One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with Stonewood tools. Stonewood introduced our new Retirement Tax Bill List Builder & Lead Generator this spring, and since then I've heard from advisor after advisor having great success with the program.
RTB (as we call it for short) helps advisors like you acquire new leads, nurture their existing contacts, and close more business. Here at Stonewood, we love sharing success, so check out a few advisor stories below. Then, click here to schedule a demo and discover how RTB can help grow your practice.