The Election is Coming. Here are 3 Resources to Help Your Clients Prepare

We’re now less than two weeks away from the election. 

Which means…

You have two weeks to leverage America's attention on the election to help you attract leads and better serve your clients. 

Here’s why:

We know our clients need to be concerned about the risk of rising taxes. But we also know it can be hard to move a client toward a decision around the tax status of their retirement assets. After all, it’s hard to predict where taxes will be in the future, and it’s easy to put off making a decision. 

The election can help focus our client’s attention on the urgent need to discuss their tax situation with a trusted financial professional. 

The 2024 election has gifted financial advisors with a ripe environment to have meaningful tax conversations with prospects and clients about taxes - IF you have the tools to take advantage of this environment. 

So, today, I’m sharing 3 steps to help you fill your calendar with election-focused meetings over the next two weeks and beyond.

#1 | Read this Blog Post to Understand How to Evaluate the 2024 Election for Your Clients

Here are four ways to evaluate the election for your clients - and how to use these themes in your prospecting, marketing and client meeting process. READ NOW

#2 | Watch this Webinar to Learn How to Message the Election… Without Being Political

Can you talk about the election with your clients and prospects without coming off as a mouthpiece for one of the candidates? Absolutely, and I explain how in this recent webinar I hosted. WATCH NOW

#3 | Download these FREE Resources to Leverage the Election in Your Marketing

Here at Stonewood Financial, we believe rising taxes and legislative changes are the nation’s top emerging risks for U.S. savers. And our passion is helping you help your clients prepare. We’ve put together an Election Toolkit full of brochures, videos and more you can use with your clients and prospects to educate them about the impact Washington can have on their retirement. DOWNLOAD NOW

Get Ready for November… and Beyond

Now is the perfect time to start leveraging what's happening in Washington to attract leads, book appointments, and move clients toward meaningful, informed decisions. 

But it doesn’t stop on Election Day. The year ahead will bring a new administration, new Congress, and new policy ideas. And Stonewood Financial will be here to help you synthesize it all into meaningful conversations with your clients. 

Because if there’s one thing I know, it's this: America is not one election away from solving our nation’s problems. The debate in Washington will continue to be volatile, and the risk of rising taxes will continue to grow. By helping your clients address tax and legislative risk today, you’ll be preparing them for what’s to come in the decades ahead.

So be sure to subscribe to this blog and share it with your colleagues - you won’t want to miss the insights to come.