The Elements

April 25, 2016

Storytelling: 4 Tips on Connecting with Potential Clients

Categories: Branding & Value Proposition, Marketing

Storytelling: 4 Tips on Connecting with Potential Clients

Is storytelling a forgotten art or has it morphed into a more unique offering that now includes digital, cell phones and social networking instead of just a chat around the fireplace? I attended a presentation the other day by Jeff Olsen from Thomas Arts. Jeff spoke about storytelling and creating an emotional connection with your […]

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 10, 2015

14 Ways to Improve Client Service & Have Clients Fall in Love with You  

Categories: Blog, Branding & Value Proposition, Business Development, Client Appreciation

14 Ways to Improve Client Service & Have Clients Fall in Love with You

It’s all about love this week! Let’s just get right to it. Here are 14 tips your client service team can implement today and make your clients fall in love with your firm. Know Your Value Proposition One of the biggest mistakes in a value proposition is that client service teams are unable to communicate […]

December 9, 2014

Top 14 Ironstone Blog Posts for Financial Advisors in 2014

Categories: Blog, Branding & Value Proposition, Business Development, Client Appreciation, Client Segmentation, Hiring & Onboarding, Human Element, Leadership, Marketing Plan, Niche Marketing, Operational Effectiveness, Performance Evaluation, Team Development

Top 14 Ironstone Blog Posts for Financial Advisors in 2014

  For those of you who know us, Ironstone’s success is defined by your success. We consistently work to provide you with information and practice management strategies that are valuable and actionable in order for you to enhance and improve your business and personal life. We collected a list of the “Top 14” Ironstone blog […]

September 18, 2014

What Your 9-5 Style Says About You – Dressing for Success

Categories: Blog, Branding & Value Proposition, Business Development, Human Element

Dress for Success

  Oh how this topic takes me back to the days of visiting my grandfather at his office. I would plop down on one of the chairs and pretend I was his client. I held such deep admiration for this man, not only because he was my grandfather, but he projected such confidence, comfort, and […]

August 18, 2013

Is Your Brand On Your Balance Sheet? It Should Be!

Categories: Blog, Branding & Value Proposition, Business Development

Is Your Brand On Your Balance Sheet?  It Should Be!

Your face to the world is your firm’s brand. Grounding your firm with a recognizable brand is invaluable in today’s ever changing and competitive world. Successful brands incorporate a conscious association of products and services a firm offers by providing a visual image to your target market displaying who you are, what you offer and […]

January 18, 2013

Take the 60 Second Value Proposition Challenge! Do Your Clients See Your Value?

Categories: Blog, Branding & Value Proposition, Business Development

Take the 60 Second Value Proposition Challenge! Do Your Clients See Your Value?

TEST YOURSELF!  In 60 seconds, or less, can you state your value proposition without hesitation and awkward silence? Try it! Take your 60 seconds now… I’ll wait. How did you do? Would your team members succeed at this test or better yet, how about your clients? A value proposition is a promise of value to […]

December 10, 2012

6 Ways To Expose Your Differences Through A Capabilities Proposal

Categories: Blog, Branding & Value Proposition, Business Development

6 Ways To Expose Your Differences Through A Capabilities Proposal

Are you using your capabilities presentation to its full capability? Providing solutions and differentiation to clients and prospects are vital components of your firm’s capabilities presentation and should be a fundamental element in your business development strategy for 2013. Your capabilities proposal should target your niche markets concentrating on challenges and obstacles they are facing […]

May 28, 2012

Is Your Firm’s Brand Recognizable?

Categories: Blog, Branding & Value Proposition, Business Development

Financial Advisors are more aggressive than ever in pursuing high-net-worth clients.   In order for you to join the elite pack and remain competitive you need to establish and demonstrate what makes your firm unique and how your firm is the solution to meeting client needs by creating a strong personal brand. Your brand message should […]

February 23, 2012

Learn How To Create A Unique Value Proposition For Your Firm

Categories: Blog, Branding & Value Proposition, Business Development

Learn How To Create A Unique Value Proposition For Your Firm.  Do you have a defined clear answer that inspires questions?  If you can describe to someone in a sentence or two what your business does and why it is valuable, you probably have a strong unique value proposition. Branding and Value Propositions create a […]

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Contributors

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