The Elements

July 28th, 2015

Enough About Passion: Let’s Talk About Purpose!

Categories:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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:

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 […]

May 5th, 2015

Continuity Planning – The Questions Financial Advisors Need to Answer + Checklist Download

Categories:

Continuity Planning – The Questions Financial Advisors Need to Answer + Checklist Download

There is a critical gap with financial advisors understanding the difference between continuity, contingency, and succession plans. Most advisors tend to fuse them together and miss the value a continuity plan provides. In the case of a tragic event, failing to plan may be planning to fail. As a financial advisor, you need to ask […]

April 30th, 2015

Human Capital Institute Awards Ironstone CEO, Andrea Schlapia, with HCS and sHRBP Certifications

Categories:

Human Capital Institute Awards Ironstone CEO, Andrea Schlapia,  with HCS and sHRBP Certifications

Ironstone CEO and Founder, Andrea Schlapia, has earned her Human Capital Strategist (HCS) and Strategic HR Business Partner (sHRBP) certifications from Human Capital Institute (HCI), a global association for strategic talent management. Human Capital Institute is one of the fastest growing executive associations today. Members share a conviction that human capital is the only sustainable […]

April 28th, 2015

6 Ways to Find and Attract Leads Using LinkedIn

Categories:

6 Ways to Find and Attract Leads Using LinkedIn

Looking for a few simple tweaks to gain exposure, increase your visibility, and attract new prospects using LinkedIn?  If so, this is the list for you. Modifying the way you use LinkedIn will change how prospects perceive and respond to you. Here are six strategies to attract new leads to your firm. 1)  Create A […]

April 21st, 2015

Mastering the Mix of Client Appreciation & Prospecting Through Client Events  

Categories:

Mastering the Mix of Client Appreciation & Prospecting Through Client Events

Event planning can be challenging as you strive to master the right mix of expressing appreciation to existing clients and prospect for new business. The question most financial advisors ask us is, “Why don’t more clients attend my events and why won’t they bring a guest?” The answer most often is that your event topic […]

April 14th, 2015

Financial Advisor Strategic Alliances – 10 Steps to Success

Categories:

Financial Advisor Strategic Alliances - 10 Steps to Success

Business growth doesn’t come from wishful thinking. As you know, it takes a lot of hard work. The growth of your business is not an option – it is a necessity. Coordinating the right mix of strategies to gain market share and improve client acquisition rates is essential to advance your firm in today’s economy. […]

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Latest Blog Article

Enough About Passion: Let’s Talk About Purpose!

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 […]

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