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How One Advisor Uses Stonewood
to Generate 2 Leads a Day

A Florida advisor turned retirement tax concerns into a repeatable lead generation system using Stonewood’s Retirement Tax Bill calculator.
For Robert, the goal was simple: Create a consistent way to get more prospects to raise their hand for a meeting. Here’s how he did it.
How One Advisor Uses Stonewood to Generate 2 Leads a Day How One Advisor Uses Stonewood to Generate 2 Leads a Day
Robert bought radio commercial time on his local station promoting a complimentary tax analysis. Listeners could visit his website, and in under 60 seconds generate their own retirement tax bill analysis. Behind the scenes, Stonewood’s RTB calculator was doing all the work. The tax analysis offer was the top-converting CTA in his marketing outreach, and Stonewood’s RTB calculator was sending him qualified leads with asset amount and contact information. His commercials now generate 1 to 2 leads every day.

Robert’s Results

Daily lead flow
1 to 2 leads per day
Case size range
$200K to $1.5M
Client Opportunities
AUM, Roth conversions, annuity and IUL
Tool used
Stonewood’s Retirement Tax Bill Calculator

The Challenge

Many prospects are not actively looking for a new advisor. They need a clear reason to engage.
For Robert, the opportunity was to lead with a topic that gets attention quickly: How taxes could affect retirement income. Stonewood’s Retirement Tax Bill calculator gave him a turnkey way to turn prospect interest in taxes into real engagement with his firm.

The Stonewood Solution

Stonewood’s Retirement Tax Bill calculator let Robert quickly capture interested prospects – while giving those savers something of value in return. The result? A growing prospect list, more appointments and a big increase in business.

  • RTB delivered a custom landing page Robert could imbed in his website for prospect conversions
  • Stonewood delivered 1:1 and group training to Robert and his team to make sure they maximized results
  • RTB offered a way to calculate a saver’s retirement taxes – no tax return needed
  • Prospects came to Robert’s team ready to engage around taxes
  • Robert also leveraged his RTB calculator in his seminars, email campaigns and more

The Results

Robert now gets 1 to 2 leads a day through Stonewood’s Retirement Tax Bill calculator. The cases range from $200K to $1.5M, and cover opportunities across AUM, Roth conversions, annuity and IUL sales.

"We are doing great with the RTB. We get 1 to 2 leads a day because I run the RTB commercials every day and they convert."

~ Robert

Want to Turn Retirement Tax Concerns Into More Appointments?

Stonewood’s RTB program helps advisors use tax concerns to build their list, capture leads, and start stronger planning conversations.

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