The Elements

February 21st, 2017

Key Tips for Financial Advisors on Servicing Aging Clients

Categories: Clients, Elder Abuse

active elderly couple

Seniors, Elders, Aging Adults, People of Age, Old People, Mature Adults, Geriatric?  All people perceive age in different ways at different times in their lives, and Baby Boomers are an entirely unpredictable bunch. Today, more than ever, financial advisors need to develop a comfortable relationship by listening to how clients present themselves. We need to adapt our […]

February 14th, 2017

Simon Sinek on Millennials: A Millennial Responds

Categories: Culture, Millennials, Team Development

millennial employees

Have you seen Simon Sinek’s response to the “Millennial question” on Inside Quest? As with any viral video, there have been a great number of reactions to it. Some were very positive; Simon stated that since the release of this video many viewers have indicated that they have now started to ban the use of […]

February 3rd, 2017

Webinar: A Useful Guide for the Mentor and Mentee

Categories: Mentoring, Succession Plan, Team Development

Webinar: A Useful Guide for the Mentor and Mentee

Mentors, how can you establish trust with mentees/successors and implement a practical arrangement that is mutually beneficial? Mentees, how do you identify and secure a mentor who will contribute in an effective way to your growth and development? In our next complimentary Strategic Partner webinar, Connie DeIanni of Corepoint will present her value-packed 45-minute educational […]

January 31st, 2017

How Financial Planners Should Be Using Video

Categories: Marketing, Social Media, Video

financial advisor videos

When your job is to dig into the personal finances of your clients, developing a relationship is clearly Job #1. That’s why it makes a lot of sense in your relationship-driven business to use video. Nothing beats face-to-face interaction. But these days part of your relationship is purely digital. Video helps you connect with people […]

January 25th, 2017

6 Tips on Successfully Seeking a Mentor

Categories: Mentoring

Finding a Mentor

Looking for a mentor? 2017 is your year to seek out a mentoring relationship that will make the year meaningful for you and improve your skill sets at the same time. But, how do you identify and secure a mentor who will contribute in an effective way to your growth and development? Follow these 6 Tips […]

January 13th, 2017

Ironstone Webinar: Boost Your Professional Presence

Categories: Business Development, Protocol, Webinar

Business shaking hand with a client in office

Want to take your career to the next level and boost your professional presence with colleagues and clients? In our next complimentary Strategic Partner webinar, Judith Bowman of Protocol Consultants International will share tips on transforming yourself from “fine” to fabulous! Topics to be covered include: • Presenting your best attitude • Proper handshaking protocol […]

January 9th, 2017

9 Tips on Doing Less to Achieve More in 2017

Categories: Strategic Planning, Time Management

9 Tips on Doing Less to Achieve More in 2017

It’s that time again when you sit down to plan out the year of things to accomplish. Does it feel daunting? If so, you’re not alone. I sent out a tweet just a little over a week ago to kick off the year for a different mindset to organize 2017: “Although no one can go […]

December 20th, 2016

Happy Holidays from your Friends at Ironstone!

Categories: Company News

Happy Holidays from your Friends at Ironstone!

At this time of year we traditionally take a break to focus internally, plan for the new year, and build on our strategies to help your firm maximize growth and efficiency. We also pause to reflect warmly on all we accomplished with you this year. Please note we will be closed December 23rd-January 4th for […]

December 13th, 2016

Holiday Etiquette 101: Office Parties & Family Gatherings

Categories: Client Appreciation, Culture, Protocol

Holiday Party Etiquette

The Holidays are here and present a wonderful time to reflect, gather together and share special time with colleagues, friends and loved ones, acknowledge our many blessings, especially those in our lives who lift us up and make us better. Many go to great lengths to be together therefore, preparing to create special memories requires […]

December 6th, 2016

DOL Overtime Rules on Hold – At Least for Now

Categories: Compensation, Practice Management, Time Management, Uncategorized

DOL Overtime Rules on Hold - At Least for Now

A Thanksgiving surprise from a Federal Court Judge in Texas will have a significant impact on many businesses, including financial advisors. A preliminary injunction was entered preventing the DOL’s changes to the overtime rules from going into effect as scheduled on December 1. What does this mean for employers? As a result, many businesses do […]

