Stonewood Financial Blog

The Hidden Tax Impact: Strategies for Financial Advisors to Save Client Wealth

The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...

One Powerful Way to Transform Your Risk Tolerance Questionnaire

Did you find this article by googling “risk tolerance questionnaire”? If so, you were probably also greeted with dozens...

Building Your Brand: Effective Financial Advisors Marketing Tips

Building Your Brand When it comes to financial advisor marketing, “branding” use to mean a good practice name, a nice...

RTB In Action: $15M in New Business

Have you signed up for Stonewood's new Retirement Tax Bill program? Advisors like you are using it to prospect and...

10 Smart Ways to Put RTB to Work

Remember David Letterman's Top 10 Lists? Today's blog post is a throwback to the glory days of the Late Show. We're...

RTB In Action: Success Stories from our Advisors

One of the most gratifying parts of my job is hearing from advisors who are hitting it out of the ballpark with...

It's here! Transform your practice with RTB.

You asked, and we answered. For several years, advisors like you have been asking us to create a lead-generation tool...

Taxes are going up. Now what?

Every news item out of Washington seems to include details of a new or expanded tax. And generally, American savers...

What Our Authors Love Most About "The New Holistic Retirement"

We've had an incredible response to our newest book - from advisors and clients alike. So why did we write it? And what...

Your Client’s Hidden Debt

I’m sure you run across clients who are true followers of Dave Ramsey. These clients are committed to getting debt-free...