Stonewood Financial Blog

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 Financial, our goal is to help advisors have the best year ever in their practices. And last week,...

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...