With tax season here, it’s the perfect time to turn Roth strategies into new client revenue.
And we’ve got just the video to show you how.
Stonewood recently hosted our Roth to Revenue Bootcamp, a two-hour virtual training on today’s best-converting tax messaging, marketing, and analysis.
During the training, Becky, Neil and I cover:
The highest-converting tax messages for seminars and email
How to optimize Roth conversions in today’s tax environment
Prospecting strategies that attract high-net-worth tax leads
How conversions can drive annuity and life insurance sales
Strategies to minimize taxes and IRMAA during conversions and across a client’s lifetime
So make time this week to watch the recording and see why these strategies are resonating with so many advisors. It is a strong next step for anyone who wants to turn tax season into practice growth season.