The Elements

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

non-compete agreement

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 […]

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 […]

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

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 […]

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