The Elements

May 24th, 2016

Managing Key Client Documents in the Modern Age

Categories: Client Segmentation, Elder Abuse, Investment

Managing Key Client Documents in the Modern Age

Most people pride themselves on managing their lives and working hard so that they and their children can have better lives. They’re are busy people and choose to rely on professional financial advisors to help increase the value of their assets. ‘Let your money work for you’ says it all, right? So while the money […]

May 17th, 2016

Boardroom Protocol: 17 Tips for Successful Business Meetings

Categories: Advisory Boards, Protocol

Boardroom Protocol: 17 Tips for Successful Business Meetings

Social media platforms aside, the one-on-one, face-to-face business meeting remains an integral part of the professional landscape and presents a singular opportunity to personally connect and ultimately advance critical interpersonal relationships. Think of business meetings as fertile judgment grounds where others almost relentlessly judge behavior because a business opportunity is on the table, so to […]

May 10th, 2016

Advisors, Why Hire from the Millennial Pool?

Categories: Hiring & Onboarding, Millennials

Advisors, Why Hire from the Millennial Pool?

In my previous installment, I noted that hiring Millennial advisors is a smart way to attract younger clients. The research, such as that conducted by Sophia Bera, founder of Gen Y Planning, supports this notion. Sophia has collected data from her clients that indicates 90% of Millennial clients want an advisor who is within 10 […]

May 2nd, 2016

Business Formation & Operational Issues – When to Call the Lawyer?

Categories: Business Model, Operational Effectiveness, Practice Management, Succession Plan

Business Formation & Operational Issues – When to Call the Lawyer?

I am often called to consult with business owners about questions dealing with the structure or organization of their business entity. These questions typically involve issues related to: The formation of the entity Structure and relationships of co-owners Continuity of the business Although these issues can often be resolved favorably, a positive result may depend on […]

April 25th, 2016

Storytelling: 4 Tips on Connecting with Potential Clients

Categories: Branding & Value Proposition, Marketing

Storytelling: 4 Tips on Connecting with Potential Clients

Is storytelling a forgotten art or has it morphed into a more unique offering that now includes digital, cell phones and social networking instead of just a chat around the fireplace? I attended a presentation the other day by Jeff Olsen from Thomas Arts. Jeff spoke about storytelling and creating an emotional connection with your […]

April 22nd, 2016

12 Tips for Getting the Most Out of 2016 Raymond James Conference

Categories: Learning and development

12 Tips for Getting the Most Out of 2016 Raymond James Conference

To our Raymond James clients, are you going to NCPD 2016? What’s your plan?  Likely to attend dozens of sessions, meet tons of people and take home a lot of ideas, more content than you will ever use, new friends and unforgettable memories.  You probably have a short list of things to do, people to see […]

April 19th, 2016

3 Tips on Crafting a Plan for Aging Clients

Categories: Elder Abuse, Health & Wellness

3 Tips on Crafting a Plan for Aging Clients

The U.S. Census Bureau predicts that by 2030 there will be approximately 71.5 million Americans over the age of 65. That number is more than twice what it was in 2000, and represents nearly 20% of the entire projected 2030 population. Today in the US, one-third of all households are home to one or more persons […]

April 11th, 2016

Do Millennials Need Your Help Managing Their Money?

Categories: Millennials, Niche Marketing, Operational Effectiveness

Do Millennials Need Your Help Managing Their Money?

Millennial Minute Editor’s Note: This is the first installment of a monthly blog by Ironstone team member Nicole Anglace that will discuss all things “Millennial”, as well as the contributions Millennials can provide to the financial services industry, both as clients and employees. Don’t overlook Millennials as clients. There are several factors that make Millennials […]

April 11th, 2016

Ironstone Implementers – Lessons from Kooman & Associates

Categories: Blog, Business Development, Compensation, Operational Effectiveness, Performance Evaluation, Strategic Planning

Ironstone Implementers - Lessons from Kooman & Associates

Ironstone has the privilege to work with phenomenal advisory teams across the country, and we want to share their stories to provide you with motivation for change or validation of your hard work. These success stories provide tips on how they implemented practice management strategies and the results they’ve achieved. In this interview with two generations of the […]

