Stonewood Financial Blog
Recent Articles
- Becky Swansburg
- May 3, 2024
On Saturday, two dozen 3-year-old thoroughbreds will trot to the starting gate for the 150th running of the Kentucky...
- Laura Deignan
- March 8, 2024
Here at Stonewood Financial, our goal is to help advisors have the best year ever in their practices. And last week,...
- Becky Swansburg
- March 1, 2024
100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood Financial’s...
- Laura Deignan
- January 19, 2024
We’re living in a digital age. Even older clients are often consuming information and making decisions online - so...
- Neil Wilding
- December 15, 2023
When it comes to group marketing, successful advisors are always evolving one of two things: either the content they’re...
- Becky Swansburg
- December 1, 2023
The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...
- Neil Wilding
- November 10, 2023
At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...
- Becky Swansburg
- October 13, 2023
The best independent financial practices are really small businesses at heart. We have big ideas and need to achieve...
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