The Elements

February 18, 2014

Social Media Implementation Guide – How to Start Your Strategy

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

Social Media Implementation Guide - How to Start Your Strategy

Social Media is no longer an option for communicating with clients and prospects, it is expected. If you are not using social media, questioning its value, or wondering if your efforts are getting lost in the mass of information, take a look at some of the latest statistics included in our guide. The study, referenced […]

January 14, 2014

What Women Want From An Advisor & How To Meet Their Financial Needs

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

What Women Want From An Advisor & How To Meet Their Financial Needs

Financial advisors and the industry as a whole are falling short in providing education, financial empowerment and services to women. For some time now, women and investing have been a buzz topic in our arena, but few advisors are taking advantage of the opportunities presented by this lucrative group. I’ve looked through a plethora of websites to see how […]

December 30, 2013

Why Financial Advisors Need Editorial Calendars

Categories: Blog, Business Development, Marketing Plan, Operational Effectiveness, Social Media, Time Management

Why Financial Advisors Need Editorial Calendars

  The core of any conversation is content whether it be in person, through social media, marketing materials or other client communication.  You can avoid feeling overwhelmed by utilizing an Editorial Calendar to identify content which will provide your clients and prospects with solutions to their needs and a solid content marketing strategy for your […]

December 10, 2013

Savvy Prospects Are Looking At Financial Advisors And Their Klout

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

Savvy Prospects Are Looking At Financial Advisors And Their Klout

Have you run across the little orange box with a white number inside it while engaging in social media? If not, you may be considered to be a little bit in the dark. The orange box I am referring to is an application called Klout. Wikipedia defines Klout as, “A website and mobile app that […]

October 17, 2013

Marketing With Videos Provides A Leading Edge

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

Marketing With Videos Provides A Leading Edge

Placing your firm’s video marketing on the back burner could be costing you more than you think. Video marketing is nothing new and has become a preferred marketing technique for many firms. Video allows your target market the opportunity to get acquainted with you, become familiar with your character and style, hear your unique value […]

October 15, 2013

Financial Advisors and Social Media – How To Plan Your Strategy

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

Financial Advisors and Social Media - How To Plan Your Strategy

If you are not using social media, questioning its value or wondering if your efforts are getting lost in the mass of information, take a look at the latest headlines. “Almost half of U.S. financial advisors are interacting with their clients through social media. And the clients they chat with on Facebook aren’t just “tweens […]

October 8, 2013

Creating a Concise and Compelling Marketing Plan

Categories: Blog, Business Development, Marketing Plan

Creating a Concise and Compelling Marketing Plan

With so many means to market your firm, it is easy to get off track by wanting to do it all.  Developing a marketing plan, scheduling marketing plan reviews and staying consistently open to change are vital to the success of your marketing plan and your firm. Advisors have more marketing tools and strategies at their disposal […]

August 16, 2013

10 Marketing “Musts” To Reach The Finish Line First

Categories: Blog, Business Development, Marketing Plan, Social Media, Strategic Alliances, Strategic Planning

10 Marketing “Musts” To Reach The Finish Line First

Ready to kick your marketing plan into overdrive this year? Consider these 10 marketing ideas used by elite advisors to achieve your goals, increase revenue and take your firm to a new level of production. When implementing the following strategies, don’t just look at the list, engage in the tactics to make them work. You […]

July 6, 2012

Getting To The Core Of Your Marketing Plan

Categories: Blog, Business Development, Marketing Plan

Getting To The Core Of Your Marketing Plan

With so many means to market your firm, it is easy to get off track by wanting to do it all.  Developing a marketing plan, reviewing it, and making changes are vital to the success of your firm. Advisors have more marketing strategies to use and take advantage of than ever before, but lack of […]

March 22, 2012

Learn The Fundamentals Needed For Your Marketing Plan

Categories: Blog, Business Development, Marketing Plan

Learn The Fundamentals Needed For Your Marketing Plan Developing and executing your marketing plan are a part of Ironstone’s Fundamental 4™ in Business Development.  The goal within Business Development is to create a clear strategy, a simple plan, and to carry out systematic execution that drives business building results. This includes creating networks, niche targets […]

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Latest Blog Article

How Advisors Can Embrace the Traits of Leadership

Being a leader comes in many shapes, sizes, and qualities. A good leader is not able to turn on and off their leadership ability or character traits at will. Instead, leadership is a habit built upon our core foundational character traits that have been pressed upon us, in us and around us. We’re not talking […]

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