The Elements

July 11, 2016

Ironstone Implementers – Lessons from Phillips Financial

Categories: Compensation, New Client Workflow, Operational Effectiveness, Organizational Skills, Performance Evaluation, Practice Management, Staff Meetings, Uncategorized

Ironstone Implementers – Lessons from Phillips Financial

Ironstone has the privilege to work with phenomenal advisory teams across the country, and we want to share their stories to provide you with motivation for change or validation of your hard work. These success stories provide tips on how they implemented practice management strategies and the results they’ve achieved. In this interview with two generations of the […]

July 4, 2016

Workplace Putdowns Are Counterproductive

Categories: Business Model, Leadership, Performance Evaluation

Workplace Putdowns Are Counterproductive

The workplace is renowned for holding conventional team sales meetings wherein performance, achievement and sales numbers are publicly touted. When sales numbers are met and quotas exceeded, bells ring, horns blow, trumpets play and even obtuse exercises are ritually and merrily performed. Key individuals are buoyed by the recognition, accolades and affirmations which are great […]

April 11, 2016

Ironstone Implementers – Lessons from Kooman & Associates

Categories: Blog, Business Development, Compensation, Operational Effectiveness, Performance Evaluation, Strategic Planning

Ironstone Implementers - Lessons from Kooman & Associates

Ironstone has the privilege to work with phenomenal advisory teams across the country, and we want to share their stories to provide you with motivation for change or validation of your hard work. These success stories provide tips on how they implemented practice management strategies and the results they’ve achieved. In this interview with two generations of the […]

August 4, 2015

Which is Better – Performance Management or Performance Reviews?

Categories: Blog, Human Element, Performance Evaluation

Performance Reviews

Feeling like your team is disengaged, lacking motivation, or merely showing up to put in a few hours of work each day? The problem could lie in your performance evaluation system. Effective leadership is often overlooked as emphasis is placed on the annual performance review. You can take your firm to a higher level of […]

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 […]

October 7, 2014

9 Ways to Motivate Employees with Performance Reviews

Categories: Blog, Human Element, Performance Evaluation

9 Ways to Motivate Employees with Performance Reviews

  Let’s face it, this time of year managers and employees alike are starting to think about performance reviews. Stress and anxiety levels rise and less than favorable opinions about performance reviews are muttered between peers. To top it off, a recent Leadership IQ study of 48,000 leaders said that only 13% of those leaders […]

November 6, 2013

Performance Reviews-Take The Beast Out!

Categories: Blog, Human Element, Incentive Plan, Performance Evaluation, Strategic Planning

Performance Reviews-Take The Beast Out!

It’s that time of year again for performance reviews… I’m sure we’ll all agree that the traditional top-down performance review system is not only ancient but flawed, ineffective, and loathsome for all parties involved.  For appraisers, the responsibility is overwhelming and for those on the receiving end, there is a fear of the results. Based […]

October 24, 2013

Don’t Wait To Reward Great – 10 Traits That Equal Great Employees

Categories: Blog, Human Element, Incentive Plan, Performance Evaluation, Strategic Planning

Don't Wait To Reward Great - 10 Traits That Equal Great Employees

Don’t take greatness for granted. There are many choices employees have in today’s work environment. Retain great employees by recognizing their efforts on a regular but spontaneous basis. Clench special talents within your firm to avoid costly turnover. 10 Traits That Equal Great – Do You Recognize Any Of Your Employees? Plays Well With Others […]

May 7, 2013

Avoid Business Setbacks With Mid-Year Performance Reviews

Categories: Blog, Human Element, Performance Evaluation

Avoid Business Setbacks With Mid-Year Performance Reviews

“The employer generally gets the employees he deserves.”  –  J. Paul Getty Top talent makes a business go, grow and thrive. The need for top talent, combined with escalating turnover rates, validates the importance of investing time, money and resources into your employees. Your firm culture stems directly from how much training, responsibility and empowerment […]

October 17, 2011

Performance Review Do’s & Dont’s

Categories: Blog, Human Element, Performance Evaluation

Here are some of the most common pillars for performance and pitfalls that hinder effectiveness: Do’s: Clear job descriptions Clearly communicated performance expectations Conscientious documentation Relevant rating system Listen – explore all possible explanations in order to devise appropriate and effective solutions  Don’ts: Personal bias & emotions cloud judgments Compensation concerns will detract from the evaluation of behavior/performance Extreme ratings are signs of excessive […]

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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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