The Elements

May 16th, 2017

Why Are You Cost Justifying a Mentoring Program?

Categories: Mentoring

cost justifying a mentoring program

Leadership Engagement Managers: • Have you been looking for a way to cost justify a mentor program? • Did your senior leadership assigned you the task of developing a program, but didn’t include a budget? • Are you looking for more diversity in your workforce, but continue with the same recruitment strategies? • And last […]

May 9th, 2017

A Millennial’s Take on Millennial Hiring Trends

Categories: Hiring & Onboarding, Millennials

millennial hiring study

As a Millennial, I found the MRI Network 2017 Millennial Hiring Trends Study  to be fascinating. While I have commented on Millennials hiring trends in past articles, there are some aspects of this current study worth highlighting. First, check out the interesting overview video from MRI Network that gives a solid snapshot of their findings: Analysis […]

May 2nd, 2017

Resources to Consider After the Raymond James NCPD

Categories: Andrea Schlapia

Resources to Consider After the Raymond James NCPD

We hope you found the Raymond James National Conference for Professional Development in Orlando to be rewarding and highly educational. For attendees of our four conference sessions on boosting your practice, below you can access the presentation materials as you begin implementation of the strategies. Not able to attend? Enjoy these complimentary materials and get […]

April 25th, 2017

Top Tips for Networking Success

Categories: Marketing, Social Networking

networking tips

They say, there are only seven degrees of separation between us and any job or connection we ever endeavor to make. Therefore, making a conscious effort to consistently expand our network of connections is key. Social networking aside, real-time networking is about putting yourself physically out there. But what to do once you are there? […]

April 18th, 2017

How Do New Laws Impact Special Needs Trusts?

Categories: Special Needs

special needs trust

A Special Needs Trust allows for the beneficiary to qualify for or maintain eligibility for government benefits like Supplemental Security Income and Medicaid, while maintaining a higher quality of life than would otherwise be possible. In the realm of special needs planning there are two basic types of Special Needs Trusts: First Party Trusts and […]

April 11th, 2017

Raymond James National Conference Resources & Sessions

Categories: Hiring & Onboarding, Succession Plan, Team Development

Raymond James National Conference Resources & Sessions

Heading to the 2017 Raymond James National Conference for Professional Development in sunny Orlando this week? Here are 4 helpful resources before you head south for the conference: 1: Visit the National Conference Web site for updates, at-a-glance agenda and more. 2: Get 11 Tips from RJ on Getting the Most from the Conference. 3: Be sure to visit the Apple App Store […]

April 4th, 2017

News on the DOL Fiduciary Rule & Overtime Regulations

Categories: Compliance

DOL Fiduciary Rule

A sea of news continues to come in waves regarding DOL Overtime Regulations and the Fiduciary Rule. To bring you up to speed, here’s a handy recap of where things stand with each. Overtime Regulations:  In early December I wrote an article about the Thanksgiving surprise, in which a Federal court judge issued an injunction […]

March 21st, 2017

The Art of the Apology

Categories: Protocol

art of the apology

We are immersed in the most competitive business climate in history imposing unprecedented pressures at all levels that simultaneously prime us for personal altercations, business scuffles and tussles which ultimately require the proverbial … dreaded apology. “Sorry seems to be the hardest word.” – Elton John …Ask Brian Williams, Lance Armstrong, Paula Dean, and Bill […]

March 14th, 2017

3 Tips for Financial Advisors Exploring Social Media

Categories: Marketing, Social Media

social media older woman

If you’re a financial advisor and beginning to dip a toe into the vast ocean of social media, you might feel rather overwhelmed at the thought of where to begin and how to turn the networks into a tool for generating new and deeper relationships. Just like your career as an advisor, you didn’t become […]

March 7th, 2017

Advisors: Enjoy 3 Healthy Tips on Competing for Millennial Employees

Categories: Employee Engagement, Millennials, Practice Management

Millennial Employees Exercising

Just two brief months ago we welcomed the start of a new year, many of us setting goals for ourselves and our companies. Do you remember your resolutions? Have you kept them? In this article, you’ll understand why sticking to several healthy practice management tips in the longterm can give you a crucial edge in recruiting and retaining Millennial […]

February 28th, 2017

How Financial Advisors Are Using Video to Connect with Clients

Categories: Marketing, Social Media, Video

How Financial Advisors Are Using Video to Connect with Clients

Don’t miss the opportunity to join our complimentary webinar about the ever growing power of video and how it’s being effectively harnessed by financial advisors. Ironstone is pleased to welcome our strategic partner, Laura Garfield and Sharon Gottula, founders of cutting edge video production company Idea Decanter. In this 60-minute educational session they will present best practices […]

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 […]

Contributors

Andrea Schlapia
Organizational Development and Human Capital
Connie Deianni
Mentoring and Employee Engagement
Dr. Heidi Maston
Organizational and Educational Leadership
Guest Blogger
Practice Management
Judith Bowman
Business Protocol
Laura Garfield
Idea Decanter Co-Founder
Mighty 8th Media
Strategic Partner
Nicole Anglace
Special Projects
Ruthann P. Lacey, P.C.
Elder and Special Needs Law
Sharon Gottula
Idea Decanter Co-Founder
 Scott D. Calhoun
Legal Counsel
TailorMade
Strategic Partner
Ironstone
Practice Management

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Latest Blog Article

Why Are You Cost Justifying a Mentoring Program?

Leadership Engagement Managers: • Have you been looking for a way to cost justify a mentor program? • Did your senior leadership assigned you the task of developing a program, but didn’t include a budget? • Are you looking for more diversity in your workforce, but continue with the same recruitment strategies? • And last […]

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