Stonewood Financial Blog

The Importance of Continuous Learning for Financial Advisors in 2025 and Beyond!

“An investment in knowledge pays the best interest.” – Benjamin Franklin In retirement income planning, continuous...

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...

Lead Scoring 101: What’s a Lead Score and Why Does It Matter?

If you’re a financial advisor aiming to grow your practice, you’ve likely come across the term "lead scoring." But what...

What AI Says You Should Focus on in the Year Ahead

Artificial intelligence tools - like OpenAI’s ChatGPT and Google’s NotebookLM - will increasingly impact the way...

Using Social Media for Lead Generation: Best Practices for LinkedIn & Facebook

Are you finding leads online? Are you building trust with your clients and prospects on the platforms where they’re...

Four Ways to Evaluate the Election for Your Clients

The election is almost here, and it could have a BIG impact on our clients and their retirement assets. Will the Trump...

Embracing Innovation in Financial Planning

As we approach a pivotal election, financial advisors must remain vigilant about the legislative risks that could...

Why September is the Perfect Month to Address the Risk from Washington

September brings autumn temperatures, back-to-school vibes, and the return of the pumpkin spice latte. But September...

Mitigating Legislative Risk in Retirement: The Critical Role of IRMAA and IRA Strategies

It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...