Is Your Prospect's
Retirement Tax Bill TOO BIG?

HELP THEM FIND OUT & REDUCE IT

with THE RETIREMENT TAX BILL | List Builder & Lead Generator

Schedule a Demo | Generate New Leads

How are advisors like you generating leads
with the Retirement Tax Bill program? 

 
 
Run Your Own Report
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Schedule a Demo


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.
 
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What you get:.

 Custom RTB Landing Page
  Marketing Materials & Funnels
  Client Analysis Software
  Training & Coaching
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When it comes to retirement planning, taxes are one of today’s most powerful marketing messages – for Baby Boomers and pre-retirees alike.
 
Stonewood Financial's Retirement Tax Bill | List Builder & Lead Generator makes it easy to generate leads for your practice. Add this turn-key prospecting tool to your existing marketing approach, or attract leads in a new area of growth for your practice. 
 

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 
 Watch our recent Webinar  |  WATCH RECORDING NOW
RTB