The Elements

By Ironstone   |   April 11, 2017

Raymond James National Conference Resources & Sessions

Categories: Hiring & Onboarding, Succession Plan, Team Development

Heading to the 2017 Raymond James National Conference for Professional Development in sunny Orlando this week?

Here are 4 helpful resources before you head south for the conference:

1: Visit the National Conference Web site for updates, at-a-glance agenda and more.

2: Get 11 Tips from RJ on Getting the Most from the Conference.

3: Be sure to visit the Apple App Store or Google Play Store, search “Raymond James Meetings” and download the handy Conference App.

4: You’re personally invited to attend our Ironstone sessions at the 2017 Raymond James National Conference for Professional Development! See below for details on these sessions that will help you successfully build and manage your practice.

Ironstone Sessions

We have several informative and action-packed sessions focused on Succession and Systematizing your Practice. Look for Andrea Schlapia under the speaker section or by the Session Titles (below in bold caps) in your conference app to create your personalized agenda.

I’m excited to have Liz Stiles, Sr. Consultant of RJ Succession Planning & Acquisition, as a co-presenter in the Succession Series. Remember to rate the session at the end so we can always be improving to ensure you get the most value for your time.

We hope to see you and your team at our sessions and throughout the week!

raymond james conference orlando
Succession 3 Part Series – FA Track

April 25th / Tuesday – Sponsored by Destra Capital Investments
9:30am – 10:30am
Room: SAGO
CE: CIMA/CIMC/CPWA
BUILDING THE RIGHT PRACTICE INFRASTRUCTURE Series Part 1 of 3

TEAM EVOLUTION – How to Structure, Manage, and Grow Your Practice
Teaming is no longer an option – It’s a requirement. A successful team is a group of financial advisory professionals who rely on each other rather than an individual to serve and manage client relationships together as one firm by combining skills, time and expertise. The team model leads to a more collaborative environment that harnesses technology, maximizes staff capabilities, and utilizes scale to keep up with the industry’s evolving competitive landscape. Give your clients peace of mind that in addition to their financial advisors, your firm has a cohesive team of professionals working on their behalf.

April 25th / Tuesday
3:55pm – 4:55pm
Room: SAGO
CE: CIMA/CIMC/CPWA
ATTRACTING THE RIGHT PEOPLE Series Part 2 of 3

HIRE RIGHT – Staffing Your Business to Ensure Success
Teams are only as strong as the weakest link and just one poor performer can adversely affect your practice. Focus on a candidate’s performance rather than impulsive hiring and take the guesswork out of the process for interviewing, compensation, and onboarding. Hire right to unleash the power of your human capital foundation with these “how-to” strategies and assemble a high-performance team that’s built to last.

April 27th / Thursday
2:40pm – 3:40pm
Room: CRYSTAL H
CE: CIMA/CIMC/CPWA
SUCCESSFUL SUCCESSION PANEL Series Part 3 of 3

HEAR FROM YOUR PEERS – Successful Succession
Are you planning on working in your business forever? If not, succession planning must be an integral part of your overall business strategy. Don’t be one of the unfortunate business owners who leave the ultimate fate of their business to chance! Hear from your peers – Marty Kooman, Jeff Starkey; Kalita Blessing, Mary Durie; Jeffrey Kowal and Christine Hayward for a lively discussion facilitated by Andrea Schlapia of Ironstone, on how they are proactively navigating the succession gauntlet.

Branch Professional Track

April 26th / Wednesday
3:55pm – 4:55pm
Room: Grand 12-14

ALL SYSTEMS GO!
If your processes for your practice are in your head or scribbled down on a post-it note, you really don’t have systems in place. Shift from chaos and confusion to order and organization. Give your team direction so everyone knows what to do and how to do it, protect key knowledge assets, and “clone” your experts. The “devil is in the details” and the foundation for process development. Learn to intentionally design, document, and implement operational procedures and systems to create a resilient infrastructure for your practice.

Andrea Schlapia Liz Stiles Raymond James

Liz Stiles and I are on a countdown to the 2017 Raymond James NCPD, and we look forward to seeing you, reconnecting, collaborating and making new memories.

Contact Us if you’re interested in setting up a private conversation about your financial services practice while we’re at the Raymond James conference in Orlando!


Ironstone
Practice Management

Ironstone is a learning and development consultancy with business acumen that translates across many industries. Our focus is on practice management strategies in order to enhance and improve both business and personal life. We support professionals who want major and comprehensive improvements that look at all aspects not just an isolated area for change. Ironstone has identified 4 key performance areas known as the Fundamental 4™, which are required to design, develop, and sustain a successful business.


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