The Elements

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 […]

July 9th, 2017

Ironstone Implementers – Lessons from Resource Management Associates

Categories: Clients, Communication, Practice Management, Staff Meetings, Time Management

Al Wheless Resource Management Associates

Ironstone has the privilege to work with phenomenal advisory teams across the country. Each and every day they motivate us with challenges, dreams, strength, and endurance. This inspired us to share success stories from teams we work with and how they implement practice management strategies and the results they have accomplished. In this interview with […]

July 1st, 2017

Happy 4th of July from Ironstone!

Categories: Company News

Happy 4th of July from Ironstone!

All of us at Ironstone hope all of you have a safe and wonderful 4th of July with your friends and family. Our office is closed Monday, July 3rd and Tuesday, July 4th. We will resume normal working hours on Wednesday, July 5th. Happy Independence Day!

June 27th, 2017

Helping Financial Advisors with Better Hiring via PXT Select

Categories: Hiring & Onboarding, Practice Management

financial advisor hiring practices

If you need help with the hiring practices of your financial advisory firm, we have good news for you. Ironstone is proud to add innovative new selection assessment PXT Select™ to our offerings! The new hiring assessment empowers organizations like yours to navigate the competitive talent landscape with confidence and ease. You’ve often heard that a […]

June 20th, 2017

Reflections on the ‘Fearless Girl’ Statue from a Fearless Girl

Categories: Andrea Schlapia, Culture

Reflections on the ‘Fearless Girl’ Statue from a Fearless Girl

If a photograph is worth a thousand words, seeing the Fearless Girl statue bravely facing off against the powerful and iconic Wall Street Bull certainly doesn’t disappoint. When I first saw this photo, it immediately brought several powerful words to mind. Fierce. Strong. Empowered. Determined. Seeing her inner strength as a confident youngster was very […]

June 13th, 2017

Video Shoot Tips for Hair + Makeup: Hire a Pro or DIY?

Categories: Marketing, Video

financial advisor video hair and makeup

You probably couldn’t begin to count the number of hours you’ve spent in your life in front of the bathroom mirror. If anyone knows the contours of your face or the cowlicks in your hair, it’s you. But just because you’ve put on your own makeup and styled your own hair, doesn’t make you an […]

June 6th, 2017

Why Every Word Counts for Financial Advisors

Categories: Clients, Practice Management

Why Every Word Counts for Financial Advisors

One of the more puzzling aspects of financial planning happens as we start working on a new planning case and ask the question: “Have you read your clients will or trust lately?” Sadly, the response is often “No, why would I? . . .  I am not an attorney” or “I had my back office […]

May 30th, 2017

3 Ways for Financial Advisors to Deepen Relationships with Clients

Categories: Clients

3 Ways for Financial Advisors to Deepen Relationships with Clients

If you’re like most financial advisors, you’ve got a thriving firm and find yourself focused heavily on making sure your client’s accounts are moving forward and meeting or exceeding expectations. While this emphasis on the business side of the relationship is certainly important, don’t discount the personal side of client relationships. Clients expect obviously expect their […]

May 23rd, 2017

Be Prepared: 11 Tips on Giving a Top Presentation

Categories: Speaking

tips on presenting

We all ‘present’ ourselves every day, and as we know, “The Presentation is everything!” Preparation in life is key and integral to being well-perceived and well-received by others. It helps you own your material and remember your goal: to convey your message by relating to your audience while remembering that every audience is different. Your […]

May 16th, 2017

Why Are You Cost Justifying a Mentoring Program?

Categories: Mentoring

cost justifying a mentoring program

Leadership Engagement Managers: • Have you been looking for a way to cost justify a mentor program? • Did your senior leadership assigned you the task of developing a program, but didn’t include a budget? • Are you looking for more diversity in your workforce, but continue with the same recruitment strategies? • And last […]

May 9th, 2017

A Millennial’s Take on Millennial Hiring Trends

Categories: Hiring & Onboarding, Millennials

millennial hiring study

As a Millennial, I found the MRI Network 2017 Millennial Hiring Trends Study  to be fascinating. While I have commented on Millennials hiring trends in past articles, there are some aspects of this current study worth highlighting. First, check out the interesting overview video from MRI Network that gives a solid snapshot of their findings: Analysis […]

May 2nd, 2017

Resources to Consider After the Raymond James NCPD

Categories: Andrea Schlapia

Resources to Consider After the Raymond James NCPD

We hope you found the Raymond James National Conference for Professional Development in Orlando to be rewarding and highly educational. For attendees of our four conference sessions on boosting your practice, below you can access the presentation materials as you begin implementation of the strategies. Not able to attend? Enjoy these complimentary materials and get […]

April 25th, 2017

Top Tips for Networking Success

Categories: Marketing, Social Networking

networking tips

They say, there are only seven degrees of separation between us and any job or connection we ever endeavor to make. Therefore, making a conscious effort to consistently expand our network of connections is key. Social networking aside, real-time networking is about putting yourself physically out there. But what to do once you are there? […]

April 18th, 2017

How Do New Laws Impact Special Needs Trusts?

Categories: Special Needs

special needs trust

A Special Needs Trust allows for the beneficiary to qualify for or maintain eligibility for government benefits like Supplemental Security Income and Medicaid, while maintaining a higher quality of life than would otherwise be possible. In the realm of special needs planning there are two basic types of Special Needs Trusts: First Party Trusts and […]

April 11th, 2017

Raymond James National Conference Resources & Sessions

Categories: Hiring & Onboarding, Succession Plan, Team Development

Raymond James National Conference Resources & Sessions

Heading to the 2017 Raymond James National Conference for Professional Development in sunny Orlando this week? Here are 4 helpful resources before you head south for the conference: 1: Visit the National Conference Web site for updates, at-a-glance agenda and more. 2: Get 11 Tips from RJ on Getting the Most from the Conference. 3: Be sure to visit the Apple App Store […]

Contributors

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

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Latest Blog Article

3 Ways Advisors Can Easily Embrace 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 […]

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