The Elements for Your Weekend…Cool Tools In Technology
Categories: Blog, Business Development, Investment Model, Operational Effectiveness, Referral Network, Strategic Planning
Get your weekend started with Ironstone’s Elements for Your Weekend! Technology Take a look at the latest and greatest apps for advisors this summer…9 Cool and Useful Apps for Advisors This Summer….Financial Planning.com Great Read Does Your Staff Determine Your Referability Factor? Read How Your Staff Can Make or Break Your Referability……Financial Planning.com Webinar ETFs: […]
Behavioral Finance – WARNING, Side Effects May Occur
Categories: Blog, Investment Model, Strategic Planning
According to Bloomberg.com, financial advisors are relying more heavily on behavioral finance, the study of how unconscious biases affect financial decisions to coax risk-averse investors out of cash and into the markets. Bloomberg.com provides us with several great articles to dig into the side effects behavioral finance has when you combine your money and your […]
Create Added Value In Your Investment Model
Categories: Blog, Investment Model
Designing a methodology for managing your client investments is essential for a clear representation of financial performance and aides in effective decision-making. It is a generally accepted principle that a portfolio is designed according to the investor’s risk tolerance, time frame, and investment objectives. Create Value Within Your Investment Model “All good to great companies […]
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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 […]Read More>