Stonewood training is built around one goal: Help you improve how you evaluate, communicate, and close business with your clients.
Live conferences, coaching, and on-demand learning are all designed to teach you new strategies and how to implement them for practice growth.
Watch a recent Stonewood Study Group focused on the legacy planning conversation. You’ll see how Stonewood helps advisors break down timely planning topics, client conversation angles, and practical strategies you can put to use immediately.
Advisors Trained
Trainings a Year
In the Industry
The industry’s leading practice development conference. Innovate is where advisors go to learn what’s working now - from tax strategies and income approaches to marketing systems and sales ideas.
The industry’s top training - now from the comfort of your home or office. Access virtual events and on-demand courses that cover sales strategies, client conversations, prospecting ideas, and report best practices.
Monthly calls focused on what’s new and what matters. Join Stonewood experts to stay updated on legislative changes, sales ideas, and planning strategies that impact your clients.
Personalized support tailored to your practice. Stonewood coaching helps you apply strategies based on your specific clients, goals, and challenges.
$1.2M client acquisition. $50K IUL premium. Doubled FIA sales. Renewed passion for the business after 25+ years. That's what practice-ready training looks like.
Stonewood’s training and coaching programs help independent advisors grow, with live conferences, on-demand courses, study groups, and one-on-one coaching built around one goal: improve how you evaluate, communicate, and close business with your clients.
More than 8,000 advisors have trained with Stonewood. This is practice-growth training you can put to work in your next client meeting.
Most financial advisor training programs are designed to help someone become an advisor. They are licensing and onboarding tracks, focused on passing exams and learning the basics in your first year on the job.
Stonewood’s training is for the growth-minded advisor, the one who is already licensed, already running an independent practice, and looking to expand. . It teaches you new tax, income, and legacy strategies, sharpens how you handle client conversations, and helps you implement what you learn quickly so it shows up in your production.
If you’re an advisor who wants to evaluate cases more clearly, communicate with more confidence, and close more business, Stonewood is for you.
Stonewood’s financial advisor training and coaching programs are practice-growth education for independent advisors. They include the Innovate Summit conference, a virtual events and on-demand training library, monthly study group calls, and one-on-one coaching, all focused on tax, income, and legacy strategy, client communication, and closing. Training is included with membership.
The programs are built in four formats so you can learn the way that fits your practice.
The industry’s leading practice-development conference, and where advisors go to learn what is working now, from tax strategies and income approaches to marketing systems and sales ideas. You learn directly from industry leaders, go deep on planning strategy, and walk away with ideas you can apply the week you get home.
Top training from your home or office, on demand. Access virtual events and recorded courses covering sales strategies, client conversations, prospecting ideas, and report best practices. Learn at your own pace, train your whole team, and revisit any concept when you need it.
Live monthly sessions focused on what is new and what matters. Join Stonewood experts to stay current on legislative changes, sales ideas, and planning strategies that affect your clients, and learn alongside a community of peers working on the same things you are.
Personalized support tailored to your practice. Coaching helps you apply strategies to your specific clients, goals, and challenges, with practice-development guidance, marketing and positioning support, and hands-on help with case design and meeting preparation. It is where the strategy meets your real client scenarios.
A conference you forget by Monday does not grow a practice. Stonewood’s programs are built so the learning sticks and gets used. You learn a strategy at Innovate or on a study group call, you revisit it in the training library, and you bring it into a real case with a coach. That loop, from idea to implementation, is what turns training into production.
The focus stays practical the whole way through: how to evaluate a client’s situation, how to communicate it clearly, and how to close. Advisors describe the result as both growth and renewed energy for the business, even decades into their careers.
One advisor pointed to a $1.2M client acquisition, a $50K IUL premium case, and doubled FIA sales after putting Stonewood’s training to work, along with something harder to measure: renewed passion for the business after more than 25 years in it.
Results vary by advisor, market, and effort. This is one advisor’s experience, shared for illustration, and not a promise of similar outcomes.
Stonewood has trained more than 8,000 advisors, and its training sits alongside a software suite that has run over 214,000 client reports.
The draw is a combination most programs cannot offer: leading industry experts sharing what is actually working, real-world applications you can implement fast, a curriculum centered on tax, income, and legacy strategy, and a design built specifically for independent advisors who want to grow rather than for new hires learning the basics.
Stonewood delivers proven sales and practice-growth programs to advisors ready to grow. We are not an IMO. We do not distribute products, or require you to move business through us to access the training.
That independence keeps the coaching focused on your practice. The strategies, the cases, and the client relationships stay yours, and the training is there to help you serve them better.
Stonewood’s training and coaching are practice-development education for advisor use. We are not CPAs, and the training does not provide tax or legal advice for any specific client. Strategy discussions are educational, and specific tax or legal decisions for a client should run through that client’s qualified tax, investment, or legal professional. Results an advisor experiences can vary based on practice, market, and effort.
Stonewood training combines the most important practice-growth concepts all in one place. While some training helps new advisors get licensed or established advisors develop a single area of expertise, Stonewood training covers tax and income strategies across your entire pipeline, from “nice to meet you” to “nice doing business with you.”.
| Capability | Stonewood Training | Other trainings |
|---|---|---|
| Who it is for | Established independent advisors | Varies |
| Goal | Practice growth and closing | Licensing, onboarding or single strategy |
| CE Credits | No | Varies |
| Tax, income, and legacy strategy | Core focus | Varies |
| One-on-one practice coaching | Included | Varies |
| Requires Membership | Yes, but non-Members can join as guests | Usually yes |
Training and coaching are included with Stonewood membership. The Innovate Summit conference, the online training library, monthly study group calls, and one-on-one coaching and case support come with the membership tiers, alongside the software and marketing tools. The Premium+ Membership is $329 per month, or $3,200 per year, and the Annuity and IUL memberships are $229 per month, or $2,200 per year. All tiers carry a one-time $329 setup fee, and every membership includes licenses and training access for your entire team.
The fastest way to see whether it fits your practice is to schedule a short demo, or become a member and get registered for the next event.
They include the Innovate Summit conference, a virtual events and on-demand training library, monthly study group calls, and one-on-one coaching. The focus is tax, income, and legacy strategy, client communication, and closing, and the training is included with membership.
It is built for established, independent financial advisors who already have a practice and want to grow. It is not a licensing or onboarding program for new advisors, and it does not teach you how to get your Series 6, 7 or 65.
No. Stonewood’s programs are practice-growth training for advisors who are already licensed and practicing. If you are looking to enter the profession, a wirehouse or broker-dealer onboarding program is a better fit.
Coaching is personalized to your practice and covers practice-development guidance, marketing and positioning support, and hands-on help with case design and meeting preparation, applied to your specific clients, goals, and challenges.
Stonewood runs training throughout the year. Study group calls are monthly, the training library is available on demand anytime, the Innovate Summit is an annual conference, and one-on-one coaching is scheduled around your needs.
Training and coaching are included with Stonewood membership. The Premium+ Membership is $329 per month, or $3,200 per year, and the Annuity and IUL memberships are $229 per month, or $2,200 per year. All tiers carry a one-time $329 setup fee and include team access.
No. Stonewood is not an IMO.You can leverage Stonewood training while maintaining your existing IMO and carrier relationships. Your strategies and client relationships stay yours.
See how Stonewood’s training and coaching fit your practice. Schedule a short demo, or become a member and get registered for the next event.
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