The Elements

May 17, 2016

Boardroom Protocol: 17 Tips for Successful Business Meetings

Categories: Advisory Boards, Protocol

Boardroom Protocol: 17 Tips for Successful Business Meetings

Social media platforms aside, the one-on-one, face-to-face business meeting remains an integral part of the professional landscape and presents a singular opportunity to personally connect and ultimately advance critical interpersonal relationships. Think of business meetings as fertile judgment grounds where others almost relentlessly judge behavior because a business opportunity is on the table, so to […]

November 11, 2014

7 Best Practices for a Successful Advisory Board

Categories: Advisory Boards, Blog, Business Development

Client Advisory Boards for Financial Advisors

  They say a dog is a man’s best friend. As a financial advisor you’re going to need more than a furry four-legged canine and a wet nose to help you navigate through the changes and challenges facing our industry. As an advisor there is a long list of items demanding your attention: hiring new […]

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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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