Strategic Partners

As a learning and development consultancy, Ironstone is actively recruited to participate at various events such as national, divisional, and regional conferences; breakout and lunch-n-learn sessions; webinars; and client appreciation events.

Ironstone’s Strategic Partners encompass a diverse group of professionals, which represent the organizational and logistical forces that drive Ironstone. The blend of backgrounds, skills, and knowledge allows Ironstone to impact client performance using a team approach. The critical mechanisms that operate this team are its enthusiasm and commitment to success, quality, and high standards. The talent behind each facet of Ironstone shapes and validates our reputation of authenticity and integrity.

 


Partners

Judith Bowman

Business Protocol

Judith Bowman founded Protocol Consultants International in 1993 and has prospered to become an established Business Protocol expert, educator, corporate speaker, and renowned authority in the field of Professional Presence, Dining Savvy, International Protocol Awareness, and Protocol Certification. Ms Bowman is also Founder and Executive Director of the National Civility Foundation: www.NationalCivilityFoundation.org. She is a graduate of Boston College and has pursued studies in Effective Business Communication at Harvard University.

Ms. Bowman speaks to critical interpersonal communication skills and shares specific nuances advantageous to exemplary conduct in today’s fast-paced and highly competitive global work environment. She showcases everyday business situations and shows professionals how to leverage these as opportunities to demonstrate respect while earning respect - while showing you know “the difference” while making a difference to stand apart and outclass the competition!

Ms. Bowman has authored two business protocol books: “Don’t Take the Last Donut…” (Career Press) presently sold in 16 countries, translated in 14 languages, and her new book, “How to Stand Apart @ Work …” She has authored a weekly Everyday Etiquette column syndicated throughout New England for ten years by the Pulitzer Prize winning Eagle Tribune Publishing Company. Internationally, she authored a Business Protocol column for the prestigious Noblesse Magazine, China. She presently writes a weekly Business Protocol column for Boston Herald newspapers and has a coordinating weekly radio segment, “A Protocol Moment” on Herald Radio.
She also writes a monthly Fabulous Woman series which features truly fabulous women who have shattered the glass ceiling and has been featured in Leader to Leader, March, 2015.-

Bowman has produced a series of support products which include: Executive Etiquette/First Impressions DVD, DINING 101 DVD and Protocol Training DVD – from her on-line How to Stand Apart series.

Idea Decanter

Because Idea Decanter specializes in working with financial advisors, we know the ins and outs of compliance as well as we know our own kids (all can be vexing). Together we help you create video you can use by telling visual stories and working with you to create a plan for getting those stories viewed. Not by someone in Malaysia or an Internet bot, but by the right eyes. For you that’s probably your current or future clients. We know if you had enough hours in the year, you’d be talking to each and every one of them face-to-face. Until someone more science-y than us figures that out, we vote for video.

Powered by the brand journalism approach of co-founder Laura Garfield and the commercial photography experience of Sharon Gottula, Idea Decanter tackles your story in a unique way. We call it authentic. Not in the handcrafted, bespoke sort of Pacific Northwest way. Authentic as in we’re coaxing your story out of you. So the videos we help you create aren’t sort of like you would say it. They are exactly how you would say it. Because when you shine through, you can make a personal connection with video. And that’s what it’s all about.

Connie Deianni

Mentoring and Employee Engagement

Connie Deianni founded Corepoint as an extension of her passion for designing and delivering employee engagement programs to large, small, and non-profit entities. Corepoint represents 30+ years of employee engagement in the financial services and non- profit industries. Through trial and error coupled with the ability to “really listen,” Connie has honed best practices which support mentor programs; programs that enjoy longevity past the initial launch period and continue to flourish where the mentor concept ultimately becomes the culture of the organization.

As an experienced presenter, Connie provides engaging, dynamic, and interactive presentations focused on mentoring, career building, networking, diversity, and employee engagement. These insightful presentations leave her audience with best practices, tools to implement immediately, and the creative energy to make changes in their own organizations.

Ruthann P. Lacey, J.D., CELA, CAP

Certified Elder Law Attorney / Special Needs Law Attorney

Ruthann Lacey is an alumna of Trinity College and Emory University School of Law, is licensed to practice law in the State of Georgia and Washington, D.C., and is a Certified Elder Law Attorney. Her practice concentrates on planning for the unique and complex concerns of the elder population, and of children and adults with special needs.

