The Elements

October 18, 2017

A Development Day Success Story: David Adams Wealth Group

Categories: Practice Management, Team Development

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 […]

April 11, 2017

Raymond James National Conference Resources & Sessions

Categories: Hiring & Onboarding, Succession Plan, Team Development

Raymond James National Conference Resources & Sessions

Heading to the 2017 Raymond James National Conference for Professional Development in sunny Orlando this week? Here are 4 helpful resources before you head south for the conference: 1: Visit the National Conference Web site for updates, at-a-glance agenda and more. 2: Get 11 Tips from RJ on Getting the Most from the Conference. 3: Be sure to visit the Apple App Store […]

February 14, 2017

Simon Sinek on Millennials: A Millennial Responds

Categories: Culture, Millennials, Team Development

millennial employees

Have you seen Simon Sinek’s response to the “Millennial question” on Inside Quest? As with any viral video, there have been a great number of reactions to it. Some were very positive; Simon stated that since the release of this video many viewers have indicated that they have now started to ban the use of […]

February 3, 2017

Webinar: A Useful Guide for the Mentor and Mentee

Categories: Mentoring, Succession Plan, Team Development

Webinar: A Useful Guide for the Mentor and Mentee

Mentors, how can you establish trust with mentees/successors and implement a practical arrangement that is mutually beneficial? Mentees, how do you identify and secure a mentor who will contribute in an effective way to your growth and development? In our next complimentary Strategic Partner webinar, Connie DeIanni of Corepoint will present her value-packed 45-minute educational […]

September 13, 2016

6 Proven Tips From Successful Mentors

Categories: Employee Engagement, Human Element, Leadership, Team Development

6 Proven Tips From Successful Mentors

I have occasionally heard mentors lament, “I just don’t know if I am making an impact for my mentee!” I always assure them, that indeed, they do make an impact and to give themselves some credit. Looking for a few tips to gauge whether you are on track as a mentor? Here are 6 specific ideas […]

July 19, 2016

The Power of Character and Integrity at Work

Categories: Culture, Leadership, Team Development

The Power of Character and Integrity at Work

There are metrics for measuring goals, P&L statements to show bottom-line profits and trophies to reflect triumph however, there is not a gauge to measure character and integrity — central to creating a successful business with loyal employees while enjoying a respected reputation. These traits are felt rather than spoken. “People will forget what you […]

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 […]

February 16, 2016

Why Employee Engagement is Critical to Success

Categories: Blog, Human Element, Team Development

Employee Engagement

  Employee engagement has become a top priority for many financial advisory firms, and for good reason. Leaders of top performing firms know that an engaged, high-performing team is essential for continued growth. Highly engaged teams increase productivity, innovation, and the bottom line, while reducing costs related to employee turnover. Wikipedia provides a straight forward […]

February 9, 2016

14 Reasons People LOVE Their Job

Categories: Blog, Human Element, Team Development

14 Reasons People Love Their Job

Have a little fun this week with Valentine’s Day! Can your employees name 14 things they love about their job? If so, great! If not, it may be time to look at areas for improvement. Businesses as a whole tend to spend time on client satisfaction surveys, but lack a system to ensure employee satisfaction is […]

July 28, 2015

Enough About Passion: Let’s Talk About Purpose!

Categories: Blog, Health & Wellness, Human Element, Leadership, Team Development

professional development, team development, human capital, leadership

By Ironstone contributor, Dr. Heidi Maston Lately, every job post I read on LinkedIn, every college tip advice article I see, and every pop culture reference to the Millennials in the workplace seem to espouse the strength of finding passion. Passion, it appears, seems to be the hottest and coolest buzzword of 2015. Apparently all […]

June 30, 2015

Best Communication Practices to Get Stuff (Work) Done

Categories: Blog, Communication, Human Element, Team Development

Best Communication Practices to Get Stuff (Work) Done

Think for a moment how your team communicates on a daily basis. What does it sound like? Is it idle chit chat, meaningful conversation, or perhaps professional collaboration? Growing your business relies on all team members learning to express themselves clearly, translate ideas into action, and implement and utilize workflows to accomplish tasks and projects […]

June 2, 2015

20 Ways to Improve Your Performance at Work  

Categories: Blog, Human Element, Team Development

20 Ways to Improve Your Performance at Work   

Personal and professional development help ward off negative thoughts that prevent us from taking steps towards self-improvement. We often sit back and wait for an annual performance review to identify areas we need to improve. Position yourself to be accountable, improve your skill set, and continually learn by setting personal benchmarks and reviewing them regularly. […]

May 19, 2015

How to Boost Employee Engagement during Summer Months

Categories: Blog, Culture, Human Element, Leadership, Team Development

How to Boost Employee Engagement During Summer Months

  Sunny skies and warm weather is on the horizon and if you’re like me, vacation time is calling your name. Summer has a tendency to zap employee engagement. In fact, a Captive Network study shows productivity drops 20 percent during summer months. Employee engagement, combined with company culture, is a hot topic right now. […]

January 20, 2015

7 Ways You Can Be a Better Leader    

Categories: Blog, Human Element, Leadership, Team Development

7 Ways You Can Be a Better Leader    

  “If you can’t fly, then run; if you can’t run, then walk; if you can’t walk, then crawl, but whatever do, you have to keep moving forward.” -Dr. Martin Luther King, Jr   The words of Dr. Martin Luther King, Jr. are just as powerful today as when he first spoke them. For many […]

December 30, 2014

10 Things You Should Resolve NOT To Do This Year

Categories: Blog, Human Element, Operational Effectiveness, Organizational Skills, Strategic Planning, Team Development, Time Management

10 Things You Should Resolve NOT To Do This Year

It’s hip to focus on getting things done; check marking and scratching things off the proverbial “To Do” list.  Often times, the biggest challenge is deciding which task to tackle first.  Even more often, we find ourselves either accomplishing nothing or only a little bit of everything. As the saying goes, the definition of insanity […]

December 16, 2014

3 Must Watch TED Talks to Ignite Success, Motivation, and Leadership

Categories: Blog, Business Development, Human Element, Leadership, Strategic Planning, Team Development, Uncategorized

3 Must Watch TED Talks to Ignite Success, Motivation, and Leadership

As we near the end of 2014, many of us are thinking about annual performance reviews, strategic goal planning, holiday parties, and New Year’s resolutions. I’m no exception, and have almost become obsessed with a list of things I want to do next year to further my personal and professional development. I believe the key […]

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 […]

December 2, 2014

The MBTI® Personality Assessment – A Horse of a Different Color – 5 Things that Make the MBTI® Unique and Why it Matters

Categories: Blog, Hiring & Onboarding, Human Element, Team Development

5 Things that Make the MBTI® Unique and Why it Matters

  This post was re-printed with the permission of our guest, Cynthia Stengel Paris. When it comes to personality instruments, the MBTI® is a “horse of a different color”.  Its unique place among assessments arises from its theoretical underpinnings – C.G. Jung’s psychological types.  Jung’s theory, thus Myers’ instrument, gets to the heart of who […]

We would love to hear from you!

  • This field is for validation purposes and should be left unchanged.

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
close

Contact

Thanks for your inquiry!

We will be contacting you shortly. In the meantime please feel free to connect with us on social media and explore our blog posts.

Ironstone understands the importance of protecting your privacy. We will not sell, rent or give your name or address to anyone.

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 […]

Read More>