RTB In Action: Success Stories from our Advisors

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. 

My Top 3 Advisor Success Stories of the Month: 

Phoenix, AZ |  Email TargetingTop 3 - Icons (4)

  • Activity: This advisor used Stonewood's email templates and  funnel to target warm leads over the age of 60 with qualified assets. 
  • Results: 152 leads from a 3 email campaign
  • Total Client Acquisitions from Campaign: $10 million total FIA Roth Conversions

The Villages, FL  |  Seminar CTA 

Top 3 - Icons (7)
  • Activity: This advisor incorporated the Retirement Tax Bill Calculator into the close for their seminars. At the event, they allowed attendees to discover their own Tax Bill by posting a QR code leading to their custom RTB page. Once the attendees were shocked by the size of their bills, the advisor asked for the appointment - and promised to help them address that bill.
  • Results: Increase in percentage of appointments booked
  • Most Impressive Metric: 200% increase in revenue from seminars, spread across AUM, FIA and IUL sales. 

Charlotte, NC |  Social Media

  • Top 3 - Icons (5)

    Activity:  Created paid ads on Facebook with Stonewood's social media templates.
  • Results: Increased engagement with Facebook ads and their RTB landing page.
  • Biggest Win:  Client from social media ads bought in to the advisor's New Holistic approach. The client moved $1.1 M in AUM, and purchased an $800k FIA and 7-Pay IUL at $30k / year.

Our goal at Stonewood is to help our advisors have their best year ever. That's why we designed RTB with you in mind — making it easier than ever to generate new leads for your practice. We can't wait for you to put this powerful new tool to work!

  Ready to see it in action? Schedule a demo. Or, run your own retirement tax bill analysis.

And when you have big wins with the RTB program, be sure to let me know. After all, hearing your success is the most satisfying part of my job.