Is Your Prospect's
Retirement Tax Bill TOO BIG?

YOU CAN HELP THEM FIND OUT.

GENERATE LEADS WITH THE RETIREMENT TAX BILL PROGRAM

Schedule a Demo | Generate New Leads

Ready to Generate Leads? Here's How it Works:

 
 
Run Your Own Report
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Schedule a Demo

What you get:

 Custom RTB Landing Page
  Marketing Materials & Funnels
  Client Analysis Software
  Training & Coaching
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BUILD
YOUR LIST

RTB leverages your prospects' tax concerns to grow your marketing list. Your custom lead-capture page attracts new opportunities to your practice.
 


NURTURE
YOUR LEADS

Social media content, lead capture funnels and email marketing are all included to ensure prospects engagement
with your content. 
 


CONVERT YOUR PROSPECTS

Leverage the industry's top tax story to convert prospects into clients - whether they're new leads, existing opporunities, or even current clients with new wallet-share.
 

Drive More Leads.
We Can Help.

Stonewood Financial delivers powerful, proven tools to grow your practice and deliver complete retirement advice to clients. Learn more about the coaching, training, software and marketing available as part of the Retirement Tax Bill program.

  Schedule a Demo  |  GENERATE NEW LEADS 
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RTB