Stonewood Financial Blog

From Boomers to Gen Z: A Financial Advisor's Guide to Multi-Generational Marketing

The financial services industry isn't a one-size-fits-all game. Different age groups have distinct financial goals,...

Innovate Virtual Summit: What’s Helping Advisors Grow in 2024

As Elliot Masie said, "We need to bring learning to people instead of people to learning." That's exactly what we did...

Peak Practice Transformation

Here at Stonewood, our goal is to help advisors have the best year ever in their practices. And last week, our brand...

From Likes to Leads: How to Master Social Media Marketing as a Financial Advisor

We’re living in a digital age. Even older clients are often consuming information and making decisions online - so...