Recent Articles
Estate planning is one of 2024’s hottest seminar strategies for financial advisors. You don’t have to take my word for...
Last week, President Biden delivered his State of the Union Address to Congress and the American people. So this week,...
Here at Stonewood Financial, our goal is to help advisors have the best year ever in their practices. And last week,...
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...