Stonewood Financial Blog

Innovate Virtual Summit: What’s Helping Advisors Grow in 2024

As Elliot Masie said, "We need to bring learning to people instead of people to learning." That's exactly what we did...

Inflating The Balloon of Urgency

As financial professionals, one of our responsibilities is to “inflate the balloon of urgency” – motivate clients to...

Peak Practice Transformation

Here at Stonewood, our goal is to help advisors have the best year ever in their practices. And last week, our brand...

Dispatches from the Innovate Summit

100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood’s Innovate...

Keep It Simple for Better Client Conversion

In my experience, football coaches seem to have the funniest and most memorable sayings that never leave your brain. I...

Lead Gen for Financial Advisors: Next-Level Strategies to Attract Prospective Clients

Do you have all the clients you could ever want or need? Of course not. Chances are, as an advisor, you split your time...