All Articles By Andrea Schlapia

Andrea Schlapia
Organizational Development and Human Capital

Andrea Schlapia, RCC™, HCS, sHRBP, is the Founder and CEO of Ironstone, which represents the culmination of her 20+ year career within the financial services industry. Her experience began as a financial advisor evolving into a consultant coach for advisors entering the field. This ignited her passion to support others through learning and development of best practices in order to achieve substantial results. To this end, she followed her desire into positions of senior-level practice management specialists for Dreyfus, Prudential, and DWS Investments prior to the realization of Ironstone.  Andrea’s focus is on practice management strategies to enhance and improve both business and personal life.

Andrea identifies 4 key performance areas known as the Fundamental 4™, which are required to design, develop, and sustain a successful business. Through coaching sessions and speaking engagements, she captivates her audience with interactive, high-energy presentations which are built with “how-to” strategies resulting in real-world implementation for significant impact. Andrea has been featured in multiple publications and audio broadcasts as a specialist and distinguished spokeswoman in the financial industry.

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September 12, 2017

What The Profit Teaches You About Your Financial Advisor Practice

Categories: Culture, Hiring & Onboarding, Practice Management

What The Profit Teaches You About Your Financial Advisor Practice

I’m a huge fan of The Profit, a CNBC show centered around business guru Marcus Lemonis taking a struggling business and helping them turn it all around into profitability. Once he takes on a challenge and invests in their business, he now has skin in the game and deeply cares about getting their team on […]

August 8, 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 […]

June 20, 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 […]

January 9, 2017

9 Tips on Doing Less to Achieve More in 2017

Categories: Strategic Planning, Time Management

9 Tips on Doing Less to Achieve More in 2017

It’s that time again when you sit down to plan out the year of things to accomplish. Does it feel daunting? If so, you’re not alone. I sent out a tweet just a little over a week ago to kick off the year for a different mindset to organize 2017: “Although no one can go […]

October 6, 2016

The Glue that Holds Us Together: Creating an Advisory Mastermind Study Group

Categories: Learning and development, Operational Effectiveness, Practice Management

The Glue that Holds Us Together: Creating an Advisory Mastermind Study Group

As a practice management consulting firm, my team and I support financial advisory professionals across the country. We get to see the good, bad, ugly and inner workings of all size teams. One question that consistently surfaces in our network is, ‘how effective is a study group and should I join or create one?’ If […]

April 5, 2016

Breathing Room: 10 Steps to Make YOU Your Top Priority

Categories: Health & Wellness, Human Element

Breathing Room: 10 Steps to Make YOU Your Top Priority

Life is chaotic, fast-paced, and overwhelming. You feel exhausted, busy yet not productive, and it’s causing you to disengage. Does any of this describe you or your team?  If so, keep reading!  Today’s culture of work is no easy feat. With all the responsibilities, decisions to be made, people asking for direction and guidance, and […]

March 1, 2016

Can You Articulate Why You and Your Team Exist?

Categories: Branding & Value Proposition

Can You Articulate Why You and Your Team Exist?

Can You Articulate Why You and Your Team Exist? Advisors, how many times have you heard that clients don’t really understand the value you provide? I hear this concern on a continual basis from advisory teams. They don’t believe their client base really understands the full spectrum of what is being done for them and […]

February 23, 2016

Top 10 Lessons from Comeback Women

Categories: Blog, Human Element, Leadership

Top 10 Lessons From Comeback Women

  Women, as the more creative of the human species, can also be more resilient. Check out the successful creative strategies women learned when they failed a few times along the way. 1. Do guy stuff Kathryn Bigelow has taken a lot of criticism over the course of her career for doing action and violence. […]

February 16, 2016

Why Employee Engagement is Critical to Success

Categories: Blog, Human Element, Team Development

Employee Engagement

  Employee engagement has become a top priority for many financial advisory firms, and for good reason. Leaders of top performing firms know that an engaged, high-performing team is essential for continued growth. Highly engaged teams increase productivity, innovation, and the bottom line, while reducing costs related to employee turnover. Wikipedia provides a straight forward […]

