The Elements

March 3rd, 2015

Who Is Competing For Your Aging Clients Attention and Dollars?

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Who Is Competing For Your Aging Clients Attention and Dollars?

  This article was re-printed with the permission of our guests, Carolyn L. Rosenblatt, R.N., Elder Law Attorney & Dr. Mikol Davis, Psychologist, Gerontologist Competition for clients has always been there, but as investors age, something you might not have anticipated can happen. The vultures are out there. Competition with you for their invested assets […]

February 24th, 2015

Time Management Hacks for Financial Advisory Teams

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Time Management Hacks for Financial Advisory Teams

    Beware the barrenness of a busy life style – Socrates One of my passions is to find ways for teams to be more organized, manage time more efficiently, and ultimately be more productive. There are many things out of our control, but you can master how you choose to spend your time.  Wasting time, […]

February 17th, 2015

Essential Social Media Habits to Get Better Results

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Essential Social Media Habits to Get Better Results

No matter where you look there are countless articles on the importance of a social media presence for financial advisors. Social media is nothing new. Although many advisors have established a profile on at least one social network, it simply isn’t enough to create value. Social media profiles need to be more than a warehouse […]

February 10th, 2015

14 Ways to Improve Client Service & Have Clients Fall in Love with You  

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14 Ways to Improve Client Service & Have Clients Fall in Love with You

It’s all about love this week! Let’s just get right to it. Here are 14 tips your client service team can implement today and make your clients fall in love with your firm. Know Your Value Proposition One of the biggest mistakes in a value proposition is that client service teams are unable to communicate […]

February 3rd, 2015

Quick Tips to Improve Your Hiring Process plus 10 Awesome Interview Questions

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Quick Tips to Improve Your Hiring Process plus 10 Awesome Interview Questions

One of the key aspects I’ve learned about the hiring process over the last 20 years is that a well thought out and formal approach to hiring will serve your firm in a multitude of ways. Too often, hiring processes are left to a “fly by the seat of your pants” approach, which in the […]

January 27th, 2015

5 Pivotal Prospecting Methods for Financial Advisors

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5 Pivotal Prospecting Methods for Financial Advisors

  Successful advisors know that prospecting is the lifeblood to continued growth for a financial practice. Yet, competition is getting stronger and to remain competitive, advisors need to employ new prospecting strategies in order to capture new assets and remain viable. Prospecting is the method of proactively stepping out of your comfort zone and requires […]

January 20th, 2015

7 Ways You Can Be a Better Leader    

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7 Ways You Can Be a Better Leader    

  “If you can’t fly, then run; if you can’t run, then walk; if you can’t walk, then crawl, but whatever do, you have to keep moving forward.” -Dr. Martin Luther King, Jr   The words of Dr. Martin Luther King, Jr. are just as powerful today as when he first spoke them. For many […]

January 13th, 2015

Advisors, Here’s What Investors Want From You Through Social Media and 7 Things You Need To Do Now

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Social Media Trends of Today's Investor

No matter where you look, there are countless articles on the importance of a social media presence for advisors. Social media is nothing new, and while many advisors have established a profile on at least one social network, it simply isn’t enough to create value. Social media profiles need to be more than a warehouse […]

January 6th, 2015

5 REALLY BIG Pitfalls of Multitasking

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5 REALLY BIG Pitfalls of Multitasking

Guilty as charged! In the past I’ve been a master multitasker, or so I thought. I could answer a phone call, respond to an email, and dabble on a project simultaneously. I was satisfied that I could work on several projects at once. I felt efficient and productive. In reality, the quality of my work […]

December 30th, 2014

10 Things You Should Resolve NOT To Do This Year

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10 Things You Should Resolve NOT To Do This Year

It’s hip to focus on getting things done; check marking and scratching things off the proverbial “To Do” list.  Often times, the biggest challenge is deciding which task to tackle first.  Even more often, we find ourselves either accomplishing nothing or only a little bit of everything. As the saying goes, the definition of insanity […]

December 16th, 2014

3 Must Watch TED Talks to Ignite Success, Motivation, and Leadership

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 3 Must Watch TED Talks to Ignite Success, Motivation, and Leadership

As we near the end of 2014, many of us are thinking about annual performance reviews, strategic goal planning, holiday parties, and New Year’s resolutions. I’m no exception, and have almost become obsessed with a list of things I want to do next year to further my personal and professional development. I believe the key […]

December 9th, 2014

Top 14 Ironstone Blog Posts for Financial Advisors in 2014

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Top 14 Ironstone Blog Posts for Financial Advisors in 2014

  For those of you who know us, Ironstone’s success is defined by your success. We consistently work to provide you with information and practice management strategies that are valuable and actionable in order for you to enhance and improve your business and personal life. We collected a list of the “Top 14” Ironstone blog […]

December 3rd, 2014

Andrea Schlapia Shares Performance Review Tips With Advisor Perspectives

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Andrea Schlapia Shares Performance Review Tips With Advisor Perspectives

ADVISOR PERSPECTIVES Nine Tips for Great Performance Reviews Andrea Schlapia, Ironstone CEO and Founder shares nine actions managers can take to encourage and motivate employees during performance reviews with Advisor Perspectives. Read the full article here: Nine Tips for Great Performance Reviews

December 2nd, 2014

The MBTI® Personality Assessment – A Horse of a Different Color – 5 Things that Make the MBTI® Unique and Why it Matters

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5 Things that Make the MBTI® Unique and Why it Matters

  This post was re-printed with the permission of our guest, Cynthia Stengel Paris. When it comes to personality instruments, the MBTI® is a “horse of a different color”.  Its unique place among assessments arises from its theoretical underpinnings – C.G. Jung’s psychological types.  Jung’s theory, thus Myers’ instrument, gets to the heart of who […]

November 25th, 2014

Adopt an Attitude of Gratitude – My Challenge to You

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Adopt an Attitude of Gratitude – My Challenge to You

  This time of year we find ourselves so busy with work and the hustle and bustle of the holidays that I wonder if we are taking time to see the magic in each moment and truly give thanks. The social world is alive with numerous “Thankfulness Challenges.” Many of my friends take part in […]

November 18th, 2014

5 Marketing Tips Financial Advisors Can’t Ignore

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5 Marketing Tips Financial Advisors Can’t Ignore

  Ready to kick your marketing plan into overdrive this year? With the abundance of challenges and changes facing the financial industry today you need to ensure your firm remains relevant to clients and new investors. Your attention and ability to adapt to theirpreferences and expectations is crucial. The role of your marketing department is […]

November 11th, 2014

7 Best Practices for a Successful Advisory Board

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Client Advisory Boards for Financial Advisors

  They say a dog is a man’s best friend. As a financial advisor you’re going to need more than a furry four-legged canine and a wet nose to help you navigate through the changes and challenges facing our industry. As an advisor there is a long list of items demanding your attention: hiring new […]

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Latest Blog Article

Who Is Competing For Your Aging Clients Attention and Dollars?

  This article was re-printed with the permission of our guests, Carolyn L. Rosenblatt, R.N., Elder Law Attorney & Dr. Mikol Davis, Psychologist, Gerontologist Competition for clients has always been there, but as investors age, something you might not have anticipated can happen. The vultures are out there. Competition with you for their invested assets […]

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