The Elements

December 13, 2016

Holiday Etiquette 101: Office Parties & Family Gatherings

Categories: Client Appreciation, Culture, Protocol

Holiday Party Etiquette

The Holidays are here and present a wonderful time to reflect, gather together and share special time with colleagues, friends and loved ones, acknowledge our many blessings, especially those in our lives who lift us up and make us better. Many go to great lengths to be together therefore, preparing to create special memories requires […]

April 21, 2015

Mastering the Mix of Client Appreciation & Prospecting Through Client Events  

Categories: Business Development, Client Appreciation, Marketing Plan, Prospecting

Mastering the Mix of Client Appreciation & Prospecting Through Client Events

Event planning can be challenging as you strive to master the right mix of expressing appreciation to existing clients and prospect for new business. The question most financial advisors ask us is, “Why don’t more clients attend my events and why won’t they bring a guest?” The answer most often is that your event topic […]

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 […]

July 22, 2014

Show Your Appreciation – Happy Clients are Loyal Clients

Categories: Blog, Business Development, Client Appreciation

Show Your Appreciation – Happy Clients are Loyal Clients

  How often do you let your clients know you appreciate them? Well-rounded client appreciation is not accomplished by hosting a once-a-year gala. Rather, carefully plan a process to ensure each client event, large or small, will strengthen your client relationships. Managing your client’s financial affairs is just a fraction of earning long-term trust and […]

June 4, 2013

Improve Client Satisfaction By Improving Employee Satisfaction – Here’s How

Categories: Blog, Business Development, Client Appreciation, Human Element, Team Development

Improve Client Satisfaction By Improving Employee Satisfaction – Here’s How

Client satisfaction survey time! Or, should we say, employee satisfaction survey time? The two go hand in hand. Research shows, happy, engaged and satisfied employees will increase client satisfaction and retention levels, leading to an increase in your bottom line. I love the book, Happy Hour Is 9 to 5 by author Alexander Kjerulf. Kjerulf, […]

September 20, 2012

Annual Client Appreciation Events Are Great, But Your Firm Can Do Better!

Categories: Blog, Business Development, Client Appreciation

Annual Client Appreciation Events Are Great, But Your Firm Can Do Better!

An annual client appreciation event is great, but…you can do better than that.  Why wait to say thank you once a year?  One of the most important components of your business plan and strategy is to continue to find ways to strengthen client relationships.  Implementing this practice on a daily basis will set your firm […]

May 18, 2012

Foster, Strengthen & Maintain Relationships Through Client Appreciation Events

Categories: Blog, Business Development, Client Appreciation

Give your clients a reason to be loyal! Hosting client events are an integral part of your overall business strategy and comprehensive marketing plan. Taking the time and effort to plan targeted events will: • help you foster, strengthen and maintain relationships with your best clients • increase the percentage of wealth you manage for […]

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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
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Judith Bowman
Business Protocol
Laura Garfield
Idea Decanter Co-Founder
Marsha Schechtman
Strategic Partner
Mighty 8th Media
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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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