The Elements

November 8, 2016

6 Technology Tips for Advisory Practice Growth

Categories: Business Development, Marketing, Marketing Plan

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As society continues to embrace digital trends, it seems that the future of wealth management will hinge on technology. Beyond attracting Millennials, either as investors or fellow advisors, keeping current with tech trends will allow you to stay ahead of the market and protect your firm. As stated by Mitchell Caplan, “Advisors who manage more […]

December 1, 2015

Financial Advisors, You Might Be Marketing the Wrong Way If…

Categories: Blog, Business Development, Marketing Plan

Marketing For Financial Advisors

Changes in marketing have evolved and grown at a fast pace making it difficult for most brands to keep up. Key trends are changing the scope of effective marketing, making the role for marketing professionals more challenging but at the same time exciting. Marketing professionals and strategies need to continually adjust and respond to technology […]

June 9, 2015

How to Make Cold Calling Profitable

Categories: Blog, Business Development, Marketing Plan

How to Make Cold Calling Profitable

  Cold calling is usually viewed as a frustrating and time consuming activity that leads to rejection and misery. If that’s the case, why do we continue to leverage this strategy? Many advisors still find it is a cost effective way to shake up the prospecting tree and increase pipeline activity. Cold calling is a […]

May 12, 2015

5 Ways Advisors Can Immediately Improve Their Marketing

Categories: Blog, Business Development, Marketing Plan, Niche Marketing, Strategic Alliances, Strategic Planning

5 Ways Advisors Can Immediately Improve Their Marketing

  No matter how great your products and services are, the success of your firm will be limited without effective marketing. Knowing your target market, reaching them through proper channels, and delivering the right message at the right time are essential to make sales. If you’re not getting the results you want, here are 5 […]

April 28, 2015

6 Ways to Find and Attract Leads Using LinkedIn

Categories: Blog, Business Development, Marketing Plan, Prospecting, Referral Network, Social Media

6 Ways to Find and Attract Leads Using LinkedIn

Looking for a few simple tweaks to gain exposure, increase your visibility, and attract new prospects using LinkedIn?  If so, this is the list for you. Modifying the way you use LinkedIn will change how prospects perceive and respond to you. Here are six strategies to attract new leads to your firm. 1)  Create A […]

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 […]

March 31, 2015

5 Quick Tips to Implement Your Social Strategy

Categories: Blog, Business Development, Marketing Plan, Social Media

5 Quick Tips to Implement Your Social Strategy

As you’re well aware, social media is nothing new and while I know many of you have a presence on at least one social network, it simply isn’t enough to create value. Typically what happens is many people create profiles and think they’ve done enough. As an advisor, you must provide more by creating an […]

March 24, 2015

 The Essential Guide to Financial Advisor Marketing

Categories: Blog, Business Development, Marketing Plan, Niche Marketing, Prospecting, Referral Network

Marketing Implementation

All too often marketing is overlooked, put on the back burner, or is assigned to someone who has extra time. These scenarios are detrimental to any company. Marketing plans are essential to provide direction towards your goals and firm growth. Without growth and a plan to get there, your firm is at risk to silently […]

March 10, 2015

Progressive Advisors Ready to Serve Young Wealthy Investors

Categories: Blog, Business Development, Marketing Plan, Niche Marketing

Progressive Advisors Ready to Serve Young Wealthy Investors

  Beaming in the headlines this morning I read, “Emerging Wealthy Investors Not Sure Wanted by Financial Advisors.” The seventh annual Millionaire Outlook study conducted by Fidelity says, “The makeup of the nation’s wealthy is changing, and while some advisors are ahead of that shift, many more haven’t realized the change or built their practices […]

February 17, 2015

Essential Social Media Habits to Get Better Results

Categories: Blog, Business Development, Marketing Plan, Social Media

Essential Social Media Habits to Get Better Results

No matter where you look there are countless articles on the importance of a social media presence for financial advisors. Social media is nothing new. Although many advisors have established a profile on at least one social network, it simply isn’t enough to create value. Social media profiles need to be more than a warehouse […]

