The Elements

May 26th, 2015

Understanding the Value in a Financial Advisory Blog plus 10 Tips to Get Started

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Understanding the Value in a Financial Advisory Blog plus 10 Tips to Get Started

  Many financial advisors ask us if they should have a blog. Our answer is, and always will be, “YES.” We support implementing a scheduled blog; however, blogging requires your time commitment to the task or have support staff to assist you. Blogging, or self-publishing, is a powerful business building strategy. For years advisors have […]

May 19th, 2015

How to Boost Employee Engagement during Summer Months

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How to Boost Employee Engagement During Summer Months

  Sunny skies and warm weather is on the horizon and if you’re like me, vacation time is calling your name. Summer has a tendency to zap employee engagement. In fact, a Captive Network study shows productivity drops 20 percent during summer months. Employee engagement, combined with company culture, is a hot topic right now. […]

May 12th, 2015

5 Ways Advisors Can Immediately Improve Their Marketing

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5 Ways Advisors Can Immediately Improve Their Marketing

  No matter how great your products and services are, the success of your firm will be limited without effective marketing. Knowing your target market, reaching them through proper channels, and delivering the right message at the right time are essential to make sales. If you’re not getting the results you want, here are 5 […]

May 5th, 2015

Continuity Planning – The Questions Financial Advisors Need to Answer + Checklist Download

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Continuity Planning – The Questions Financial Advisors Need to Answer + Checklist Download

There is a critical gap with financial advisors understanding the difference between continuity, contingency, and succession plans. Most advisors tend to fuse them together and miss the value a continuity plan provides. In the case of a tragic event, failing to plan may be planning to fail. As a financial advisor, you need to ask […]

April 30th, 2015

Human Capital Institute Awards Ironstone CEO, Andrea Schlapia, with HCS and sHRBP Certifications

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Human Capital Institute Awards Ironstone CEO, Andrea Schlapia,  with HCS and sHRBP Certifications

Ironstone CEO and Founder, Andrea Schlapia, has earned her Human Capital Strategist (HCS) and Strategic HR Business Partner (sHRBP) certifications from Human Capital Institute (HCI), a global association for strategic talent management. Human Capital Institute is one of the fastest growing executive associations today. Members share a conviction that human capital is the only sustainable […]

April 28th, 2015

6 Ways to Find and Attract Leads Using LinkedIn

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6 Ways to Find and Attract Leads Using LinkedIn

Looking for a few simple tweaks to gain exposure, increase your visibility, and attract new prospects using LinkedIn?  If so, this is the list for you. Modifying the way you use LinkedIn will change how prospects perceive and respond to you. Here are six strategies to attract new leads to your firm. 1)  Create A […]

April 21st, 2015

Mastering the Mix of Client Appreciation & Prospecting Through Client Events  

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Mastering the Mix of Client Appreciation & Prospecting Through Client Events

Event planning can be challenging as you strive to master the right mix of expressing appreciation to existing clients and prospect for new business. The question most financial advisors ask us is, “Why don’t more clients attend my events and why won’t they bring a guest?” The answer most often is that your event topic […]

April 14th, 2015

Financial Advisor Strategic Alliances – 10 Steps to Success

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Financial Advisor Strategic Alliances - 10 Steps to Success

Business growth doesn’t come from wishful thinking. As you know, it takes a lot of hard work. The growth of your business is not an option – it is a necessity. Coordinating the right mix of strategies to gain market share and improve client acquisition rates is essential to advance your firm in today’s economy. […]

April 7th, 2015

What FINRA’s Cybersecurity Report Means for Financial Advisors

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What FINRA’s Cybersecurity Report Means for Financial Advisors

As the financial industry advances in technology to increase efficiency and enhance client service, firms face a daunting risk of increased exposure to cybersecurity threats and attacks. The changes in how firms and clients use and interact through technology create a variety of new avenues for intrusion that must be proactively addressed. Earlier this year […]

