The Elements

November 28, 2017

Tax Q&A for Recently Divorced People

Categories: Clients

Tax Q&A for Recently Divorced People

Advisors, you’re likely aware from experiences with clients that divorce is one of the most painful experiences anyone can go through. In addition to the emotional component, financial issues weigh heavily on the minds of the parties to any divorce. Unfortunately, there are just some things that don’t follow any logic and you just have […]

October 10, 2017

Four Steps to Client Engagement for Financial Advisors

Categories: Clients, Marketing, Practice Management

Four Steps to Client Engagement for Financial Advisors

Use these four steps recommended by Raymond James to create greater engagement among your clients and help drive your business growth. Study after study has shown that the most satisfied clients are the ones who hear from their advisors frequently, who have forged trusting relationships with their advisors and who receive stellar service. These are […]

July 9, 2017

Ironstone Implementers – Lessons from Resource Management Associates

Categories: Clients, Communication, Practice Management, Staff Meetings, Time Management

Al Wheless Resource Management Associates

Ironstone has the privilege to work with phenomenal advisory teams across the country. Each and every day they motivate us with challenges, dreams, strength, and endurance. This inspired us to share success stories from teams we work with and how they implement practice management strategies and the results they have accomplished. In this interview with […]

June 6, 2017

Why Every Word Counts for Financial Advisors

Categories: Clients, Practice Management

Why Every Word Counts for Financial Advisors

One of the more puzzling aspects of financial planning happens as we start working on a new planning case and ask the question: “Have you read your clients will or trust lately?” Sadly, the response is often “No, why would I? . . .  I am not an attorney” or “I had my back office […]

May 30, 2017

3 Ways for Financial Advisors to Deepen Relationships with Clients

Categories: Clients

3 Ways for Financial Advisors to Deepen Relationships with Clients

If you’re like most financial advisors, you’ve got a thriving firm and find yourself focused heavily on making sure your client’s accounts are moving forward and meeting or exceeding expectations. While this emphasis on the business side of the relationship is certainly important, don’t discount the personal side of client relationships. Clients expect obviously expect their […]

February 21, 2017

Key Tips for Financial Advisors on Servicing Aging Clients

Categories: Clients, Elder Abuse

active elderly couple

Seniors, Elders, Aging Adults, People of Age, Old People, Mature Adults, Geriatric?  All people perceive age in different ways at different times in their lives, and Baby Boomers are an entirely unpredictable bunch. Today, more than ever, financial advisors need to develop a comfortable relationship by listening to how clients present themselves. We need to adapt our […]

November 1, 2016

Huddle Up: How Advisors Should Work as a Team for Clients

Categories: Clients, Operational Effectiveness

Huddle Up: How Advisors Should Work as a Team for Clients

Are you and your clients ready and truly prepared for change? A new President, the DOL requirements and numerous external issues all make for an interesting game plan when it comes to wealth management as we move forward into 2017 and beyond. In the next few weeks and months, there will be no shortage of clients […]

October 25, 2016

Holiday Scams: 14 Ways Advisors Can Help Prevent Elder Abuse

Categories: Clients, Elder Abuse

Holiday Scams: 14 Ways Advisors Can Help Prevent Elder Abuse

The Thanksgiving and Christmas holidays are a time of celebration and cheer but the Federal Trade Commission cautions that certain groups, such as the elderly, are more vulnerable targets to scammers at this time of year.  Seniors often live alone, are less inclined to demand evidence or hang up, or have a nest egg that […]

June 28, 2016

Identifying the Influencers for the Aging and Future Generations

Categories: Clients, Elder Abuse

elder abuse

InvestmentNews Data reports that 66% of children fire their parent’s financial advisor after they receive an inheritance. This seems ironic because these same children receive the benefit of the planning that the advisors provided to their parents. What is wrong with this picture? To work with aging individuals and never develop a relationship with their […]

April 10, 2016

Hear From Your Peers: Millennials in the Advisory Space

Categories: Clients, Operational Effectiveness, Team Development

Hear From Your Peers: Millennials in the Advisory Space

Ironstone has the privilege of working with phenomenal advisory teams across the country, and ‘Hear From Your Peers’ shines a spotlight on a specific topic and gives industry professionals a chance to weigh in with their unique perspective. In this edition we explore Millennials and their impact on advisory firms, both as staff and clients. Sharing her thoughts on […]

March 29, 2016

Ironstone Clients Make Barron’s 2016 Top 1200 Advisors List

Categories: Clients, Company News

Ironstone Clients Make Barron's 2016 Top 1200 Advisors List

At Ironstone, our focus is on practice management strategies that enhance and improve both business and personal life for advisors from coast to coast. By helping them embrace and improve each element of the The Fundamental 4™, four key performance areas of their practice, we help them achieve their very best results. Barron’s annually generates an exclusive list […]

February 28, 2012

Ironstone Clientele

Categories: Clients

AG Edwards Ameriprise Cadaret Grant Citi Group Smith Barney DA Davidson Dreyus Investments DWS / Deutsche Bank Financial Planning Association (FPA) FMG HD Vest Hilliard Lyons Janney Montgomery John Hancock LPL Mass Mutual Merrill Lynch ML Stern Morgan Stanley Nation Wide Oppenheimer Prudential Financial Raymond James & Associates Raymond James Financial Services Raymond James Women […]

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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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