January 13, 2015

Advisors, Here’s What Investors Want From You Through Social Media and 7 Things You Need To Do Now

Categories: Blog, Business Development, Marketing Plan, Social Media

Advisors, Here's What Investors Want From You Through Social Media

  No matter where you look, there are countless articles on the importance of a social media presence for advisors. Social media is nothing new, and while many advisors have established a profile on at least one social network, it simply isn’t enough to create value. Social media profiles need to be more than a […]

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 […]

November 18, 2014

5 Marketing Tips Financial Advisors Can’t Ignore

Categories: Blog, Business Development, Marketing Plan

5 Marketing Tips Financial Advisors Can’t Ignore

  Ready to kick your marketing plan into overdrive this year? With the abundance of challenges and changes facing the financial industry today you need to ensure your firm remains relevant to clients and new investors. Your attention and ability to adapt to theirpreferences and expectations is crucial. The role of your marketing department is […]

October 14, 2014

What Your Firm Needs to Do Now to Attract Next-Gen Investors

Categories: Blog, Business Development, Marketing Plan, Niche Marketing

What Your Firm Needs to do Now to Attract Next-Gen Investors

    Investors under the age of 40 present a huge opportunity to advisors. The next generation represents a larger population than the Baby Boomer clan who came before them. Studies show they are not satisfied with the financial advice they are receiving. To ensure your firm will remain relevant to these young investors, your […]

September 10, 2014

Marketing Your Financial Advisory Firm in 2015

Categories: Blog, Business Development, Marketing Plan

Marketing Your Financial Advisory Firm in 2015

  Here we go! NOW is the time to plan your marketing strategy for 2015. With more means to market your firm, it’s easy to get lost in knowing where to start and even easier to fall off track by wanting to do it all. Two things you need to keep in mind: If you […]

April 15, 2014

10 Things Financial Advisors Aren’t Doing, but Should

Categories: Blog, Business Development, Marketing Plan

10 Things Financial Advisors Aren’t Doing, but Should

We have the pleasure of working with a diverse group of financial advisors that give us the opportunity to see first-hand what makes or breaks an advisory firm. One of the best aspects of our job is to see advisors succeed by implementing and managing key business concepts.

Here is a quick checklist of components causing some firms to lag behind those that are more successful.

April 3, 2014

Marketing Plans and Strategies for Financial Advisors

Categories: Blog, Business Development, Marketing Plan

Marketing Plans and Strategies for Financial Advisors

With so many means to market your firm, it is easy to get off track by wanting to do it all. Advisors have more marketing tools and strategies at their disposal than ever before.

Lack of a dedicated professional marketing manager, along with time and knowledge, reduce marketing efforts significantly; creating a recipe for disaster. Hiring a dedicated marketing manager, marketing consultant, or outsourcing your marketing will have a fundamental, positive impact on the bottom line of your firm.[Tweet “A marketing plan and consistently being open to change, is vital to the success of your marketing plan and your firm.”]

Complete a SWOT analysis and identify your firm goals to lay the foundation of your marketing plan. Consider specific marketing strengths, weaknesses, opportunities, and threats specific to your firm. Download the following worksheets to begin your process:

March 18, 2014

5 Tips on Effectively Using Videos in Presentations

Categories: Blog, Business Development, Marketing Plan, Social Media

Guest post by Mighty 8th Media, Gordon McMahan When you are giving a business presentation, you must enlighten and educate the audience based on your area of expertise. After all, they are in attendance because you have something important they want and need to hear. If you’re looking for a way to better engage your […]

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Latest Blog Article

Business Dining Tips: How to Wine and Dine Your Way to the Deal 

Advisors and business professionals at all levels have long-held the notion that wooing prospective new hires and closing a deal over lunch is extremely effective. However, I am thrilled to tell you there is now evidence to support this belief, according to Lakshmi Balachandra, a Harvard fellow. Inside the Dining Research Ms. Balachandra’s work subjected […]

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