Ruthann is a member of the National Academy of Elder Law Attorneys (NAELA), the Special Needs Alliance, a charter member of the Council of Advanced Practitioners, and a member of the District of Columbia Bar, the Georgia Bar Association, and the Atlanta Bar Association. Ruthann has been selected as a “Super Lawyer” every year since 2006; was named one of the Top 50 Women Attorneys in Georgia in 2007, 2009, and 2010; and was included in the “Georgia Trend” selection of Georgia’s Top Attorneys in 2012, all based on surveys of her peers. Ms. Lacey has an AV rating in Martindale-Hubbell, and was included in the 2013 Martindale-Hubbell Bar Register of Preeminent Women Lawyers.

Ruthann is past chair of the Elder Law Section of the Georgia Bar, serves on the Continuity of Law Practice Committee of the Georgia Bar, belongs to the Fiduciary Law Section of the Georgia Bar Association, and is a Life Fellow with the Lawyers Foundation of Georgia. She is a member of the Elder Law and Small Firm Sections of the Atlanta Bar Association.

Ruthann belongs to the DeKalb Estate Planning Council, is a member of the board of Family Initiative Residences, Inc., and is actively involved with several volunteer and charitable organizations. She is a past Director of the National Elder Law Foundation.

Ruthann is an active speaker on the local, state and national levels, to both professional and public groups and organizations. Recent engagements include serving as Program Chair for the fifteenth annual Institute of Continuing Legal Education in Georgia Special Needs Trust program; presenting at the 2015 Missouri NAELA Annual Elder Law Symposium; presenting at the 2015 Georgia Trial Lawyers Association Annual Convention; presenting with the ICLE Webinar Series; presenting at the 8th Annual Utah Elder Law, Estate Planning, and Medicaid Planning 2011 program; presenting at the 9th Annual Utah Elder Law, Estate Planning, and Medicaid Planning 2012 program; presenting at the Stetson University 2011 Special Needs Trusts - The National Conference; serving as a guest Professor of Law at John Marshall Law School; serving on the faculty of Southern Trust School; presenting at the NAELA Symposium and at NAELA Fundamentals Day; facilitating at the NAELA Advanced Practitioner’s Program; presenting to the Alabama Bar Institute for Continuing Legal Education; the Tennessee Bar Association; Medicaid Irrevocable Qualified Income Trust Training; The Coca-Cola Company; the Financial Planning Association; the Cobb County Bar Association Elder Law Section; Emory University's Senior University; Delta Employees Credit Union; the People’s Law School; the Atlanta Bar Association’s Legal Eagles CLE Series; the Atlanta Special Needs Trust Discussion Group; Georgia State University; the Joint Conference on Law and Aging; the Georgia Chapter of the Huntington’s Disease Society; Church groups; Civic groups; Alzheimer’s Support Groups; and AARP Chapters. She also has been an Instructor of Estates, Trusts and Wills and Legal Research at the National Center for Paralegal Training, has drafted Elder Law legislation for submission to the Georgia General Assembly, and is an editor and published writer.

Among other accomplishments, Ruthann has been published in the Georgia Bar Journal, Family Law Quarterly (a publication of the American Bar Association), Georgia Probate Notes, Exceptional Parent, Money Matters, Inside Money, Senior News, and NAELA News, edited the Medicaid chapters in A Will is Not Enough in Georgia, contributed to The Complete Idiot’s Guide to Long-Term Care Planning, and The CPA’s Guide to Long-Term Care Planning, has appeared as a guest on the Clark Howard Show, the Layman’s Lawyer, Money Matters, Inside Money, People to People, Professional Review, and Atlanta Issues, has been mentioned in Consumers Digest, has been cited in Elder Care and Nursing Home Litigation in Georgia, and has been quoted in The Wall Street Journal, The Atlanta Journal - Constitution, The Family Connection, and the American Bar Association Journal.

Mighty 8th Media

For over 10 years, Mighty 8th Media has been Atlanta’s local source for memorable, measurable marketing. From concept to content, their crew puts their clients first and delivers the stories that help businesses succeed. When you need big city creativity backed by hometown service, they’re up for the mission.

