Stonewood Financial Blog

Decisions in Washington are Impacting Your Clients. Here’s Your Chance to Learn More.

Leadership in Washington has been busy debating bills and policies that could significantly impact U.S. savers. So,...

Innovate Summit: Shaping the Future of Financial Strategies

This week at Innovate Summit we brought the industry's brightest minds together for two days of powerful insights,...

100 Advisors Are Coming to Louisville. Here’s What They Plan to Learn.

Next week, Stonewood Financial is welcoming over 100 of the nation’s top independent financial advisors to Louisville,...

The Power of Personalization: Tailoring Your Approach to Each Client's Unique Needs

I know how many marketing emails and postcards we receive here at Stonewood Financial from other companies advertising...

Is Your Client Paying Optional Taxes? Here’s How to Help Them Find Out.

If you’ve been following our blog this year, you’ve noticed I’ve been sharing some of my favorite message frames....

The Role of Technology in Enhancing Client Service: Tools for Better Communication and Support

At this point, most people are familiar with the term “FinTech” or Financial Technology and its massive presence in our...

Embracing Innovation in Financial Planning

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

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,...

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...