Stonewood Financial Blog

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...

What Drove Advisor Success in 2023… And What’s Hot for 2024?

Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. So as we wind down 2023,...

Are Your Seminars and Workshops Evolving?

When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...

A Magic Ball on Taxes?

Where are taxes headed - and how will it impact American savers? That’s a question that should be on every financial...

The Bots are Here to Help: Leveraging AI in Marketing for Financial Advisors

The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...

Minimizing Tax Drag: Strategies for Financial Advisors to Boost Client Returns

I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...

We’re a Year Away from the 2024 Election. What Does it Mean for Your Clients?

If you’ve turned on the news lately (or read the paper… or looked at social media… or talked to practically anyone),...

The Hidden Tax Impact: Strategies for Financial Advisors to Save Client Wealth

The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...

Top 6 Financial Advisor Marketing Tools: A Toolkit for Independent Advisors

The best independent financial practices are really small businesses at heart. We have big ideas and need to achieve...

One Powerful Way to Transform Your Risk Tolerance Questionnaire

Did you find this article by googling “risk tolerance questionnaire”? If so, you were probably also greeted with dozens...