The Elements

September 1st, 2015

How to Get the Most Out Of Your Strategic Planning Session

Categories: Blog, Operational Effectiveness, Staff Meetings

How To Get The Most Out Of Your Strategic Planning Session

To ensure long term success, all businesses need to develop a clear methodology to produce sustainable growth and profitability. Many of the advisory firms we work with hold strategic planning sessions to outline initiatives for the coming year. The meetings often leave advisors and leaders with a little voice whispering, “Was the meeting valuable?” Like […]

August 25th, 2015

The Most Hurtful Thing an Advisor Can Experience

Categories: Blog, Business Development

The Most Hurtful Thing an Advisor Can Experience

    In Broker Training 101 you learn that this is a Relationship business.  The reality for many advisors is the day to day running of their practice often acts as a diversion from this most important point of focus.  As you succeed, continue to grow, and become involved with more clients, there never seems […]

August 18th, 2015

Why Do Your Aging Clients Fall For Phone Scams?

Categories: Blog, Business Development, Operational Effectiveness

Why Do Your Aging Clients Fall For Phone Scams

Did you ever wonder how phone scammers manage to talk elderly clients out of huge amounts of money?  Not all of the victims have dementia. Some cases involve elders who are competent and able to live alone and care for themselves. When the elder seems to know what she’s doing, and willingly gives away savings, […]

August 11th, 2015

Client Surveys – 6 Ways You Can Go From Good to Great

Categories: Blog, Business Development, Client Database, Operational Effectiveness

Client Surveys

  Client surveys are a critical component of your overall business plan and should be incorporated into your marketing plan as well. Your surveys measure satisfaction or dissatisfaction with services you offer your clients. Client surveys should be designed to determine your clients’ vital needs as well as building and deepening your personal relationships. The […]

August 4th, 2015

Which is Better – Performance Management or Performance Reviews?

Categories: Blog, Human Element, Performance Evaluation

Performance Reviews

Feeling like your team is disengaged, lacking motivation, or merely showing up to put in a few hours of work each day? The problem could lie in your performance evaluation system. Effective leadership is often overlooked as emphasis is placed on the annual performance review. You can take your firm to a higher level of […]

July 28th, 2015

Enough About Passion: Let’s Talk About Purpose!

Categories: Blog, Health & Wellness, Human Element, Leadership, Team Development

professional development, team development, human capital, leadership

By Ironstone contributor, Dr. Heidi Maston Lately, every job post I read on LinkedIn, every college tip advice article I see, and every pop culture reference to the Millennials in the workplace seem to espouse the strength of finding passion. Passion, it appears, seems to be the hottest and coolest buzzword of 2015. Apparently all […]

July 27th, 2015

Professional Development Specialist Joins the Ironstone Team

Categories: Blog, Company News

Ted Williamson

  Andrea Schlapia, CEO & Founder of Ironstone, announces the addition of accomplished Professional Development Specialist, Ted Williamson, to the Ironstone Team. Williamson is a retirement planning and practice management specialist with over 30 years in the financial services industry. Ted has worked with several Fortune 500 companies: including MetLife, Merrill Lynch, and Prudential Financial as […]

July 21st, 2015

Most Job Descriptions STINK – Here’s How to Write them Including the Big Benefits

Categories: Blog, Human Element, Job Descriptions

job descriptions

  Job descriptions are a vital component to hiring and managing your team. They provide consistency and clarity and help ensure new hires and seasoned employees understand what is expected of them, how their role contributes to firm goals, and when and how they will be evaluated. Most job descriptions are written from a previous […]

July 14th, 2015

Who’s Ripping Off Your Aging Clients?

Categories: Blog, Business Development, Operational Effectiveness, Strategic Planning

elder abuse

Persons over the age of 50 control over 70% of the nation’s wealth, making them an attractive target for abuse.¹ Pinning down the extent of financial elder abuse is difficult and finding ways to minimize it are even harder. The excess number of fraudulent solicitations, paired with the inability of elders to recognize the red […]

July 7th, 2015

Focus on the Fundamental 4™ – Key Performance Areas Required to Design, Develop, and Sustain a Successful Business  

Categories: Blog, Business Development, Company News, Human Element, Operational Effectiveness, Strategic Planning

Setting Goals

We are already into the second half of 2015! WOW, I can’t believe how time flies. Are you on track to reach your year-end goals? Now is a perfect time to conduct a mid-year business review. Without taking the time to reflect, it’s difficult to know whether your tactics and strategies in the first 6 […]

