Stonewood Financial Blog

Building Your Brand: Effective Financial Advisors Marketing Tips

Building Your Brand When it comes to financial advisor marketing, “branding” use to mean a good practice name, a nice...

Tax & Legislative Risk: What's the Difference?

Tax Risk. Legislative Risk. What the heck is the difference? As things stay hot in Washington, I’m getting asked this...

10 Smart Ways to Put RTB to Work

Remember David Letterman's Top 10 Lists? Today's blog post is a throwback to the glory days of the Late Show. We're...

Innovate IUL Recap

In November, advisors from across the country gathered to learn at Stonewood's inaugural Innovate IUL conference in...

The Growing Need for Savers to Understand “Legislative Risk”

As financial professionals, we work hard to limit our clients’ exposure to risk in retirement.

What Our Authors Love Most About "The New Holistic Retirement"

We've had an incredible response to our newest book - from advisors and clients alike. So why did we write it? And what...