November 29th, 2016

Top 4 Compassionate Holiday Gift Ideas for Seniors

Categories: Elder Abuse, Health & Wellness

Top 4 Compassionate Holiday Gift Ideas for Seniors

The holidays are a time when we connect and make memories with the ones who mean the most to us. But it seems that the longer we live the more complicated life can become for us. Remembering lost loved ones and happy times gone can be heart-warming but can cause seniors to feel sad. Factors […]

November 22nd, 2016

Happy Thanksgiving from Your Friends at Ironstone

Categories: Company News

Happy Thanksgiving from Your Friends at Ironstone

Happy Thanksgiving from your friends at Ironstone! We are incredibly thankful for all of you, and we hope you enjoy a warm and wonderful holiday with your friends and family. We will be closed November 24th-27th for the holiday. Safe travels to all who will be on the road!

November 8th, 2016

6 Technology Tips for Advisory Practice Growth

Categories: Business Development, Marketing, Marketing Plan

financial advisors video chat statistics

As society continues to embrace digital trends, it seems that the future of wealth management will hinge on technology. Beyond attracting Millennials, either as investors or fellow advisors, keeping current with tech trends will allow you to stay ahead of the market and protect your firm. As stated by Mitchell Caplan, “Advisors who manage more […]

November 1st, 2016

Huddle Up: How Advisors Should Work as a Team for Clients

Categories: Clients, Operational Effectiveness

Huddle Up: How Advisors Should Work as a Team for Clients

Are you and your clients ready and truly prepared for change? A new President, the DOL requirements and numerous external issues all make for an interesting game plan when it comes to wealth management as we move forward into 2017 and beyond. In the next few weeks and months, there will be no shortage of clients […]

October 25th, 2016

Holiday Scams: 14 Ways Advisors Can Help Prevent Elder Abuse

Categories: Clients, Elder Abuse

Holiday Scams: 14 Ways Advisors Can Help Prevent Elder Abuse

The Thanksgiving and Christmas holidays are a time of celebration and cheer but the Federal Trade Commission cautions that certain groups, such as the elderly, are more vulnerable targets to scammers at this time of year.  Seniors often live alone, are less inclined to demand evidence or hang up, or have a nest egg that […]

October 18th, 2016

3 Tips on Successfully Planning for Your Client’s Longevity

Categories: Elder Abuse, Strategic Planning

Elderly Couple Smiling

Here’s a real dilemma for a wealthy 87 year old woman whose situation is secure but 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 last for her lifetime.  Somehow they failed […]

October 6th, 2016

Ironstone Implementers – Lessons from J Singleton Financial

Categories: Operational Effectiveness, Performance Evaluation, Strategic Planning, Team Development

Ironstone Implementers – Lessons from J Singleton Financial

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. J Singleton Financial, an advisory practice in Jackson, Wyoming, is a team of industry professionals with almost 100 years of financial planning […]

October 6th, 2016

The Glue that Holds Us Together: Creating an Advisory Mastermind Study Group

Categories: Learning and development, Operational Effectiveness, Practice Management

The Glue that Holds Us Together: Creating an Advisory Mastermind Study Group

As a practice management consulting firm, my team and I support financial advisory professionals across the country. We get to see the good, bad, ugly and inner workings of all size teams. One question that consistently surfaces in our network is, ‘how effective is a study group and should I join or create one?’ If […]

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

We would love to hear from you!

  • This field is for validation purposes and should be left unchanged.
close

Contact

Thanks for your inquiry!

We will be contacting you shortly. In the meantime please feel free to connect with us on social media and explore our blog posts.

Ironstone understands the importance of protecting your privacy. We will not sell, rent or give your name or address to anyone.

Latest Blog Article

Key Tips for Financial Advisors on Servicing Aging Clients

Seniors, Elders, Aging Adults, People of Age, Old People, Mature Adults, Geriatric?  All people perceive age in different ways at different times in their lives, and Baby Boomers are an entirely unpredictable bunch. Today, more than ever, financial advisors need to develop a comfortable relationship by listening to how clients present themselves. We need to adapt our […]

Read More>