Stonewood Financial Blog

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...

Dispatches from the Innovate Summit

100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood’s Innovate...

Keep It Simple for Better Client Conversion

In my experience, football coaches seem to have the funniest and most memorable sayings that never leave your brain. I...

Is your client in debt to the IRS? If they have an IRA, the answer is “yes.”

If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...

Legislative Risk and Life Insurance: Are There Red Flags Ahead?

As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...

Will the 2024 Election Impact Your Clients (and their Retirement)? The Answer is Yes… And No.

When it comes to your clients and their retirement: Does it matter who wins November’s election? The answer is yes… and...

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...

What Really Makes a Fiduciary? It May Not Be What Lawmakers Think

Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...

What’s Hot for 2024: Lead Generation for Financial Advisors

It’s January. Marketing plans are being implemented. Seminars are being scheduled. Social media posts are being...