The Elements

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 […]

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

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Latest Blog Article

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 […]

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