Today’s savers face numerous risks as they prepare for a successful retirement – from tax and legislative risk to market volatility and lifespan. And they need YOUR help to navigate this rocky terrain.
So how can you, as an advisor, help your clients understand both the risks they face and your unique ability to help overcome them?
Increasingly, today’s successful advisors are turning to financial books to help them educate savers and convert prospects into clients.
But not any book will do. The book has to be impactful, not to mention simple to understand and easy to read. And, of course, it should have the perfect balance of serious topics and gentle humor.
Here at Stonewood Financial, we are big believers in the power of books to help generate leads and close business. Such big believers, in fact, that we have written three books of our own that advisors across the country leverage in their sales process.
We just updated all of our books for 2025 (it will come as no surprise that things are changing – fast!).
So, today, I want to share my top three takeaways from Stonewood Financial’s The New Holistic Retirement book:
1 | Retirement Has Changed – And So Should the Conversation
The book highlights a fundamental truth: retirement isn’t what it used to be. With increasing life expectancies, complex tax codes, and disappearing pensions, the modern retirement landscape is filled with more uncertainty and fewer guarantees. The New Holistic Retirement reframes the retirement planning conversation, shifting focus from chasing rates of return to achieving long-term financial security and peace of mind.
This shift resonates with today’s retirees who want to know, “Will I have enough?” “Can I reduce taxes?” “Will my money last?” The book sets the stage for these questions, giving you, as the advisor, a natural segue into a more holistic, values-based planning discussion.
2 | Education Builds Confidence and Trust
Savers are more likely to take action when they feel informed and empowered. The New Holistic Retirement is designed to do just that. It introduces critical concepts in plain language, breaking down complex topics like sequence-of-returns risk, tax diversification, and legacy planning into relatable stories and visuals.
When a prospective client reads the book before or after your initial meeting, they come back with better questions, greater clarity, and a deeper appreciation for your expertise. The book doesn’t replace the advisor – it elevates the advisor by preparing the client to engage meaningfully in the process.
3 | Simplicity Cuts Through the Noise
One of the book’s standout strengths is its ability to take overwhelming, complicated financial ideas and distill them into simple, digestible insights. In a world overflowing with conflicting advice and financial jargon, The New Holistic Retirement speaks directly to the reader’s core concerns and simplifies the path forward.
By using accessible language and a clear structure, the book makes holistic retirement planning feel achievable instead of intimidating. This simplicity not only reassures savers but also positions you as a trusted guide who can turn clarity into confident action.
Bottom Line
The New Holistic Retirement is more than a book – it’s a strategic tool that educates, engages, and elevates your value in the eyes of your clients. When paired with your personalized advice, it helps savers confidently navigate retirement’s most important questions.
Think The New Holistic Advisor might be helpful in your practice? We’re happy to send you a copy so you can read it yourself. Then, we can share some of the best sales process strategies to leverage the book to grow your practice.
Request your complimentary copy here. Let’s help your clients understand how to navigate the challenges ahead to achieve the retirement they want.
