Recent Articles
100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood Financial’s...
In my experience, football coaches seem to have the funniest and most memorable sayings that never leave your brain. I...
If you’ve followed this blog (or ever heard me speak), you undoubtedly know I’m a big fan of message frames. Message...
As CJ Cregg, fictional White House Press Secretary on the hit TV show West Wing, once said: “Everybody’s stupid in an...
I’m a big fan of message frames.
When it comes to your clients and their retirement: Does it matter who wins November’s election? The answer is yes… and...
We’re living in a digital age. Even older clients are often consuming information and making decisions online - so...
Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...
It’s January. Marketing plans are being implemented. Seminars are being scheduled. Social media posts are being...
Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. So as we wind down 2023,...