The Elements

December 5th, 2017

Business Dining Tips: How to Wine and Dine Your Way to the Deal 

Categories: Protocol, Social Networking

Business Dining Tips: How to Wine and Dine Your Way to the Deal 

Advisors and business professionals at all levels have long-held the notion that wooing prospective new hires and closing a deal over lunch is extremely effective. However, I am thrilled to tell you there is now evidence to support this belief, according to Lakshmi Balachandra, a Harvard fellow. Inside the Dining Research Ms. Balachandra’s work subjected […]

November 28th, 2017

Tax Q&A for Recently Divorced People

Categories: Clients

Tax Q&A for Recently Divorced People

Advisors, you’re likely aware from experiences with clients that divorce is one of the most painful experiences anyone can go through. In addition to the emotional component, financial issues weigh heavily on the minds of the parties to any divorce. Unfortunately, there are just some things that don’t follow any logic and you just have […]

November 20th, 2017

Thanksgiving Hours & Holiday Wishes

Categories: Company News

Thanksgiving Hours & Holiday Wishes

Dear Clients & Colleagues, We will close November 22nd for the Thanksgiving holiday and reopen on Monday, November 27th. We hope you have a wonderful holiday with your family, and safe travels to all who will be on the road!

November 9th, 2017

How Advisors Can Embrace the Traits of Leadership

Categories: Leadership, Uncategorized

How Advisors Can Embrace the Traits of Leadership

Being a leader comes in many shapes, sizes, and qualities. A good leader is not able to turn on and off their leadership ability or character traits at will. Instead, leadership is a habit built upon our core foundational character traits that have been pressed upon us, in us and around us. We’re not talking […]

October 31st, 2017

10 Holiday Party Tips for Financial Advisors

Categories: Client Appreciation, Referral Network

10 Holiday Party Tips for Financial Advisors

With holiday party season soon upon us, you’re likely in the planning and execution stages for your upcoming party. Client events at the holidays (or any time of the year) are a great way show your appreciation, get clients connected with each other and potentially gain referrals. Here are ten top tips for making your […]

October 24th, 2017

Exploring Mediation as an Effective Business Tool

Categories: Practice Management

Exploring Mediation as an Effective Business Tool

In my more than thirty years of practicing law, I have acquired many skills that were not taught in law school. Perhaps among the most important of these is the ability to find the path that brings the difficult transaction to a close. In my experience, however, there are times when despite the desire of […]

October 18th, 2017

A Development Day Success Story: David Adams Wealth Group

Categories: Practice Management, Team Development

A Development Day Success Story: David Adams Wealth Group

Ironstone client David Adams Wealth Group was recently at an ideal point to have a Development Day. The Challenge As a business owner, David was feeling overwhelmed, and his team had a growing frustration over the minimal open communication versus email. Additionally, the team was unclear of expectations, but not comfortable asking for help or […]

October 17th, 2017

13 Questions about Development Day with a Financial Advisor Coach

Categories: Andrea Schlapia, Operational Effectiveness, The Fundamental 4

Do you have a finger on the pulse of how things are going at your financial advisor firm? Seriously, do you really know what your team is thinking, what clients are experiencing and where the problem areas are? There is one guaranteed way to get to the bottom of what’s going great or what issues […]

October 10th, 2017

Four Steps to Client Engagement for Financial Advisors

Categories: Clients, Marketing, Practice Management

Four Steps to Client Engagement for Financial Advisors

Use these four steps recommended by Raymond James to create greater engagement among your clients and help drive your business growth. Study after study has shown that the most satisfied clients are the ones who hear from their advisors frequently, who have forged trusting relationships with their advisors and who receive stellar service. These are […]

October 3rd, 2017

The Power of Embracing Failure

Categories: Leadership, Performance Evaluation, Practice Management

The Power of Embracing Failure

In most circumstances, the more you lead the better you become. You will have moments of success, which should be cherished and noted. But failure can also provide a stepping stone to success in all aspects of life, if used properly. Throughout my military career, I picked up quite a few sayings about embracing failure: […]

September 26th, 2017

Deriving Business Connections from Social Events

Categories: Protocol, Social Networking

Deriving Business Connections from Social Events

When so many of us will traverse in an out of companies and continents the need for connections derived from business-related social events and social settings becomes indispensable, something upon which the savvy business professional will capitalize. Doing so will enhance your business reputation as one who is socially savvy, business-wise and well-connected. There was […]

September 19th, 2017

Financial Advisor Videos: Give Your Audience What They Want

Categories: Marketing, Video

At least once a week we’re on a call with an interested client who tells us, “I want video, but I have no idea what to talk about.” It’s usually raised by someone who has seen a stat like this: “Video is projected to claim more than 80% of all web traffic by 2019.” — […]

September 12th, 2017

What The Profit Teaches You About Your Financial Advisor Practice

Categories: Culture, Hiring & Onboarding, Practice Management

What The Profit Teaches You About Your Financial Advisor Practice

I’m a huge fan of The Profit, a CNBC show centered around business guru Marcus Lemonis taking a struggling business and helping them turn it all around into profitability. Once he takes on a challenge and invests in their business, he now has skin in the game and deeply cares about getting their team on […]

August 22nd, 2017

17 Top Tips on Job Interviewing with a Firm

Categories: Hiring & Onboarding

17 Top Tips on Job Interviewing with a Firm

Interviewing can be an intimidating, humiliating and nerve-wracking experience for many however, your true professional colors will surely shine if you are aware of some ‘gentle reminders’ and prepare, accordingly. First, you must consciously decide to make this a positive, insightful experience. Be mentally prepared to embrace the challenge and, the opportunity to learn first-hand […]

August 15th, 2017

3 Ways Advisors Can Easily Embrace Social Media

Categories: Marketing, Social Media

financial advisor social media

Successful financial advisors are busy financial advisors. You didn’t gain all those clients and their lifelong trust by sitting behind closed doors and waiting for them to arrive, right? Odds are that you’re active in your profession, your community, your network,  your church, your circle of friends, and more. While your involvement in those areas of […]

August 8th, 2017

Top 10 Business Travel Tips from a Road Warrior

Categories: Andrea Schlapia, Company News

business travel tips

For over 25 years, I’ve been a road warrior; traveling frequently from coast to coast and sometimes overseas. With so much travel under my belt, I want to share my top travel tips so other business travelers like you can skillfully navigate the ins & outs of weekly business travel while also ensuring your personal travel […]

August 1st, 2017

Mastering the Art of Small Talk

Categories: Protocol

mastering the art of small talk

You are at the dining table having a spirited discussion with the person on your left however, the person on your right is not responding and appears bored or disinterested. You are walking from the reception area to their office or meeting room, going up the elevator 36 floors (!) with your host who says […]

July 18th, 2017

Advice for Advisors on Legal Issues including Succession Planning, DOL & More…

Categories: DOL, Succession Plan

Financial Advisor Consultant

I recently read an article addressing key factors for financial advisors to consider when looking to retire, sell or merge their practice. The article was well-written and focused on many important factors such as making sure that the new practice was a good fit for the advisor’s client base, taking care to structure the terms […]

Contributors

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

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Latest Blog Article

Business Dining Tips: How to Wine and Dine Your Way to the Deal 

Advisors and business professionals at all levels have long-held the notion that wooing prospective new hires and closing a deal over lunch is extremely effective. However, I am thrilled to tell you there is now evidence to support this belief, according to Lakshmi Balachandra, a Harvard fellow. Inside the Dining Research Ms. Balachandra’s work subjected […]

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