Turn Media & Events Into Lasting Opportunities
Whether you're hosting seminars or podcasts, Stonewood Financial has tools that can help convert more of your prospects into meetings. Get started below.
Retirement Tax Bill Calculator
Looking for a way to engage your audience during your tax-focused event? Let your prospects see their potential retirement tax bill in real time.
IDEA: Insert a slide into your presentation deck that contains a QR code to your Retirement Tax Bill landing page.
Ask the audience to bring out their phones and scan the code to see their potential retirement taxes—and the tax savings possible by working with your firm. The calculator takes less than 30 seconds to complete, and your attendees have evaluated the personal impact of your seminar's tax topics.
WHY IT WORKS: Running an RTB analysis gives your attendees something of value during your presentation, and seeing a snapshot of their own numbers makes them more likely to book an appointment to get a full analysis. It also gives you important insights for post-event follow-up: You now have a list of your most engaged attendees, and you also know the general size of their IRA and where they think their taxes are.
.png?width=450&height=450&name=RTB%20Post%20Event%20(3).png "RTB Post Event (3)")
If you have event attendees who didn’t book an appointment with your firm, leverage your Retirement Tax Bill calculator in your retargeting communications.
IDEA: Email (or text) attendees the link to your RTB landing page and invite them to see their own numbers.
WHY IT WORKS: An RTB analysis makes the tax topics you discussed during the seminar personal to your prospect. It gives you a unique reason for follow-up and keeps the tax conversation going.
IDEA: Use your RTB landing page link in emails and texts to registrants who did not attend your event. Let them know you didn’t want them to miss out on the tax education, so you’re offering them a quick and easy way to estimate their potential retirement taxes.
WHY IT WORKS: An RTB analysis gives you a reason to reach out and offer something of value to a non-attendee. This can build trust—and once the prospect has completed the calculator, it gives you a reason to reach out for an appointment.
The Road Less Taxed Book
Hosting a tax-focused seminar or workshop? The Road Less Taxed can drive greater value for your guests.
IDEA: Give each attendee a copy of the book—either when they check in or placed on their table.
WHY IT WORKS: The book will reinforce the tax messages you’re discussing during your presentation—making them more likely to book an appointment at the event and during your post-event follow-up outreach. The book also gives the client something of value to take from the event.
This idea works especially well if you have customized the book as the author of the foreword, lending your expertise and credibility.
The digital version of The Road Less Taxed is perfect for your post-event re-targeting emails.
IDEA: Include a link to your digital book in your post-event email follow-up. It’s particularly effective to call out a specific chapter—for example, “I know minimizing taxes is important to you, so I wanted to make sure you saw Chapter 5 about where tax rates might be headed in the years ahead.”
WHY IT WORKS: If attendees weren’t ready to book an appointment at the event, you can continue to nurture the tax conversation through the book.
Looking for a CTA that gets listeners and viewers engaged with your practice? If you’re talking taxes on a podcast, video or radio show, offer listeners the chance to have their own Retirement Tax Bill run.
IDEA: During your show CTA, tell listeners how to access your Retirement Tax Bill landing page (for example, if the page is hosted on your website, you might say, "Visit my website at StonewoodFinancial.com and click on the Retirement Tax Bill button."Or if you’re using a vanity URL for your page, you might say, “Visit MyRetirementBillVA.com to run your numbers. ”)
WHY IT WORKS: An RTB analysis offers your listeners something of value if they take action now. And your practice has now captured that listener's contact information, giving you a great reason to follow up with an appointment offer.
.png?width=450&height=450&name=RTB%20Post%20Event%20(1).png "RTB Post Event (1)")
The Road Less Taxed Book
Books make a powerful give-away offer on podcasts and radio shows, and The Road Less Taxed can help take the retirement tax conversation from concept to action.
IDEA: Offer a complimentary copy of the book to listeners who call into your office.
WHY IT WORKS: The offer gives listeners something of value to take action on—and gives you an opportunity to connect live with additional listeners. The book offer converts whether the show is playing live or being accessed via recording.
This idea works especially well if you have customized the book as the author of the foreword, lending your expertise and credibility.
Let's put these strategies to work for you.
Need help implementing these ideas into your practice? We're here to guide you.
