The Elements

November 4, 2014

How To Create An Ideal Client Profile

Categories: Blog, Business Development, Capabilities Presentation, Prospecting

How To Create An Ideal Client Profile

A recent study by the Financial Planning Association examined current and future trends for financial advisors related to growing and managing their practices. One of the focus areas analyzed was the effectiveness of creating ideal client profile definitions. The study found that firms with a formal ideal client definition have greater success in attracting clients […]

June 22, 2012

Mistakes In Your Capabilities Presentation? Avoid These!

Categories: Blog, Business Development, Capabilities Presentation

As we continue our series in Ironstone’s Fundamental 4™, we explore the common mistakes made in capabilities presentations whereas our last blog showed you how to build one –  http://aeschlapia.wordpress.com/2012/03/08/a-capabilities-presentation-a-vital-piece-in-selling-your-firm-learn-how-to-create-your-story-and-what-to-include/ The most vital component of your capabilities presentation is knowing when to share it.  Before prospective clients hire you, they want to know: What you […]

March 8, 2012

A Capabilities Presentation-A Vital Piece In “Selling Your Firm.” Learn How To Create Your Story And What To Include!

Categories: Blog, Business Development, Capabilities Presentation

A Capabilities Presentation-A Vital Piece In “Selling Your Firm.”   Learn How To Create Your Story And What To Include!

A Capabilities Presentation-A Vital Piece In “Selling Your Firm.”   Learn how to create your story and what to include!   Your aim in this endevour is to create a personalized package that outlines your client’s experiences as well as organizes and illustrates the components of your brand and service offerings. A business card won’t cut […]

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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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