The Elements

July 4, 2016

Workplace Putdowns Are Counterproductive

Categories: Business Model, Leadership, Performance Evaluation

Workplace Putdowns Are Counterproductive

The workplace is renowned for holding conventional team sales meetings wherein performance, achievement and sales numbers are publicly touted. When sales numbers are met and quotas exceeded, bells ring, horns blow, trumpets play and even obtuse exercises are ritually and merrily performed. Key individuals are buoyed by the recognition, accolades and affirmations which are great […]

May 2, 2016

Business Formation & Operational Issues – When to Call the Lawyer?

Categories: Business Model, Operational Effectiveness, Practice Management, Succession Plan

Business Formation & Operational Issues – When to Call the Lawyer?

I am often called to consult with business owners about questions dealing with the structure or organization of their business entity. These questions typically involve issues related to: The formation of the entity Structure and relationships of co-owners Continuity of the business Although these issues can often be resolved favorably, a positive result may depend on […]

October 13, 2015

How to Robo-Proof Your Financial Advisory Firm

Categories: Blog, Business Model, Strategic Planning

How To Robo-Proof Your Financial Advisory Firm

The robo-advisor and its collision with traditional advisors has become a media staple. Conversations focused on robos and the changing landscape of technology take center stage among financial advisors and industry leaders. Warnings of fee compression and competitive automated services that robos provide are abound in the headlines. There seems to be no argument that […]


Hear From Your Peers – How To Robo-Proof Your Financial Advisory Firm

Categories: Blog, Business Model, Strategic Planning

Hear From Your Peers

    “Hear From Your Peers” is an excerpt from our article – How To Robo-Proof Your Financial Advisory Firm. Read the full article here. The robo-advisor and its collision with traditional advisors has become a media staple. Conversations focused on robos and the changing landscape of technology take center stage among financial advisors and […]

October 12, 2012

Hit the Nail On the Head When Constructing Your Business Model

Categories: Blog, Business Model, Strategic Planning

Hit the Nail On the Head When Constructing Your Business Model

Constructing a business model should be a vital part of your firms overall business strategy; describing the core aspects of your firm, including services, purpose, organizational structure, operational processes/policies and your strategies. As the financial services industry has evolved over the years, business models available to financial advisors have changed and expanded. You will want […]

May 25, 2012

Stay Competitive By Adopting A Higher Value Business Model For Your Firm

Categories: Blog, Business Model, Strategic Planning

In our first blog series focusing on strategic planning and your firm’s business model (http://aeschlapia.wordpress.com/2012/02/06/how-to-define-your-business-model-and-set-the-objectives-that-will-bring-it-to-life/) we reviewed types of business models including solo, silo and ensemble firms and how strong ownership mentality helps drive success and creates focus to leverage services offered to your clients. We also identified that your business model explains the flow […]

February 6, 2012

How To Define Your Business Model And Set The Objectives That Will Bring It To Life

Categories: Blog, Business Model, Strategic Planning

How To Define Your Business Model And Set The Objectives That Will Bring It To Life Follow us as we explore the first of Ironstone’s Fundamental 4™ – Strategic Planning:  The main objective in this fundamental is to create an uncomplicated plan that clearly defines the direction of the practice.  Primary focus areas include business […]

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Contributors

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