Stonewood Financial is a leading provider of software, marketing, and training solutions designed to help growth-minded advisors enhance their practice. With powerful tools for analyzing clients' taxes, income, and legacy potential, as well as effective marketing programs and lead generation strategies, Stonewood empowers advisors to cut through the noise and achieve tangible results. Trusted by over 46,000 advisors and supported by a network of 35 industry partners, Stonewood Financial is dedicated to powering the growth of financial professionals.
From their innovative software and client reports to top-notch training, coaching, and industry events, Stonewood equips advisors with the resources needed to excel in a competitive landscape. With a focus on education and conversion, Stonewood has trained over 5,000 advisors and provided 15,000 valuable resources, ensuring that advisors have the tools necessary to educate and convert clients effectively. By delivering proven sales programs and client-facing toolkits, Stonewood Financial is committed to helping agents achieve their growth goals and take their practice to new heights.
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