June 30th, 2015

Best Communication Practices to Get Stuff (Work) Done

Categories: Blog, Communication, Human Element, Team Development

Best Communication Practices to Get Stuff (Work) Done

Think for a moment how your team communicates on a daily basis. What does it sound like? Is it idle chit chat, meaningful conversation, or perhaps professional collaboration? Growing your business relies on all team members learning to express themselves clearly, translate ideas into action, and implement and utilize workflows to accomplish tasks and projects […]

June 23rd, 2015

Aging Experts and Employee Engagement Consultant Join Ironstone to Support Financial Advisor Teams

Categories: Blog, Company News

Aging Experts and Employee Engagement Consultant Join Ironstone to Support Financial Advisor Teams

Andrea Schlapia, CEO & Founder of Ironstone Communications, Inc., announces the addition of new affiliates to the Ironstone team; Aging Experts – Dr. Mikol Davis & Carolyn Rosenblatt and Employee Engagement Consultant – Connie Deianni. Dr. Mikol Davis, Ed.D, is a licensed clinical psychologist specializing in geriatrics and the emotional challenges of aging. In the […]

June 16th, 2015

10 Ways to Improve Employee Engagement through Your Onboarding Process

Categories: Blog, Hiring & Onboarding, Human Element

10 Ways to Improve Employee Engagement through Your Onboarding Process

Did you know that 90% of employees make their decision to stay with a company during the first six months of employment?¹  Despite spending an increasing amount of money and time on recruiting efforts, many firms ignore the imperative impact new employee onboarding provides. In today’s economy, coupled with the diminishing workforce supply, increased competition […]

June 9th, 2015

How to Make Cold Calling Profitable

Categories: Blog, Business Development, Marketing Plan

How to Make Cold Calling Profitable

  Cold calling is usually viewed as a frustrating and time consuming activity that leads to rejection and misery. If that’s the case, why do we continue to leverage this strategy? Many advisors still find it is a cost effective way to shake up the prospecting tree and increase pipeline activity. Cold calling is a […]

June 2nd, 2015

20 Ways to Improve Your Performance at Work  

Categories: Blog, Human Element, Team Development

20 Ways to Improve Your Performance at Work   

Personal and professional development help ward off negative thoughts that prevent us from taking steps towards self-improvement. We often sit back and wait for an annual performance review to identify areas we need to improve. Position yourself to be accountable, improve your skill set, and continually learn by setting personal benchmarks and reviewing them regularly. […]

May 26th, 2015

Understanding the Value in a Financial Advisory Blog plus 10 Tips to Get Started

Categories: Blog, Business Development, Social Media

Understanding the Value in a Financial Advisory Blog plus 10 Tips to Get Started

  Many financial advisors ask us if they should have a blog. Our answer is, and always will be, “YES.” We support implementing a scheduled blog; however, blogging requires your time commitment to the task or have support staff to assist you. Blogging, or self-publishing, is a powerful business building strategy. For years advisors have […]

May 19th, 2015

How to Boost Employee Engagement during Summer Months

Categories: Blog, Culture, Human Element, Leadership, Team Development

How to Boost Employee Engagement During Summer Months

  Sunny skies and warm weather is on the horizon and if you’re like me, vacation time is calling your name. Summer has a tendency to zap employee engagement. In fact, a Captive Network study shows productivity drops 20 percent during summer months. Employee engagement, combined with company culture, is a hot topic right now. […]

May 12th, 2015

5 Ways Advisors Can Immediately Improve Their Marketing

Categories: Blog, Business Development, Marketing Plan, Niche Marketing, Strategic Alliances, Strategic Planning

5 Ways Advisors Can Immediately Improve Their Marketing

  No matter how great your products and services are, the success of your firm will be limited without effective marketing. Knowing your target market, reaching them through proper channels, and delivering the right message at the right time are essential to make sales. If you’re not getting the results you want, here are 5 […]

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Contributors

Andrea Schlapia
Organizational Development and Human Capital
Carolyn Rosenblatt
Elder Abuse and Aging Clients
Connie Deianni
Mentoring and Employee Engagement
Dr. Heidi Maston
Organizational and Educational Leadership
Michelle Mosher
Social Media and Marketing
Dr. Mikol Davis, ED.D
Elder Abuse and Aging Clients
 Scott D. Calhoun
Legal Counsel
Ted Williamson
Leadership and Strategic Planning
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Latest Blog Article

How to Get the Most Out Of Your Strategic Planning Session

To ensure long term success, all businesses need to develop a clear methodology to produce sustainable growth and profitability. Many of the advisory firms we work with hold strategic planning sessions to outline initiatives for the coming year. The meetings often leave advisors and leaders with a little voice whispering, “Was the meeting valuable?” Like […]

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