The Elements

August 8, 2017

Top 10 Business Travel Tips from a Road Warrior

Categories: Andrea Schlapia, Company News

business travel tips

For over 25 years, I’ve been a road warrior; traveling frequently from coast to coast and sometimes overseas. With so much travel under my belt, I want to share my top travel tips so other business travelers like you can skillfully navigate the ins & outs of weekly business travel while also ensuring your personal travel […]

July 1, 2017

Happy 4th of July from Ironstone!

Categories: Company News

Happy 4th of July from Ironstone!

All of us at Ironstone hope all of you have a safe and wonderful 4th of July with your friends and family. Our office is closed Monday, July 3rd and Tuesday, July 4th. We will resume normal working hours on Wednesday, July 5th. Happy Independence Day!

December 20, 2016

Happy Holidays from your Friends at Ironstone!

Categories: Company News

Happy Holidays from your Friends at Ironstone!

At this time of year we traditionally take a break to focus internally, plan for the new year, and build on our strategies to help your firm maximize growth and efficiency. We also pause to reflect warmly on all we accomplished with you this year. Please note we will be closed December 23rd-January 4th for […]

November 22, 2016

Happy Thanksgiving from Your Friends at Ironstone

Categories: Company News

Happy Thanksgiving from Your Friends at Ironstone

Happy Thanksgiving from your friends at Ironstone! We are incredibly thankful for all of you, and we hope you enjoy a warm and wonderful holiday with your friends and family. We will be closed November 24th-27th for the holiday. Safe travels to all who will be on the road!

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 […]

November 24, 2015

I’m Thankful for You

Categories: Blog, Company News

Happy Thanksgiving

  This week I’ve been reflecting on the past year and thinking about the many things I have to be thankful for:  my life, friends, family, and without a doubt, the opportunity to work with so many great advisors and their teams for the past seven years. Each and every day you inspire and motivate […]

November 3, 2015

Mentoring Your Team Of Successors

Categories: Blog, Company News, Strategic Planning, Succession Plan

Mentoring Your Team Of Successors

Event Date: Tuesday, November 17th, 2015 (1:00 pm EDT – 2:00 pm EDT)   Don’t let transition shock your team… You’ve worked hard to build your practice. You have spent countless hours prospecting for clients, earning their trust, and building lifelong relationships with them. How do you ensure a successful transition when it comes time […]

September 22, 2015

Free Webinar – Sharpening Your Persuasion Skills!

Categories: Blog, Business Development, Company News

Sharpening Your Presentation Skills - Blog Post

  Event Date: Wednesday, October 14th, 2015 (1:00 pm EDT – 2:00 pm EDT) Consider the following scenarios: You meet a person at a fundraiser who could become your next ‘A’ Client. What determines whether or not they agree to a meeting? Your prospects will have a better experience if they come to the initial […]

July 7, 2015

Focus on the Fundamental 4™ – Key Performance Areas Required to Design, Develop, and Sustain a Successful Business  

Categories: Blog, Business Development, Company News, Human Element, Operational Effectiveness, Strategic Planning

Setting Goals

We are already into the second half of 2015! WOW, I can’t believe how time flies. Are you on track to reach your year-end goals? Now is a perfect time to conduct a mid-year business review. Without taking the time to reflect, it’s difficult to know whether your tactics and strategies in the first 6 […]

April 30, 2015

Human Capital Institute Awards Ironstone CEO, Andrea Schlapia, with HCS and sHRBP Certifications

Categories: Blog, Company News

Human Capital Institute Awards Ironstone CEO, Andrea Schlapia,  with HCS and sHRBP Certifications

  Ironstone CEO and Founder, Andrea Schlapia, has earned her Human Capital Strategist (HCS) and Strategic HR Business Partner (sHRBP) certifications from Human Capital Institute (HCI), a global association for strategic talent management. Human Capital Institute is one of the fastest growing executive associations today. Members share a conviction that human capital is the only […]

December 3, 2014

Andrea Schlapia Shares Performance Review Tips With Advisor Perspectives

Categories: Blog, Company News

Andrea Schlapia Shares Performance Review Tips With Advisor Perspectives

ADVISOR PERSPECTIVES Nine Tips for Great Performance Reviews Andrea Schlapia, Ironstone CEO and Founder shares nine actions managers can take to encourage and motivate employees during performance reviews with Advisor Perspectives. Read the full article here: Nine Tips for Great Performance Reviews

March 28, 2013

The Elements For Your Weekend-Gearing Up For The Raymond James National Conference In Dallas

Categories: Blog, Company News

The Elements For Your Weekend-Gearing Up For The Raymond James National Conference In Dallas

We are busy gearing up for the Raymond James National Conference in Dallas (April 22-26)! It will be an action-packed week full of best practices for advisors. JOIN IRONSTONE AT THE FOLLOWING SESSIONS!   I’m An Advisor, Not A Supervisor!  Unwrap the Riddle to Compensation and Incentive Pay: Learn why creating  an up-to-date pay for […]

February 18, 2013

At A Glance..Things You Should Know

Categories: Blog, Company News

At A Glance..Things You Should Know

Hopefully everyone survived Valentine’s Day and perhaps enjoying a day off from work today! (It’s Presidents’ Day, so if you aren’t supposed to be at work, you may want to go back home!) Last week was a busy one around the Ironstone office. We have a few updates to share with you, articles you may […]

January 27, 2012

Ironstone’s Featured Article

Categories: Blog, Company News

Ironstone was featured in the Raymond James Practice Intelligence December Newsletter.  The newsletter not only gives you access to our most recently released article on performance reviews “Take the Beast Out of Performance Reviews”, but many other great resources that Raymond James shares with their community of advisory practices.

October 5, 2011

Free Webinar: Establishing Hiring Practices At An Advisory Firm

Categories: Blog, Company News

Free Webinar: Establishing Hiring Practices At An Advisory Firm: Building A Team That’s Building Your Business Friday, October 7, 2011 4:00 PM – 5:00 PM EDT TO JOIN WEBINAR: 1. At the time listed above, click this link to register for the Webinar: https://www1.gotomeeting.com/register/905829649 Webinar ID: 905-829-649 2. Choose one of the following audio options: […]


Free Webinar: Establishing Hiring Practices At An Advisory Firm

Categories: Blog, Company News

Free Webinar: Establishing Hiring Practices At An Advisory Firm: Building A Team That’s Building Your Business Friday, October 7, 2011 4:00 PM – 5:00 PM EDT TO JOIN WEBINAR: 1. At the time listed above, click this link to register for the Webinar: https://www1.gotomeeting.com/register/905829649 Webinar ID: 905-829-649 2. Choose one of the following audio options: […]

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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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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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