Stonewood Financial Blog

The Importance of Continuous Learning for Financial Advisors in 2025 and Beyond!

“An investment in knowledge pays the best interest.” – Benjamin Franklin In retirement income planning, continuous...

Lead Scoring 101: What’s a Lead Score and Why Does It Matter?

If you’re a financial advisor aiming to grow your practice, you’ve likely come across the term "lead scoring." But what...

Using Social Media for Lead Generation: Best Practices for LinkedIn & Facebook

Are you finding leads online? Are you building trust with your clients and prospects on the platforms where they’re...

Embracing Innovation in Financial Planning

As we approach a pivotal election, financial advisors must remain vigilant about the legislative risks that could...

Mitigating Legislative Risk in Retirement: The Critical Role of IRMAA and IRA Strategies

It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...

Navigating the Digital Frontier: A Modern Financial Advisor’s Guide to Thriving Online

In an era where digital transformation is not just a trend but a necessity, financial advisors find themselves at a...

SEO Made Easy: Financial Advisors’ Top Tips & Tricks

Where do you turn for answers? For most of us, it’s Google or similar search engines. A prospective client’s journey to...

From Boomers to Gen Z: A Financial Advisor's Guide to Multi-Generational Marketing

The financial services industry isn't a one-size-fits-all game. Different age groups have distinct financial goals,...

Cracking the Code: How to Optimize Tax-Free Conversions

Advisors who help their clients mitigate tax and legislative risk in retirement naturally spend a lot of time helping...

Heading off on a Summer Vacation? Put Your Lead Gen on AutoPilot

Growing your practice requires generating leads, and for many advisors that means live prospecting events. But as...