The Elements

January 27th, 2015

5 Pivotal Prospecting Methods for Financial Advisors

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5 Pivotal Prospecting Methods for Financial Advisors

  Successful advisors know that prospecting is the lifeblood to continued growth for a financial practice. Yet, competition is getting stronger and to remain competitive, advisors need to employ new prospecting strategies in order to capture new assets and remain viable. Prospecting is the method of proactively stepping out of your comfort zone and requires […]

January 20th, 2015

7 Ways You Can Be a Better Leader    

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7 Ways You Can Be a Better Leader    

  “If you can’t fly, then run; if you can’t run, then walk; if you can’t walk, then crawl, but whatever do, you have to keep moving forward.” -Dr. Martin Luther King, Jr   The words of Dr. Martin Luther King, Jr. are just as powerful today as when he first spoke them. For many […]

January 13th, 2015

Advisors, Here’s What Investors Want From You Through Social Media and 7 Things You Need To Do Now

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Social Media Trends of Today's Investor

No matter where you look, there are countless articles on the importance of a social media presence for advisors. Social media is nothing new, and while 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 […]

January 6th, 2015

5 REALLY BIG Pitfalls of Multitasking

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5 REALLY BIG Pitfalls of Multitasking

Guilty as charged! In the past I’ve been a master multitasker, or so I thought. I could answer a phone call, respond to an email, and dabble on a project simultaneously. I was satisfied that I could work on several projects at once. I felt efficient and productive. In reality, the quality of my work […]

December 30th, 2014

10 Things You Should Resolve NOT To Do This Year

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10 Things You Should Resolve NOT To Do This Year

It’s hip to focus on getting things done; check marking and scratching things off the proverbial “To Do” list.  Often times, the biggest challenge is deciding which task to tackle first.  Even more often, we find ourselves either accomplishing nothing or only a little bit of everything. As the saying goes, the definition of insanity […]

December 16th, 2014

3 Must Watch TED Talks to Ignite Success, Motivation, and Leadership

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 3 Must Watch TED Talks to Ignite Success, Motivation, and Leadership

As we near the end of 2014, many of us are thinking about annual performance reviews, strategic goal planning, holiday parties, and New Year’s resolutions. I’m no exception, and have almost become obsessed with a list of things I want to do next year to further my personal and professional development. I believe the key […]

December 9th, 2014

Top 14 Ironstone Blog Posts for Financial Advisors in 2014

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Top 14 Ironstone Blog Posts for Financial Advisors in 2014

  For those of you who know us, Ironstone’s success is defined by your success. We consistently work to provide you with information and practice management strategies that are valuable and actionable in order for you to enhance and improve your business and personal life. We collected a list of the “Top 14” Ironstone blog […]

December 3rd, 2014

Andrea Schlapia Shares Performance Review Tips With Advisor Perspectives

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Andrea Schlapia Shares Performance Review Tips With Advisor Perspectives

ADVISOR PERSPECTIVES Nine Tips for Great Performance Reviews Andrea Schlapia, Ironstone CEO and Founder shares nine actions managers can take to encourage and motivate employees during performance reviews with Advisor Perspectives. Read the full article here: Nine Tips for Great Performance Reviews

December 2nd, 2014

The MBTI® Personality Assessment – A Horse of a Different Color – 5 Things that Make the MBTI® Unique and Why it Matters

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5 Things that Make the MBTI® Unique and Why it Matters

  This post was re-printed with the permission of our guest, Cynthia Stengel Paris. When it comes to personality instruments, the MBTI® is a “horse of a different color”.  Its unique place among assessments arises from its theoretical underpinnings – C.G. Jung’s psychological types.  Jung’s theory, thus Myers’ instrument, gets to the heart of who […]

November 25th, 2014

Adopt an Attitude of Gratitude – My Challenge to You

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Adopt an Attitude of Gratitude – My Challenge to You

  This time of year we find ourselves so busy with work and the hustle and bustle of the holidays that I wonder if we are taking time to see the magic in each moment and truly give thanks. The social world is alive with numerous “Thankfulness Challenges.” Many of my friends take part in […]

November 18th, 2014

5 Marketing Tips Financial Advisors Can’t Ignore

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5 Marketing Tips Financial Advisors Can’t Ignore

  Ready to kick your marketing plan into overdrive this year? With the abundance of challenges and changes facing the financial industry today you need to ensure your firm remains relevant to clients and new investors. Your attention and ability to adapt to theirpreferences and expectations is crucial. The role of your marketing department is […]

November 11th, 2014

7 Best Practices for a Successful Advisory Board

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Client Advisory Boards for Financial Advisors

  They say a dog is a man’s best friend. As a financial advisor you’re going to need more than a furry four-legged canine and a wet nose to help you navigate through the changes and challenges facing our industry. As an advisor there is a long list of items demanding your attention: hiring new […]

November 4th, 2014

How To Create An Ideal Client Profile

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How To Create An Ideal Client Profile

A recent study by the Financial Planning Association examined current and future trends for financial advisors related to growing and managing their practices. One of the focus areas analyzed was the effectiveness of creating ideal client profile definitions. The study found that firms with a formal ideal client definition have greater success in attracting clients […]

October 28th, 2014

Is Your Team Green and Growing or Ripe and Rotting? Here’s Why Employee Development Is Necessary to Your Success

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Why Employee Development Is Necessary to Your Success

  “Are you green and growing or ripe and rotting?” I love this quote by Ray Kroc. In fact, I have it framed in my home as a reminder to never stop learning. For those of you who don’t know, Ray Kroc was an American businessman who joined McDonald’s in 1954. His strict standards and […]

October 21st, 2014

10 Minutes a Day – A LinkedIn Checklist for Financial Advisors

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10 Minutes A Day - A LinkedIn Checklist For Financial Advisors

  Nearly every day there are more studies and articles about the importance of a social media presence for financial advisors. All of the statistics point to the fact that clients and prospective clients alike are conducting research online. And, they are looking for YOU! Advisors will often present us with skeptical questions; “How can […]

October 14th, 2014

What Your Firm Needs to Do Now to Attract Next-Gen Investors

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What Your Firm Needs to do Now to Attract Next-Gen Investors

    Investors under the age of 40 present a huge opportunity to advisors. The next generation represents a larger population than the Baby Boomer clan who came before them. Studies show they are not satisfied with the financial advice they are receiving. To ensure your firm will remain relevant to these young investors, your […]

October 7th, 2014

9 Ways to Motivate Employees with Performance Reviews

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9 Ways to Motivate Employees with Performance Reviews

  Let’s face it, this time of year managers and employees alike are starting to think about performance reviews. Stress and anxiety levels rise and less than favorable opinions about performance reviews are muttered between peers. To top it off, a recent Leadership IQ study of 48,000 leaders said that only 13% of those leaders […]

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Latest Blog Article

5 Pivotal Prospecting Methods for Financial Advisors

  Successful advisors know that prospecting is the lifeblood to continued growth for a financial practice. Yet, competition is getting stronger and to remain competitive, advisors need to employ new prospecting strategies in order to capture new assets and remain viable. Prospecting is the method of proactively stepping out of your comfort zone and requires […]

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