The Elements

February 9th, 2016

14 Reasons People LOVE Their Job

Categories: Blog, Human Element, Team Development

14 Reasons People Love Their Job

Have a little fun this week with Valentine’s Day! Can your employees name 14 things they love about their job? If so, great! If not, it may be time to look at areas for improvement. Businesses as a whole tend to spend time on client satisfaction surveys, but lack a system to ensure employee satisfaction is […]

February 2nd, 2016

What Employees Really Want in a Compensation Package

Categories: Blog, Compensation, Strategic Planning

Compensation

Is your compensation package aligned with the goals of your firm to attract and retain a winning team? The impact to your bottom line due to employee loss is costly. Firms with mediocre compensation plans are likely to have high turnover rates and lose qualified job candidates. Most business owners are in denial about what […]

January 26th, 2016

Niche Marketing for Financial Advisors – A Low-Risk Means to Grow Your Business

Categories: Blog, Business Development, Niche Marketing

Niche Marketing for Financial Advisors

  Many advisors we work with fear the same thing when asked about focusing on niche markets, “I’m afraid I will lose business.” The reality is, firms that hone their focus on specialty services, specific products, and specific needs are more appealing than those offering general services to a broad market. Identifying niches is a […]

January 19th, 2016

10 Essential Components for a Successful Financial Advisor Business Plan

Categories: Blog, Business Plan, Strategic Planning

10 Essential Components for a Successful Financial Advisor Business Plan

The main objective of strategic planning for your firm is to create an uncomplicated business plan that clearly defines the direction of your practice. Your business plan embodies your set of goals and how you will attain them. The Financial Planning Association Research and Practice Institute conducted a study for a comprehensive assessment of current […]

January 12th, 2016

5 Best Practices to Manage and Achieve Your Goals in 2016

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

5 Best Practices to Manage and Achieve Your Goals

We recently published our special edition newsletter, “5 Assignments to Help Your Financial Advisory Firm Prepare for 2016.” While each exercise is important to plot the course for the future of your practice, I want to help you realize your goals by ensuring you employ and execute the best practices of goal management. This scenario is […]

January 12th, 2016

Ironstone Implementers – Starks Financial Group

Categories: Blog, Business Development, Operational Effectiveness

Ironstone Implementers - Starks Financial Group

Ironstone has the privilege to work with phenomenal advisory teams across the country. Each and every day they motivate us with challenges, dreams, strength, and endurance. This inspired us to share success stories from teams we work with and how they implement practice management strategies and the results they have accomplished. In this interview with […]

January 5th, 2016

Your Resting Face

Categories: Blog, Communication, Human Element

Facial Expressions

  Most of us aren’t aware of what our natural facial expression is saying about us – without us saying a word!  To anyone who isn’t sure, ask someone you trust to tell you the truth about your natural facial expression. Today, social media has a name and an acronym for this called BRF, “Bitchy […]

December 29th, 2015

Women in Leadership

Categories: Blog, Human Element, Leadership

Women in Leadership

  If a four year old can do it… Almost every executive, CEO, business owner, and manager that I have spoken with over the past 10 years asks the same question, “How do we get more women in leadership roles in our company?” The problem is large, vast, and permeates almost every industry and there […]

December 22nd, 2015

December 15th, 2015

Naughty or Nice? A Holiday Guide To Leadership

Categories: Blog, Human Element, Leadership

Naughty or Nice - A Holiday Guide To Leadership

Are you a naughty or nice leader? Find out in our fun holiday guide to leadership infographic!   Ironstone’s vision is to forge and guide the personal and professional lives of entrepreneurs and business professionals alike to realize their full potential. Coaching and consulting allows us the opportunity to form an environment where success happens […]

December 8th, 2015

5 Assignments to Help Your Financial Advisory Firm Prepare for 2016

Categories: Blog, Business Development, Strategic Planning

Setting Goals

  This time of year is always a perfect time to gather with friends and family, indulge in scrumptious holiday treats, and spend some time in meaningful reflection. It’s also a time to look ahead, for yourself and your firm. In our coaching experience through the years, December is an opportunity for you to plot […]

December 1st, 2015

Financial Advisors, You Might Be Marketing the Wrong Way If…

Categories: Blog, Business Development, Marketing Plan

Marketing For Financial Advisors

Changes in marketing have evolved and grown at a fast pace making it difficult for most brands to keep up. Key trends are changing the scope of effective marketing, making the role for marketing professionals more challenging but at the same time exciting. Marketing professionals and strategies need to continually adjust and respond to technology […]

November 24th, 2015

I’m Thankful for You

Categories: Blog, Company News

Happy Thanksgiving

  This week I’ve been reflecting on the past year and thinking about the many things I have to be thankful for:  my life, friends, family, and without a doubt, the opportunity to work with so many great advisors and their teams for the past seven years. Each and every day you inspire and motivate […]

November 17th, 2015

5 Factors Financial Advisors Should Consider for Growth in 2016 and Beyond

Categories: Blog, Business Development

5 Factors Financial Advisors Should Consider for Growth in 2016 and Beyond

  As 2015 comes to end, I’ve had the opportunity to learn some important lessons this year about what it takes for advisors to have a leading edge and how to guide exceptional teams. Some of the lessons are new, based on research our firm has conducted and actions taken by the advisors we work […]

November 10th, 2015

Connecting is the Key to Voice Mail – It Can Start or End with Your Voice

Categories: Blog, Prospecting

Voice Mail

Your voice is 38% of your overall message to the world according to UCLA’s Albert Mehrabian. An original voice – high, low, or in-between – can be your calling card. So when it comes to leaving a voice mail message, don’t sell yourself short. Voice mail presents a huge opportunity to connect… but you only […]

November 3rd, 2015

Mentoring Your Team Of Successors

Categories: Blog, Company News, Strategic Planning, Succession Plan

Mentoring Your Team Of Successors

Event Date: Tuesday, November 17th, 2015 (1:00 pm EDT – 2:00 pm EDT)   Don’t let transition shock your team… You’ve worked hard to build your practice. You have spent countless hours prospecting for clients, earning their trust, and building lifelong relationships with them. How do you ensure a successful transition when it comes time […]

October 27th, 2015

Three Tips to Successfully Plan for Your Client’s Longevity

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

Elderly Couple Smiling

Guest Post Written By Carolyn Rosenblatt Here’s a real dilemma for a wealthy 87 year old woman whose situation is secure but it is causing family conflict.  She needs full-time care, long term. Her financial advisor, together with the bank trustee managing her assets, used calculation tools to figure out how to make her assets […]

October 20th, 2015

Handling an Irate Client

Categories: Business Development, Communication, Human Element

Handling an Irate Client

Coming face-to-face, tete-a-tete with an irate client can be daunting, yet this potentially volatile situation presents an opportunity to distinguish yourself at your highest skill set. An irate client is essentially saying, “Give me attention!”  Therefore, we say, “Give it to them!” Kill them with kindness. Immediately establish yourself as the consummate professional, in control […]

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Contributors

Andrea Schlapia
Organizational Development and Human Capital
Connie Deianni
Mentoring and Employee Engagement
Dr. Heidi Maston
Organizational and Educational Leadership
Judith Bowman
Business Protocol
 Scott D. Calhoun
Legal Counsel
Ironstone
Practice Management
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Latest Blog Article

14 Reasons People LOVE Their Job

Have a little fun this week with Valentine’s Day! Can your employees name 14 things they love about their job? If so, great! If not, it may be time to look at areas for improvement. Businesses as a whole tend to spend time on client satisfaction surveys, but lack a system to ensure employee satisfaction is […]

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