The Elements

August 28th, 2014

No Career Path – A Recipe for Costly Turnover

Categories:

No Career Path – A Recipe for Costly Turnover

  Attracting and retaining team members is one of the biggest struggles many of our clients face. With proper leadership, foresight, and planning, firms can avoid the costly expense of losing employees. While visiting with a friend the other day, she told me, “I feel I’m at a dead end in my career. There are […]

August 19th, 2014

Gung Ho on Client Segmentation to Improve Satisfaction, Relationships, and Retention

Categories:

Client Segmentation Strategies Need to Evolve With Clients

  Client segmentation is one of the first steps advisors can take towards greater efficiency and ultimately improved profitability. Because a segmentation project can be daunting, many advisors don’t segment clients beyond traditional metrics; grouping clients together based on assets under management and revenue provided to the firm. Financial advisory firms that have taken the […]

August 12th, 2014

No Referrals? Time to Rethink Your Process – Here’s How

Categories:

No Referrals? Time to Rethink Your Process - Here's How

Business is going good and clients are happy, but the number of qualified prospects in your pipeline has dwindled. Now what? The advisors we work with tell us, “I always ask my clients and centers of influence to let me know if they think of someone who will benefit from my services.  But, I end […]

August 5th, 2014

Continuity Planning – The Questions Financial Advisors Need to Answer

Categories:

Continuity Planning - The Questions Financial Advisors Need to Answer

  There is a critical gap with financial advisors in 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 […]

July 29th, 2014

5 Ways to Improve Communication with Clients

Categories:

5 Ways to Improve Communication with Clients

Research tells us that one of the most common reasons for clients jumping ship to a new advisor is due to lack of communication; yet many firms don’t have a formal communication plan in place. The number of ways to communicate with clients has transformed over the past decade – from a traditional mailing or […]

We would love to hear from you!

  • This field is for validation purposes and should be left unchanged.
close

Contact

Thanks for your inquiry!

We will be contacting you shortly. In the meantime please feel free to connect with us on social media and explore our blog posts.

Ironstone understands the importance of protecting your privacy. We will not sell, rent or give your name or address to anyone.

Latest Blog Article

No Career Path – A Recipe for Costly Turnover

  Attracting and retaining team members is one of the biggest struggles many of our clients face. With proper leadership, foresight, and planning, firms can avoid the costly expense of losing employees. While visiting with a friend the other day, she told me, “I feel I’m at a dead end in my career. There are […]

Read More>