April 10th, 2016

Hear From Your Peers: Millennials in the Advisory Space

Categories: Clients, Operational Effectiveness, Team Development

Hear From Your Peers: Millennials in the Advisory Space

Ironstone has the privilege of working with phenomenal advisory teams across the country, and ‘Hear From Your Peers’ shines a spotlight on a specific topic and gives industry professionals a chance to weigh in with their unique perspective. In this edition we explore Millennials and their impact on advisory firms, both as staff and clients. Sharing her thoughts on […]

April 5th, 2016

Breathing Room: 10 Steps to Make YOU Your Top Priority

Categories: Health & Wellness, Human Element

Breathing Room: 10 Steps to Make YOU Your Top Priority

Life is chaotic, fast-paced, and overwhelming. You feel exhausted, busy yet not productive, and it’s causing you to disengage. Does any of this describe you or your team?  If so, keep reading!  Today’s culture of work is no easy feat. With all the responsibilities, decisions to be made, people asking for direction and guidance, and […]

March 29th, 2016

Ironstone Clients Make Barron’s 2016 Top 1200 Advisors List

Categories: Clients, Company News

Ironstone Clients Make Barron's 2016 Top 1200 Advisors List

At Ironstone, our focus is on practice management strategies that enhance and improve both business and personal life for advisors from coast to coast. By helping them embrace and improve each element of the The Fundamental 4™, four key performance areas of their practice, we help them achieve their very best results. Barron’s annually generates an exclusive list […]

March 22nd, 2016

Ending Elder Abuse: 12 Ways to Preserve Legacy for Life and Beyond 



Categories: Elder Abuse, Health & Wellness

Ending Elder Abuse: 12 Ways to Preserve Legacy for Life and Beyond 



As a society when we hear the term “elder abuse” we often think of physical abuse or neglect, which is a medical way of thinking. As a financial professional you may think of “elder abuse” as financial abuse or wrongdoing. Put yourself in your client’s place. Here are 3 crucial questions they need to ask you […]

March 15th, 2016

4 Critical Factors to Consider with Non-compete Agreements

Categories: Hiring & Onboarding, Human Element

Client Documentation

One major goal of a healthy financial advisor business is growth over time. Creating healthy growth often means building a larger group of professionals to bring in and handle the business. As the owner, after searching and evaluating good candidates, you bring in new advisors, train them, introduce them to your clients, and encourage them […]

March 8th, 2016

Women in Leadership, Through the Eyes of a Child

Categories: Blog, Human Element, Leadership

Women in Leadership, Through the Eyes of a Child

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 isn’t […]

March 1st, 2016

Can You Articulate Why You and Your Team Exist?

Categories: Branding & Value Proposition

Can You Articulate Why You and Your Team Exist?

Can You Articulate Why You and Your Team Exist? Advisors, how many times have you heard that clients don’t really understand the value you provide? I hear this concern on a continual basis from advisory teams. They don’t believe their client base really understands the full spectrum of what is being done for them and […]

February 23rd, 2016

Top 10 Lessons from Comeback Women

Categories: Blog, Human Element, Leadership

Top 10 Lessons From Comeback Women

  Women, as the more creative of the human species, can also be more resilient. Check out the successful creative strategies women learned when they failed a few times along the way. 1. Do guy stuff Kathryn Bigelow has taken a lot of criticism over the course of her career for doing action and violence. […]

February 16th, 2016

Why Employee Engagement is Critical to Success

Categories: Blog, Human Element, Team Development

Employee Engagement

  Employee engagement has become a top priority for many financial advisory firms, and for good reason. Leaders of top performing firms know that an engaged, high-performing team is essential for continued growth. Highly engaged teams increase productivity, innovation, and the bottom line, while reducing costs related to employee turnover. Wikipedia provides a straight forward […]

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
Mighty 8th Media
Strategic Partner
Nicole Anglace
Special Projects
Ruthann P. Lacey, P.C.
Elder and Special Needs Law
 Scott D. Calhoun
Legal Counsel
TailorMade
Strategic Partner
Ironstone
Practice Management

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Latest Blog Article

Managing Key Client Documents in the Modern Age

Most people pride themselves on managing their lives and working hard so that they and their children can have better lives. They’re are busy people and choose to rely on professional financial advisors to help increase the value of their assets. ‘Let your money work for you’ says it all, right? So while the money […]

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