Stonewood Financial Blog

How to Nurture Leads After Scoring: Turning Prospects into Clients

So, you’ve set up lead scoring in your CRM and have a prioritized list of prospects. Now what? The next step is...

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...

SEO Made Easy: Financial Advisors’ Top Tips & Tricks

Where do you turn for answers? For most of us, it’s Google or similar search engines. A prospective client’s journey to...