Recent Articles
IRMAA is suddenly the “it” topic for advisor seminars, webinars, and more. For the uninitiated, IRMAA, or the...
When I founded Stonewood Financial over 20 years ago, I had no idea the industry force it would become. At the time, we...
The holiday season is a time of celebration, connection, and rest. However, it can also bring a noticeable lull in...
So, you’ve set up lead scoring in your CRM and have a prioritized list of prospects. Now what? The next step is...
Is a Roth Conversion really worth it? It's a question I encounter almost daily—whether on the internet, on YouTube, in...
“An investment in knowledge pays the best interest.” – Benjamin Franklin In retirement income planning, continuous...
If you’re a financial advisor aiming to grow your practice, you’ve likely come across the term "lead scoring." But what...
Are you finding leads online? Are you building trust with your clients and prospects on the platforms where they’re...
As we approach a pivotal election, financial advisors must remain vigilant about the legislative risks that could...
It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...