The Elements

October 18th, 2017

A Development Day Success Story: David Adams Wealth Group

Categories: Practice Management, Team Development

A Development Day Success Story: David Adams Wealth Group

Ironstone client David Adams Wealth Group was recently at an ideal point to have a Development Day. The Challenge As a business owner, David was feeling overwhelmed, and his team had a growing frustration over the minimal open communication versus email. Additionally, the team was unclear of expectations, but not comfortable asking for help or […]

October 17th, 2017

13 Questions about Development Day with a Financial Advisor Coach

Categories: Andrea Schlapia, Operational Effectiveness, The Fundamental 4

Do you have a finger on the pulse of how thing are going at your financial advisor firm? Seriously, do you really know what your team is thinking, what clients are experiencing and where the problem areas are? There is one guaranteed way to get to the bottom of what’s going great or what issues […]

October 10th, 2017

Four Steps to Client Engagement for Financial Advisors

Categories: Clients, Marketing, Practice Management

Four Steps to Client Engagement for Financial Advisors

Use these four steps recommended by Raymond James to create greater engagement among your clients and help drive your business growth. Study after study has shown that the most satisfied clients are the ones who hear from their advisors frequently, who have forged trusting relationships with their advisors and who receive stellar service. These are […]

October 3rd, 2017

The Power of Embracing Failure

Categories: Leadership, Performance Evaluation, Practice Management

The Power of Embracing Failure

In most circumstances, the more you lead the better you become. You will have moments of success, which should be cherished and noted. But failure can also provide a stepping stone to success in all aspects of life, if used properly. Throughout my military career, I picked up quite a few sayings about embracing failure: […]

September 26th, 2017

Deriving Business Connections from Social Events

Categories: Protocol, Social Networking

Deriving Business Connections from Social Events

When so many of us will traverse in an out of companies and continents the need for connections derived from business-related social events and social settings becomes indispensable, something upon which the savvy business professional will capitalize. Doing so will enhance your business reputation as one who is socially savvy, business-wise and well-connected. There was […]

September 19th, 2017

Financial Advisor Videos: Give Your Audience What They Want

Categories: Marketing, Video

At least once a week we’re on a call with an interested client who tells us, “I want video, but I have no idea what to talk about.” It’s usually raised by someone who has seen a stat like this: “Video is projected to claim more than 80% of all web traffic by 2019.” — […]

September 12th, 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 22nd, 2017

17 Top Tips on Job Interviewing with a Firm

Categories: Hiring & Onboarding

17 Top Tips on Job Interviewing with a Firm

Interviewing can be an intimidating, humiliating and nerve-wracking experience for many however, your true professional colors will surely shine if you are aware of some ‘gentle reminders’ and prepare, accordingly. First, you must consciously decide to make this a positive, insightful experience. Be mentally prepared to embrace the challenge and, the opportunity to learn first-hand […]

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 […]

Contributors

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

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Latest Blog Article

A Development Day Success Story: David Adams Wealth Group

Ironstone client David Adams Wealth Group was recently at an ideal point to have a Development Day. The Challenge As a business owner, David was feeling overwhelmed, and his team had a growing frustration over the minimal open communication versus email. Additionally, the team was unclear of expectations, but not comfortable asking for help or […]

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