February 9, 2016

14 Reasons People LOVE Their Job

Categories: Blog, Human Element, Team Development

14 Reasons People Love Their Job

Have a little fun this week with Valentine’s Day! Can your employees name 14 things they love about their job? If so, great! If not, it may be time to look at areas for improvement. Businesses as a whole tend to spend time on client satisfaction surveys, but lack a system to ensure employee satisfaction is […]

February 2, 2016

What Employees Really Want in a Compensation Package

Categories: Blog, Compensation, Strategic Planning

Compensation

Is your compensation package aligned with the goals of your firm to attract and retain a winning team? The impact to your bottom line due to employee loss is costly. Firms with mediocre compensation plans are likely to have high turnover rates and lose qualified job candidates. Most business owners are in denial about what […]

January 26, 2016

Niche Marketing for Financial Advisors – A Low-Risk Means to Grow Your Business

Categories: Blog, Business Development, Niche Marketing

Niche Marketing for Financial Advisors

  Many advisors we work with fear the same thing when asked about focusing on niche markets, “I’m afraid I will lose business.” The reality is, firms that hone their focus on specialty services, specific products, and specific needs are more appealing than those offering general services to a broad market. Identifying niches is a […]

January 19, 2016

10 Essential Components for a Successful Financial Advisor Business Plan

Categories: Blog, Business Plan, Strategic Planning

10 Essential Components for a Successful Financial Advisor Business Plan

The main objective of strategic planning for your firm is to create an uncomplicated business plan that clearly defines the direction of your practice. Your business plan embodies your set of goals and how you will attain them. The Financial Planning Association Research and Practice Institute conducted a study for a comprehensive assessment of current […]

November 17, 2015

5 Factors Financial Advisors Should Consider for Growth in 2016 and Beyond

Categories: Blog, Business Development

5 Factors Financial Advisors Should Consider for Growth in 2016 and Beyond

  As 2015 comes to end, I’ve had the opportunity to learn some important lessons this year about what it takes for advisors to have a leading edge and how to guide exceptional teams. Some of the lessons are new, based on research our firm has conducted and actions taken by the advisors we work […]

September 29, 2015

The Fundamentals of Business Coaching

Categories: Blog, Business Development

The Fundamentals Of Business Coaching

There’s both good news and bad news for small businesses operating in the United States. First, the bad news. Approximately 543,000 new businesses start each month; there are more businesses shutting down vs. starting. Seven out of ten new firms survive at least two years, however, only twenty percent will remain viable past the five […]

September 1, 2015

How to Get the Most Out Of Your Strategic Planning Session

Categories: Blog, Operational Effectiveness, Staff Meetings

How To Get The Most Out Of Your Strategic Planning Session

To ensure long term success, all businesses need to develop a clear methodology to produce sustainable growth and profitability. Many of the advisory firms we work with hold strategic planning sessions to outline initiatives for the coming year. The meetings often leave advisors and leaders with a little voice whispering, “Was the meeting valuable?” Like […]

August 4, 2015

Which is Better – Performance Management or Performance Reviews?

Categories: Blog, Human Element, Performance Evaluation

Performance Reviews

Feeling like your team is disengaged, lacking motivation, or merely showing up to put in a few hours of work each day? The problem could lie in your performance evaluation system. Effective leadership is often overlooked as emphasis is placed on the annual performance review. You can take your firm to a higher level of […]

June 30, 2015

Best Communication Practices to Get Stuff (Work) Done

Categories: Blog, Communication, Human Element, Team Development

Best Communication Practices to Get Stuff (Work) Done

Think for a moment how your team communicates on a daily basis. What does it sound like? Is it idle chit chat, meaningful conversation, or perhaps professional collaboration? Growing your business relies on all team members learning to express themselves clearly, translate ideas into action, and implement and utilize workflows to accomplish tasks and projects […]

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Latest Blog Article

What The Profit Teaches You About Your Financial Advisor Practice

I’m a huge fan of The Profit, a CNBC show centered around business guru Marcus Lemonis taking a struggling business and helping them turn it all around into profitability. Once he takes on a challenge and invests in their business, he now has skin in the game and deeply cares about getting their team on […]

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