Martin Ruby · 19 Dec 2024 · 3 minutes

FINANCIAL ADVISOR MARKETING TOOLS

Here’s the Recipe for Making 2025 Your Practice’s Best Year Ever.

Author: Martin Ruby Martin Ruby
Share on:
Schedule Demo Get a Free Report

When I founded Stonewood Financial over 20 years ago, I had no idea the industry force it would become. 

At the time, we were a retail practice, and like so many successful companies in our industry, our growth began when other advisors asked about our secret to success – and if we could help them replicate it. 

Today, Stonewood provides a complete suite of marketing, software and training to our country’s most successful, growth-minded advisors. 

We’ve added many new followers in recent months, so let’s take this opportunity to dive into who Stonewood is today – and how it can help drive your practice growth in the year ahead.

The Power of Stonewood

At Stonewood, we pride ourselves on being more than just a company—we are a partner in your success. Through our membership model, we deliver the tools, strategies, and training to help you help your clients prepare for today’s biggest retirement risks. From tax and legislative changes to new ways to evaluate income needs, if you want to stay ahead of the curve (and ahead of the competition) we can help.

Above all, Stonewood is here to help you open conversations and close business.

What We Offer: Marketing, Software and Training

At Stonewood, we focus on the front end of the sales process:

  1. RTB Fan navy circleMarketing & Lead Gen: Stonewood helps you prospect with today’s most effective marketing messages. From brochures and books to online tools and seminars, we have the content you need to drive leads and book appointments. Check out our Retirement Tax Bill lead gen tool here.

  2. Annuity Alpha Icon Fan with Computer (1)Software & Client Reports: You’ve booked the appointment. Now, Stonewood helps you turn that lead into a client. Our conversation-opening reports evaluate taxes and income in ways your prospect has never seen – delivering a simple, compelling reason to do business with you. Take a look at our Annuity Alpha software.

  3. Marty Presenting Innovate Summit Navy CircleTraining & Coaching: Expertise drives confidence. Our industry-leading training events keep you updated on the latest strategies, news from Washington, sales ideas and more. Our one-on-one coaching helps tailor our strategies to your practice. Registration is now open for our February Innovate Summit Training Conference – if you want to see why advisors tell us
    Stonewood is the most effective training they’ve ever
    experienced, this is your chance. 

Leveraging a New Kind of Expertise

We know the market is full of software and marketing programs aimed at advisors like you. So what drives Stonewood’s success? Why do top advisors choose to partner with us for practice growth? 

We draw on deep knowledge from within and outside of our industry. Our team includes long-time industry veterans and those bringing the best ideas from outside the industry. We leverage actuarial expertise (me), White House experience (Becky), and knowledge of emerging retirement risks (Neil) into creating leading-edge opportunities for Stonewood members.

Our goal? To be industry experts creating industry experts.

Why Choose Stonewood Financial?

When you join Stonewood Financial, you’re not just investing in software or marketing—you’re investing in a proven system for growth. Our mission is to help you succeed by providing unmatched support, actionable insights, and innovative tools that drive results.

Here’s what makes us different:

  • Expertise: We’ve been where you are, and we know what it takes to succeed.

  • Results-Driven: Our focus is on delivering measurable outcomes that grow your practice.

  • Comprehensive Support: From software to strategy, we have you covered.

  • Commitment to Excellence: We work with you to refine your approach and exceed your goals.

Let’s Build Your Success Story Together

Our mission at Stonewood is simple: to help advisors like you have their Best Year Ever.

As we start 2025, I encourage you to make an investment in the success of your practice. That starts with a small investment of time. If you haven’t experienced Stonewood for yourself, click here to schedule a demo. If you’re already a member, click here to book a coaching call and our team will update you on what’s new in your membership for 2025.

Here’s to a year of growth and success!

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.

Related Articles

← Previous Blog Next Blog →