Guiding Your Clients Down the Road Less Taxed

What a rush!

This month, we published our brand-new book: The Road Less Taxed: How to Outsmart Washington & Take Control of Your Retirement.

Already, more than 200 advisors have requested a copy to read and share with their clients. 

The Road Less Taxed was written to address one of the fastest-growing blind spots in retirement planning: The tax risk coming from Washington.

Today’s savers are entering retirement with historically large balances in tax-deferred accounts – right at a time when Washington is facing rising debt, persistent deficits, and increasing pressure to generate revenue. The book educates savers on how these realities can impact retirement income, Social Security, and Medicare fees – and how they can take control of their retirement from Washington.

We wrote this book without politics or fear-based messaging. Instead, it gives clients a clear framework for understanding why taxes matter more than ever in retirement, and how proactive planning (with the help of an advisor like YOU) can keep them in control.

Putting The Road Less Taxed to Work

The response since launching the book has been overwhelming. Advisors across the country have told us they’ve been looking for a client-friendly way to explain tax risk and motivate good planning decisions. Many are already using the book as a conversation starter with clients and prospects.

Here are four ways advisors are using The Road Less Taxed in their practices:

• Building Lists | Successful advisors know their marketing is only as good as the list they can market to. Digital or print copies of The Road Less Taxed can be offered to cold prospects through lead capture forms, and marketing on websites, social media and more. It’s also a great giveaway at seminars and a powerful call-in request for podcasts, TV and radio shows.
• Nurturing Leads | So you have a large list of leads. Now, you need to nurture those leads into potential clients. An offer of the print or digital book is a powerful CTA in email nurture funnels – either as part of your existing warm-up funnel or as a dedicated funnel nurturing leads on your email list.

• Converting Prospects | In the end, we know your goal is to turn warm prospects into quality clients. We purposefully wrote The Road Less Taxed with a strong call-to-action to meet with a qualified advisor who has experience mitigating tax risk from Washington.

• Driving Value & Wallet Share | Happy clients commit more of their assets to your care – and share your expertise with their friends. Advisors are using The Road Less Taxed book in their annual review process to open tax conversations and acquire additional assets. Advisors are also leveraging the book in their referral process – offering to send a copy to friends and family of their existing clients.

Setting Your Clients Down the Road Less Taxed

At its core, The Road Less Taxed reflects our passion for helping U.S. savers protect what they’ve worked a lifetime to build. Legislative risk is a different kind of risk. It’s unpredictable, long-term, and often misunderstood. We believe successful advisors will be the ones who help clients navigate not just investment risk, but tax and policy risk as well. And we wrote The Road Less Taxed to help you do it.

Want to see what the buzz is all about? We’ll send you a copy.  Click here to request yours. 

Writing this book was an absolute labor of love. I’m so excited to get it in the hands of U.S. savers (and the forward-planning advisors who serve them).

About the Author

Becky Swansburg | CEO, Stonewood Financial

Becky helps your clients outsmart Washington and take control of their retirement. Making the complex simple and meaningful? It’s all in a day's work.