March 31st, 2015

5 Quick Tips to Implement Your Social Strategy

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5 Quick Tips to Implement Your Social Strategy

As you’re well aware, social media is nothing new and while I know many of you have a presence on at least one social network, it simply isn’t enough to create value. Typically what happens is many people create profiles and think they’ve done enough. As an advisor, you must provide more by creating an […]

March 24th, 2015

 The Essential Guide to Financial Advisor Marketing

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Marketing Implementation

All too often marketing is overlooked, put on the back burner, or is assigned to someone who has extra time. These scenarios are detrimental to any company. Marketing plans are essential to provide direction towards your goals and firm growth. Without growth and a plan to get there, your firm is at risk to silently […]

March 17th, 2015

10 Ways to Lead Your Workforce by Example

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10 Ways to Lead Your Workforce by Example

An executive who works alongside team members is rewarded with better performance but chumming up to employees is a fine balancing act. Too much comfort may breed complacency, an unwillingness to take on challenges, suppress independent thought and opposing ideas. You want your team to support and respect your decisions but you don’t want anyone […]

March 10th, 2015

Progressive Advisors Ready to Serve Young Wealthy Investors

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Progressive Advisors Ready to Serve Young Wealthy Investors

  Beaming in the headlines this morning I read, “Emerging Wealthy Investors Not Sure Wanted by Financial Advisors.” The seventh annual Millionaire Outlook study conducted by Fidelity says, “The makeup of the nation’s wealthy is changing, and while some advisors are ahead of that shift, many more haven’t realized the change or built their practices […]

March 3rd, 2015

Who Is Competing For Your Aging Clients Attention and Dollars?

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Who Is Competing For Your Aging Clients Attention and Dollars?

  This article was re-printed with the permission of our guests, Carolyn L. Rosenblatt, R.N., Elder Law Attorney & Dr. Mikol Davis, Psychologist, Gerontologist Competition for clients has always been there, but as investors age, something you might not have anticipated can happen. The vultures are out there. Competition with you for their invested assets […]

February 24th, 2015

Time Management Hacks for Financial Advisory Teams

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Time Management Hacks for Financial Advisory Teams

    Beware the barrenness of a busy life style – Socrates One of my passions is to find ways for teams to be more organized, manage time more efficiently, and ultimately be more productive. There are many things out of our control, but you can master how you choose to spend your time.  Wasting time, […]

February 17th, 2015

Essential Social Media Habits to Get Better Results

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Essential Social Media Habits to Get Better Results

No matter where you look there are countless articles on the importance of a social media presence for financial advisors. Social media is nothing new. Although many advisors have established a profile on at least one social network, it simply isn’t enough to create value. Social media profiles need to be more than a warehouse […]

February 10th, 2015

14 Ways to Improve Client Service & Have Clients Fall in Love with You  

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14 Ways to Improve Client Service & Have Clients Fall in Love with You

It’s all about love this week! Let’s just get right to it. Here are 14 tips your client service team can implement today and make your clients fall in love with your firm. Know Your Value Proposition One of the biggest mistakes in a value proposition is that client service teams are unable to communicate […]

February 3rd, 2015

Quick Tips to Improve Your Hiring Process plus 10 Awesome Interview Questions

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Quick Tips to Improve Your Hiring Process plus 10 Awesome Interview Questions

One of the key aspects I’ve learned about the hiring process over the last 20 years is that a well thought out and formal approach to hiring will serve your firm in a multitude of ways. Too often, hiring processes are left to a “fly by the seat of your pants” approach, which in the […]

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Latest Blog Article

Understanding the Value in a Financial Advisory Blog plus 10 Tips to Get Started

  Many financial advisors ask us if they should have a blog. Our answer is, and always will be, “YES.” We support implementing a scheduled blog; however, blogging requires your time commitment to the task or have support staff to assist you. Blogging, or self-publishing, is a powerful business building strategy. For years advisors have […]

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