Over the next couple of months, we will be highlighting various members of the Stonewood Team to give you a better idea of who is behind the brand of Stonewood Financial. The series will be called #BehindtheBrand Wednesday. To begin, we would like to introduce Tyler Randall, our National Sales Director at Stonewood Financial! How did you end up at Stonewood? I've know Neil for a long time and about 4 years ago he asked me to come help Stonewood grow the partner and membership base. What do you do at Stonewood? I lead the sales team and educate advisors to help them do more business in the tax free space using Stonewood marketing, software and training. Favorite part of your job? Helping advisors grow their business and have their best year ever.
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Are you using social media to find leads and build trust with clients? In the financial industry, credibility is everything. Platforms like LinkedIn and Facebook can help you connect with prospects, educate your audience, and grow your practice—if used correctly. Our latest newsletter shares actionable tips to optimize your social media presence and turn online connections into lasting client relationships. Read below! #FinancialAdvisors #LeadGeneration #TrustBuilding #SocialMediaMarketing
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Today marks the official end of Legislative Risk Awareness Month, but legislative risks will always be a factor as you help clients prepare for retirement—especially with the election just a month away. No matter the outcome, new risks from Washington could impact your clients’ retirement plans. To stay ahead, check out our latest webinar, The 2024 Election & Your Clients: https://lnkd.in/gYTthJaq Now is the perfect time to leverage what’s happening in Washington to attract leads, book appointments, and help your clients make informed decisions.
The 2024 election could significantly impact your clients' retirement assets. Will tax cuts be extended? New taxes on retirement accounts? Changes to Social Security? As financial advisors, you need to stay ahead of these changes. Now is the time to position yourself as a trusted resource and guide your clients through what lies ahead. In our latest newsletter, Stonewood CEO, Becky Ruby Swansburg, breaks down four key strategies to leverage the election for your practice and help protect your clients' futures. #2024Election #FinancialAdvisors #RetirementPlanning #TaxRisk #LegislativeRisk
Four Ways to Evaluate the Election for Your Clients
Stonewood Financial on LinkedIn
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Do you believe taxes are going up? Most advisors (and their clients) say yes. Here's one reason why. If your clients are concerned, help them estimate their own Retirement Tax Bill. Learn more: https://lnkd.in/gKCv2FnR
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With November’s election on the horizon, this fall is an important time to help your clients understand and address Legislative Risk in retirement. Need help staying updated on what’s happening in Washington - and how it could impact your clients? We’re here to help.
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The 2024 election could significantly impact your clients' retirement assets. Will tax cuts be extended? New taxes on retirement accounts? Changes to Social Security? As financial advisors, you need to stay ahead of these changes. Now is the time to position yourself as a trusted resource and guide your clients through what lies ahead. In our latest newsletter, Stonewood CEO, Becky Ruby Swansburg, breaks down four key strategies to leverage the election for your practice and help protect your clients' futures. #2024Election #FinancialAdvisors #RetirementPlanning #TaxRisk #LegislativeRisk
Four Ways to Evaluate the Election for Your Clients
Stonewood Financial on LinkedIn
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Are you leveraging the election in your clients communications? Stonewood CEO Becky Ruby Swansburg explains why you need to be:
Hey financial advisors! You need to be leveraging the election in your prospecting and client communications. And I have GREAT news for you: You can absolutely talk about this election and its impact WITHOUT being political. A new study shows 80% of Americans are worried the election will impact their retirement. But many don’t understand the direct impact the election could have on taxes (only 39% are concerned about potential tax changes). This is a BIG opportunity for advisors who understand how to address Tax & Legislative Risk for their clients in retirement. And you can effectively have these conversations whether your client is Team Trump or Team Harris. I hosted a webinar last week on this very topic. If you missed it, check out the recording at the link below. November is coming – so help your clients and prospects alike protect their retirements from the changes in Washington. https://lnkd.in/gwaKefiW
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Stay informed and prepared with our on-demand webinar, "The 2024 Election and Its Impact on Your Clients." Discover key insights and strategies to navigate the upcoming legislative changes effectively. Watch at your convenience: https://hubs.la/Q02Qxxmp0
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