The Elements

August 19th, 2014

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

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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

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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

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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

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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 […]

July 22nd, 2014

Show Your Appreciation – Happy Clients are Loyal Clients

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Show Your Appreciation – Happy Clients are Loyal Clients

  How often do you let your clients know you appreciate them? Well-rounded client appreciation is not accomplished by hosting a once-a-year gala. Rather, carefully plan a process to ensure each client event, large or small, will strengthen your client relationships. Managing your client’s financial affairs is just a fraction of earning long-term trust and […]

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Latest Blog Article

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

  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 […]

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