Powerful Tools for
Practice Growth
Software, Lead Gen and Training
for Growth-Minded Advisors
Trusted Across the Industry
.png?width=300&height=150&name=CreativeOne%20(2).png)
.png?width=300&height=150&name=Sammons%20Financial%20Group%20(2).png)
.png?width=300&height=150&name=Gradient%20(2).png)
.png?width=938&height=469&name=Signal%20(1).png)
.png?width=300&height=150&name=Impact%20(1).png)
Powering Growth-Minded Advisors
Reports Run
Stonewood reports let you evaluate taxes, income, and legacy potential between retirement strategies. See How
Advisors Trained
Join us at the next Innovate Conference, the industry's leading event on taxes in retirement. Register Now
Resources Downloaded
From seminars and emails to handouts and videos, Stonewood gives you the tools to educate and convert. Check Them Out
Industry Partners
The best in the business rely on Stonewood for growth. Ready to increase production? Let's Talk
.gif?width=750&height=421&name=Innovate%20-%20Presentation%20Graphics%20-%2005.23%20(4).gif)
What the Kentucky Derby Can Teach Advisors About Winning the Race for New Clients
Every year in Stonewood Financial’s hometown of Louisville, the Kentucky Derby gives us hats, horses, mint juleps, and at least one dramatic reminder that anything can happen in a two-minute race.
This year, that reminder came courtesy of Golden Tempo.
Golden Tempo did not exactly coast to victory at the front of the pack. He came from the back, surged late, and crossed the finish line in one of those “wait, where did HE come from?” moments that make the Derby so much fun to watch.
And this year’s story was bigger than the horse. With Golden Tempo’s win, trainer Cherie DeVaux became the first woman to train a Kentucky Derby winner, adding a history-making layer to an already unforgettable race.
That kind of breakthrough does not happen by accident. It takes vision, discipline, preparation, timing, and a team that knows how to execute when the moment arrives.