Training & Coaching

Practice transforming advice, available live, online and on-demand

Marty speaking at conference.

Transforming your practice? We're ready to help.

Our training leads the industry where it matters most: Results.

Whether it's our live conferences, online legislative updates, one-on-one coaching calls or on-demand classes, we'll increase your confidence and knowledge.


The industry's leading practice development training.

Online Academy

On-demand learning from the comfort of your office. 

Study Group

Monthly calls to explore what's new and important.

One-on-one Coaching

Personalized support, customized for your practice.

Innovate Summit Conference

InnovateIUL_Logo_2021_White-09-1A Practice Transformation Conference

Innovate brings together our industry's sharpest minds, top-converting sales tools, and most powerful insights. Join us in-person and online.

See our Next Training Dates

Training & Coaching Opportunities

Online Academy

Online Academy

Learn at your own pace from the comfort of your home or office with Stonewood's on-demand training courses. Your entire team can learn new sales stories, prospecting ideas, client meeting strategies, report best practices and more. 

Enjoy unlimited access to our most powerful content - all on your time.

Study Group (1)

Study Group

Join Stonewood experts for monthly calls on the latest industry developments, sales ideas, and continuing education. 


Congressional Spending & Legislative Risk | Congress is debating significant changes to IRAs, 401(k)s and Roth accounts. Find out how they could impact your clients. 


1:1 Coaching

At Stonewood, we know each advisor's practice is unique. And our team is here to help you maximize the impact of Stonewood tools.

All members get one-on-one coaching with our team of experts - from practice development and marketing support to case design and meeting prep. We're here to ensure you - and your team - find the success you set out to achieve. 

Let's make it your
Best Year Ever.

Let's Connect

Ready to take your practice to new heights? Stonewood's suite of client-facing toolkits, sales story reports and industry-leading training will take you there.