Recent Articles
In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...
It’s January. Marketing plans are being implemented. Seminars are being scheduled. Social media posts are being...
Here at Stonewood, our passion is helping growth-minded advisors have their best year ever. So as we wind down 2023,...
The AI revolution may still be a ways off, but today’s initial crop of artificial intelligence tools can give financial...
I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...
At some point, most of us have run a client’s annuity illustration and thought: I wonder what the capital markets would...
The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...
Did you find this article by googling “risk tolerance questionnaire”? If so, you were probably also greeted with dozens...
Building Your Brand When it comes to financial advisor marketing, “branding” use to mean a good practice name, a nice...