advisor has a name, an email address, and a phone number. More importantly, they have context. The prospect has read, or started reading, a book about retirement tax strategy. When the advisor calls to follow up, the conversation can pick up from something specific: “Did you get a chance to read chapter three? I’d love to talk through how that might apply to you.”
Where digital books fit in an advisor's marketing
Digital books work well in channels where a prospect is willing to exchange contact information for something of value – but may not yet be ready to book a meeting.
Social media and paid ads
Advisors can run a lead-generation campaign on Facebook, Instagram, or LinkedIn offering a free copy of the book. The prospect fills out a form, gets the link, and enters the advisor’s pipeline. Book offers can sometimes generate leads at a lower cost per lead than “schedule a call” campaigns, because the prospect perceives less risk in requesting a book than in booking a meeting.
Email sequences
For advisors running email nurture campaigns, the digital book can serve as the bridge between a first opt-in and an appointment request. Early in the sequence, the email introduces the book. Later emails reference specific ideas from the book and invite the prospect to discuss them. It creates a natural escalation from passive interest to active engagement.
Webinars and virtual events
Offering the book to webinar attendees extends the value of the event beyond the live session. Prospects who couldn’t attend live can still access the material. And for those who did attend, the book reinforces the advisor’s message at a time when they’re most likely to act on it.
Client referrals
Some advisors share the digital book with existing clients and encourage them to pass it along. The book gives the client a way to refer without making a direct introduction, which some people find more comfortable. Standard vs. custom digital books
The digital subscription works with both Stonewood’s standard book editions and custom-branded editions. With a standard edition, the prospect reads the book as published, with the original authors’ names on the cover and your practice’s logo on the digital book page. With a custom edition, the prospect sees your name, photo and bio as author of the pre-written foreword.
Advisors who are already using Stonewood’s Custom Book Program can add a digital subscription to their custom edition. That means the digital version a prospect reads online has the same branding as the physical copy you hand out at seminars or mail to leads.
How the digital subscription works
Stonewood’s digital book subscription runs on a 30-day license. Advisors choose one or more titles, and Stonewood provides a password-protected link that can be embedded in emails, landing pages, social posts, or ad campaigns. The link stays active as long as the subscription is current.
Pricing starts at $150 per month for a single title. Multi-title subscriptions are available at a reduced per-book rate. Advisors can start or stop their subscription at any time by contacting Stonewood’s support team.
After payment, the digital book is typically live within a few business days. Stonewood’s team provides the link and password, and the advisor can begin sharing it immediately.
Why Stonewood
Stonewood Financial is not an IMO. Our books, marketing tools, and client analysis software can be used with any carrier through any IMO.
Stonewood books are written by retirement tax experts, designed to educate rather than alarm, and built to a clear call to action: talk to a qualified advisor like you.
If you’re looking for a digital lead-generation tool that gives prospects something real to engage with before the first call, Stonewood’s digital book subscription is for you.