Stonewood Financial Blog
Recent Articles
- Edward Smith
- April 26, 2024
As financial professionals, one of our responsibilities is to “inflate the balloon of urgency” – motivate clients to...
- Becky Swansburg
- April 19, 2024
“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...
- Becky Swansburg
- April 12, 2024
Reading over the Congressional Budget Office (CBO) report on FY2023 revenue and spending, I couldn’t help but think of...
- Becky Swansburg
- April 5, 2024
If you’re in the financial services business, it’s impossible to avoid people asking about Dave Ramsey. Dave Ramsey is...
- Neil Wilding
- March 29, 2024
In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...
- Becky Swansburg
- March 22, 2024
Estate planning is one of 2024’s hottest seminar strategies for financial advisors. You don’t have to take my word for...
- Becky Swansburg
- March 15, 2024
Last week, President Biden delivered his State of the Union Address to Congress and the American people. So this week,...
- Laura Deignan
- March 8, 2024
Here at Stonewood, our goal is to help advisors have the best year ever in their practices. And last week, our brand...
- Becky Swansburg
- March 1, 2024
100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood’s Innovate...
- Edward Smith
- February 23, 2024
In my experience, football coaches seem to have the funniest and most memorable sayings that never leave your brain. I...
- Becky Swansburg
- February 16, 2024
If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...
- Becky Swansburg
- February 9, 2024
As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...
- Becky Swansburg
- February 2, 2024
I’m a big fan of message frames.
- Becky Swansburg
- January 26, 2024
When it comes to your clients and their retirement: Does it matter who wins November’s election? The answer is yes… and...
- Laura Deignan
- January 19, 2024
We’re living in a digital age. Even older clients are often consuming information and making decisions online - so...
- Neil Wilding
- January 12, 2024
Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...
- Becky Swansburg
- January 5, 2024
It’s January. Marketing plans are being implemented. Seminars are being scheduled. Social media posts are being...
- Alec Stout
- December 22, 2023
Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. So as we wind down 2023,...
- Neil Wilding
- December 15, 2023
When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...
- Becky Swansburg
- December 7, 2023
Where are taxes headed - and how will it impact American savers? That’s a question that should be on every financial...
- Becky Swansburg
- December 1, 2023
The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...
- Neil Wilding
- November 17, 2023
I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...
- Neil Wilding
- November 10, 2023
At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...
- Becky Swansburg
- November 3, 2023
If you’ve turned on the news lately (or read the paper… or looked at social media… or talked to practically anyone),...
- Neil Wilding
- October 20, 2023
The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...
- Becky Swansburg
- October 13, 2023
The best independent financial practices are really small businesses at heart. We have big ideas and need to achieve...
- Becky Swansburg
- October 6, 2023
Did you find this article by googling “risk tolerance questionnaire”? If so, you were probably also greeted with dozens...
- Becky Swansburg
- September 29, 2023
Marketing to High-Net-Worth Individuals High-net-worth savers are in high demand among growth-minded advisors. Who...
- Becky Swansburg
- September 22, 2023
Let’s talk about content marketing. If you’re a growth-minded advisor, content marketing is key. In fact, it might...
- Becky Swansburg
- September 15, 2023
Do you have all the clients you could ever want or need? Of course not. Chances are, as an advisor, you split your time...
- Becky Swansburg
- September 8, 2023
Building Your Brand When it comes to financial advisor marketing, “branding” use to mean a good practice name, a nice...
- Becky Swansburg
- July 26, 2023
Tax Risk. Legislative Risk. What the heck is the difference? As things stay hot in Washington, I’m getting asked this...
- Neil Wilding
- October 3, 2022
Have you signed up for Stonewood's new Retirement Tax Bill program? Advisors like you are using it to prospect and...
- Becky Swansburg
- July 28, 2022
Remember David Letterman's Top 10 Lists? Today's blog post is a throwback to the glory days of the Late Show. We're...
- Neil Wilding
- June 28, 2022
One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with...
- Abigail Harrison
- May 24, 2022
Our recent Innovate IUL conference brought the industry's brightest minds to Louisville, Kentucky, for two days of...
- Neil Wilding
- April 22, 2022
You asked, we answered. For several years, advisors like you have been asking us to create a lead generation tool built...
- Abigail Harrison
- December 22, 2021
As we wrap up the year here at Stonewood, we're celebrating our members' triumphs and looking ahead to a successful...
- Becky Swansburg
- November 29, 2021
In November, advisors from across the country gathered to learn at Stonewood's inaugural Innovate IUL conference in...
- Neil Wilding
- October 26, 2021
Every news item out of Washington seems to include details of a new or expanded tax. And generally, American savers...
- Becky Swansburg
- September 28, 2021
As financial professionals, we work hard to limit our clients’ exposure to risk in retirement.
- Becky Swansburg
- August 27, 2021
We've had an incredible response to our newest book - from advisors and clients alike. So why did we write it? And what...
- Martin Ruby
- April 2, 2020
It doesn’t take an actuary to know today’s market is in a volatile tumble. The social distancing protocol of the...
- Martin Ruby
- February 6, 2020
Today's IUL is very different - in design and use - from many of the UL products of the past. But a recent Wall Street...
- Martin Ruby
- February 6, 2020
I’m sure you run across clients who are true followers of Dave Ramsey. These clients are committed to getting debt-free...
- Martin Ruby
- January 24, 2018
In December, Congress passed a bill that could transform your practice in 2018 and beyond. I’m talking, of course,...
- Martin Ruby
- December 14, 2017
There’s been a lot of chatter lately (particularly from whole life producers) about the effectiveness of AG 49. Most of...
- Neil Wilding
- November 10, 2017
We bet it’s the most common objection you hear: IUL is an expensive way to save. You’ll hear it from prospects who did...
- Neil Wilding
- October 23, 2017
Nearly all Americans believe a myth. Every time savers look at their IRAs, they take part in the Great American Savings...
- Neil Wilding
- October 23, 2017
We all agree financial professionals should get paid for their work. But our industry is torn over how we get paid....
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