At Mighty 8th Media, they’re the name to know for:

• Strategy & Ideas – They prioritize research to truly understand your unique challenges, create tactical advantages, and dream up those "That’s it!" ideas that achieve goals.

• Brand Voice, Identity & Creative – They build and shape brands that leave the competition in fumes. By finding the voice that is authentic for businesses and channeling all their talent toward it, they make their clients stand out online or offline, through branding, collateral, video and more.

• Video – A great video gets to the "why". It builds tension, gives the viewer something to root for and, for the Mighty 8th crew, it enables them to tell their clients story through a few powerful moments.

• Results – Ultimately, an iconic brand is all about what works. Mighty 8th is dedicated to delivering sound strategies compelling stories, and powerful brands that are backed by transparent, actionable results.

Giving back is in Mighty 8th’s DNA and they continually seek ways to give back to the community that has supported them from the start. Their current pro bono and passion projects include work with the Hudgens Center for the Arts, the National Museum of the Mighty Eighth Air Force, and HomeAid Atlanta. They also work with numerous community charities and development organizations — cofounder Jonathan Holmes sits on the board of ArtWorks! Gwinnett and is very active in Partnership Gwinnett; while their entire creative team has supplied their talents to Tripp’s Trot, ShamRockin’ for a Cure, and the P4 Foundation.


At Mighty 8th Media, they work hard to nurture a culture of authenticity. They’re just good people doing good work for other good people — and they’re thrilled for the opportunity to help Ironstone clients prep their businesses for take off!

TailorMade

TailorMade Financial is the Advisor to the Advisor. For over 9 years, TailorMade has been the strategic resource for elite financial advisors, boutique legal and accounting firms across the country.
Most clients can get the same asset allocation pie chart from any broker or website. Candidly, the numbers only represent one element of a comprehensive plan. The emotional, legal & tax work are equally important. Comprehensive wealth management for the HNW client is about taking complex situations and delivering a balanced solution based on who the client is, what they care about & what they want to accomplish for both today and tomorrow. As experts in estate, business, tax, insurance and asset protection planning, our role is to help you deliver true wealth management as part of your practice.

Three reasons to work with TailorMade:

Specialized Expertise
Although many outside professionals we work with are qualified to handle aspects of what TailorMade does . . . there are few that could do it all.

Our primary focus is to be the Advisor to the Advisor, helping our clients develop, implement and service sophisticated, long-term financial plans that are "tailor-made" to their individual needs via a proprietary deliverable roadmap.

We don’t draft wills, write trust documents or perform audits, but we can count and read. In the end, making sure the math works and knowing what the documents "say" coincides with what the client’s actually wants is critical for a plan to work. We do one thing, and we do it exceedingly well.

This Is Our Marketplace
Being a boutique is not just a business model. It is how we can remain "selfish" for our clientele. The skillful leveraging of legal, tax and financial expertise to both enhance and safeguard wealth requires a dedicated process that goes beyond traditional planning practices or institutional software packages.

In order to advise high net worth clients with multiple planning needs; time, experience & expertise are all required. An occasional service doesn’t cut it. Providing the appropriate amount of time to make sure things get done right and stay right represents a luxury that cannot be adequately shared with everyone.

Things change, people change and tax laws change. Likewise, the planning doesn’t magically take care of itself with the placement of a singular financial product. Having dedicated expertise available throughout the life of the plan matters.

A Differential Advantage & Process
Although many firms claim to provide the same breadth of services, customized approach or expertise, there are relatively few cases in which this is completely true. Too often transactional planning is based on a particular product feature, canned sales idea or marketing campaign by so called "planning specialists."

Asking the right questions and intently listing to the answers before the planning process begins offers vastly different results. Great care in taken in our planning process to intimately understand each client’s own financial situation first. After understanding the real answers, the solutions that fit present themselves.

Contact us to discuss sessions customized for your needs!

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“I have been in attendance for several of Andrea’s training sessions and I also hired her to conduct a workshop for ~70 people. She focuses on getting people to understand their communication strengths and how to leverage them to be more effective. She also helps you understand / identify the communication styles and preferences of others so you are a more effective communicator in all facets of your life. I would not hesitate to hire Andrea again and I look forward to hearing her speak again later this year.”

Josh Bohlander, Senior Manager

Technology Product Management at Raymond James Financial

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