One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with Stonewood Financial tools. Stonewood Financial introduced our new Retirement Tax Bill List Builder & Lead Generator this spring, and since then I’ve heard from advisor after advisor having great success with the program.
RTB (as we call it for short) helps advisors like you acquire new leads, nurture their existing contacts, and close more business. Here at Stonewood Financial, we love sharing success, so check out a few advisor stories below. Then, click here to schedule a demo and discover how RTB can help grow your practice.
Close More Business with Stonewood Reports
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Roth Done RightTax & IRMAA Analysis
Annuity AlphaFIA vs. Managed Account
Legacy Done RightLife Insurance Analysis
Total Tax BurdenRetirement Tax Snapshot
My Top 3 Advisor Success Stories of the Month:
Phoenix, AZ | Email Targeting
Activity: This advisor used Stonewood Financial’s email templates and funnel to target warm leads over the age of 60 with qualified assets.
Results: 152 leads from a 3-email campaign
Total Client Acquisitions from Campaign: $10 million total FIA Roth Conversions
The Villages, FL | Seminar CTA
Activity: This advisor incorporated the Retirement Tax Bill Calculator into the close for their seminars. At the event, they allowed attendees to discover their own Tax Bill by posting a QR code leading to their custom RTB page. Once the attendees were shocked by the size of their bills, the advisor asked for an appointment – and promised to help them address that bill.
Results: Increase in percentage of appointments booked
Most Impressive Metric: 200% increase in revenue from seminars, spread across AUM, FIA, and IUL sales.
Charlotte, NC | Social Media
Free Advisor Training
Turn Roth Conversations Into Revenue
Watch this complimentary training to learn how leading advisors use retirement tax concerns to create urgency, open Roth conversion conversations, and uncover valuable new planning opportunities.
Video Training
Create urgency around tax planning
Open more Roth conversion conversations
Uncover new planning opportunities
Activity: Created paid ads on Facebook with Stonewood Financial’s social media templates.
Results: Increased engagement with Facebook ads and their RTB landing page.
Biggest Win: Clients from social media ads bought into the advisor’s New Holistic approach. The client moved $1.1 M in AUM and purchased an $800k FIA and 7-Pay IUL at $30k / year.
Our goal at Stonewood Financial is to help our advisors have their best year ever. That’s why we designed RTB with you in mind — making it easier than ever to generate new leads for your practice. We can’t wait for you to put this powerful new tool to work!
And when you have big wins with the RTB program, be sure to let me know. After all, hearing your success is the most satisfying part of my job.
Free Study Group Replay
How Stonewood Advisors Stay Ahead of the Next Planning Conversation.
Watch a recent Stonewood Study Group focused on the legacy planning conversation. You’ll see how Stonewood helps advisors break down timely planning topics, client conversation angles, and practical strategies you can put to use immediately.
Strategy expertise and training that actually moves the needle. Neil sees the big opportunities coming - and develops tools to let you take advantage of them.
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.
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