Recent Articles
Every year in Stonewood Financial’s hometown of Louisville, the Kentucky Derby gives us hats, horses, mint juleps, and...
Books are a great marketing tool for retirement advisors.
I know how many marketing emails and postcards we receive here at Stonewood Financial from other companies advertising...
The holiday season is a time of celebration, connection, and rest. However, it can also bring a noticeable lull in...
If you’ve been following our blog this year, you’ve noticed I’ve been sharing some of my favorite message frames....
At this point, most people are familiar with the term “FinTech” or Financial Technology and its massive presence in our...
.png)
The financial services industry isn't a one-size-fits-all game. Different age groups have distinct financial goals,...
It’s summertime, which means many of us are gearing up to participate in that great American tradition: Road Trips....
As financial professionals, one of our responsibilities is to “inflate the balloon of urgency” – motivate clients to...