Are Roth Conversions a good idea in today’s tax and market environment?
Can you really generate quality appointments through LinkedIn?
Will the Trump tax cuts be extended?
And what’s the best approach for legacy funds with the products on the market today?
Last week, nearly 600 advisors got the answers to these questions and more during Stonewood’s Virtual Innovate Summit.
We know summer can be a slower season in some advisor practices. So we thought, “What better time for our newsletter subscribers to get access to all this learning, too?”
And that’s why we’re offering you a chance to watch all three Virtual Innovate sessions – for free! But don’t delay, because the recordings are only available for the next two weeks.
Whether you’re in your office or on vacation at the beach this month, we invite you to spend some time sharpening your sales skills and gaining valuable information on what’s happening in Washington to share with your clients.
Read on to see what each day’s agenda delivers.
Day 1: Tax & Legislative Update, Optimizing Roth Conversions, Automated Webinars
Topics Covered:
- Why rising taxes could be the biggest, least understood risk facing today’s savers – even with an extension of the TCJA looking likely in the weeks to come
- How to optimize Roth conversions for your clients, minimizing both taxes and IRMAA
- What the latest news from Washington could mean for your clients and their retirement assets
- How to leverage automated webinars to generate leads for your practice
{% icon icon_set=”fontawesome-6.4.2″ name=”Circle Arrow Right” style=”SOLID” height=”20″ purpose=”decorative” title=”Circle Arrow Right icon” %}Watch Day 1
Day 2: Structuring Roth Conversions for Legacy, Marketing Messages, Lead Gen with LinkedIn
Topics Covered:
- Why it’s important to evaluate a Roth conversion’s break-even point – and when to leverage alternate approaches
- The top-converting messages on taxes and legislative change
- How to educate your clients on potential changes from Washington – without getting political
- How to leverage LinkedIn to generate new leads
- 2025’s top approach to maximize legacy for your clients
{% icon icon_set=”fontawesome-6.4.2″ name=”Circle Arrow Right” style=”SOLID” height=”20″ purpose=”decorative” title=”Circle Arrow Right icon” %}Watch Day 2
Day 3: Income Sales Ideas, Tools for Practice Growth, What’s Next for the Markets
Topics Covered:
- How to incorporate AUM, annuities, and life insurance into a complete approach for your clients
- The year’s top tools to drive lead gen, client acquisition, and client retention
- What could be ahead in the markets for your clients – and how to help them prepare
- Strategies to drive growth through the end of 2025 – and beyond
{% icon icon_set=”fontawesome-6.4.2″ name=”Circle Arrow Right” style=”SOLID” height=”20″ purpose=”decorative” title=”Circle Arrow Right icon” %}Watch Day 3
Special thanks to Stonewood partners who helped educate advisors throughout the training: RA Marketing with webinar best practices, Trained Advisor with LinkedIn insights, and AUM Navigator with the latest on the markets.
If you’re ready to put all the Innovate learning to work growing your practice, Stonewood has the tools, lead gen, and software to help. Click here to schedule a call with our team, and we’ll show you how to dramatically grow your practice with tax messaging in the year ahead.
Here’s to a summer of learning!
About the Author
Tyler Randall is the National Sales Director at Stonewood Financial. He works with financial advisors across the United States helping them position annuities strategically in retirement plans. Over the past 15 years, he's coached advisors who have written over $400M in annuity premium. His approach focuses on consultative selling, data-driven positioning, and building client confidence through transparency. Tyler is a frequent speaker at industry conferences and webinars.
