Recent Articles
As we approach a pivotal election, financial advisors must remain vigilant about the legislative risks that could...
Where do you turn for answers? For most of us, it’s Google or similar search engines. A prospective client’s journey to...
The financial services industry isn't a one-size-fits-all game. Different age groups have distinct financial goals,...
Growing your practice requires generating leads, and for many advisors that means live prospecting events. But as...
As Elliot Masie said, "We need to bring learning to people instead of people to learning." That's exactly what we did...
As financial professionals, one of our responsibilities is to “inflate the balloon of urgency” – motivate clients to...
Here at Stonewood Financial, our goal is to help advisors have the best year ever in their practices. And last week,...
100 advisors walk into a hotel ballroom. No, it’s not the start of a joke. It’s the start of Stonewood Financial’s...
In my experience, football coaches seem to have the funniest and most memorable sayings that never leave your brain. I...
I’m a big fan of message frames.