Laura Deignan · 26 Mar 2026 · 3 minutes

THE ROAD LESS TAXED

6 Ways Smart Advisors Turn Books Into Client-Generating Machines

Author: Laura Deignan Laura Deignan
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Advisors are always looking for ways to attract prospects, build trust, and deepen relationships.

One of the best marketing tools to accomplish these goals is also one of the most overlooked:

A book.

Used correctly, a book isn’t just educational content. It becomes a lead magnet, credibility builder, and client conversion tool.

This January, Stonewood published its fourth and newest book, The Road Less Taxed. And since then, advisors have been flooding our inbox with strategies on using the book to build their list, nurture their prospects, and convert their clients.

So here are the top six ways growth-minded advisors are putting books to work in their marketing today:

1. Use a Book as Your Lead Magnet

Email funnels perform best when you offer something valuable.

A complimentary book is a powerful offer because it feels substantial. It signals expertise, creates reciprocity, and gives prospects a reason to engage with you.

What’s more, books create a natural follow-up conversation: Did you enjoy the book? Do you have questions about how these tax risks affect your retirement plan?

2. Reinforce Your Seminar Message

Seminars are one of the most popular ways to generate leads and appointments – but even at the best seminar, some attendees just aren’t ready for a meeting.

Giving attendees a book solves that problem.

The right book can build on the urgency of your seminar message and validate the importance of the topics you’ve discussed. Books also keep the conversation going after your prospect leaves the room. It’s the reason smart advisors put a book at each attendee’s seat.

3. Increase Webinar Conversion Rates

Webinars are powerful, but digital leads often struggle with follow-through – and can take a longer path to an appointment.

A book helps close that gap. Sharing an immediate, digital copy of a book can help boost conversion for two different audiences: webinar attendees who didn’t book an appointment and webinar registrants who didn’t show up for the webinar. In both cases, the book deepens their understanding of the topics you’ve discussed and shows the importance of meeting with a qualified professional (i.e., you).

4. Amplify Your Social Media Strategy

Books perform exceptionally well on social media because they provide value and a clear call-to-action.

If you’re looking to generate new leads on social media or engage your existing audience, offering a complimentary book on a popular topic (like Taxes in Retirement) gives your followers a compelling reason to click.

5. Create an Offer for TV, Radio, and Podcasts

Books are a great offering for your media shows, whether you’re hosting TV, radio or podcasts.

“Want to learn more about the topics we discussed on today’s show? I’d love to send you a complimentary copy of my favorite book. Just call…. “

Books are a simple offer that turns media exposure into leads.

6. Make the Book Your Own

Want to write a book but haven’t found the time? Maybe you’ve written a book, but it doesn’t cover all the topics clients want to learn.

Customizing pre-written books can be a powerful, quick-to-market way to establish authority and thought leadership in the industry.

Through Stonewood’s Book Customization Program, you can take any of our four popular retirement savings books and have the pre-written foreword attributed to you. This puts your name and bio on the book, along with your contact information.

In the crowded marketplace of advisor services, this is one of the fastest ways you can establish authority and thought leadership.

The Bottom Line

Advisors who grow the fastest aren’t always the ones with the biggest marketing budgets.

Often, they’re the ones who know how to use marketing tools most strategically.

The right book can become your secret weapon: a lead generator, seminar amplifier, follow-up engine, and client relationship builder all at once.

If you’d like to read The Road Less Taxed and see for yourself why it’s driving advisor success, we’re happy to send you a complimentary copy.

After all, great books do more than educate – they convert.

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.