The Elements

October 17, 2017

13 Questions about Development Day with a Financial Advisor Coach

Categories: Andrea Schlapia, Operational Effectiveness, The Fundamental 4

Do you have a finger on the pulse of how thing are going at your financial advisor firm? Seriously, do you really know what your team is thinking, what clients are experiencing and where the problem areas are? There is one guaranteed way to get to the bottom of what’s going great or what issues […]

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 6, 2016

Ironstone Implementers – Lessons from J Singleton Financial

Categories: Operational Effectiveness, Performance Evaluation, Strategic Planning, Team Development

Ironstone Implementers – Lessons from J Singleton 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. J Singleton Financial, an advisory practice in Jackson, Wyoming, is a team of industry professionals with almost 100 years of financial planning […]


Hear From Your Peers: Real-World Feedback on Advisory Study Groups

Categories: Learning and development, Operational Effectiveness

Hear From Your Peers: Real-World Feedback on Advisory Study Groups

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 hear from four advisors from across the country that actively participate in a successful Ironstone-led […]


The Glue that Holds Us Together: Creating an Advisory Mastermind Study Group

Categories: Learning and development, Operational Effectiveness, Practice Management

The Glue that Holds Us Together: Creating an Advisory Mastermind Study Group

As a practice management consulting firm, my team and I support financial advisory professionals across the country. We get to see the good, bad, ugly and inner workings of all size teams. One question that consistently surfaces in our network is, ‘how effective is a study group and should I join or create one?’ If […]

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 […]


Hear From Your Peers: Benefits of Partnering with TailorMade Financial

Categories: Operational Effectiveness, Reports & Tracking Systems

Hear From Your Peers: Benefits of Partnering with TailorMade Financial

Rex Whiteside, a financial advisor with 20 years of experience and President of Whiteside Wealth Management, shares his thoughts on collaborating with TailorMade Financial to bring even better capabilities to his clients. TailorMade Financial touts themselves as “the advisors to the advisors.” What circumstances or challenges at your firm led you to become interested in their […]

May 2, 2016

Business Formation & Operational Issues – When to Call the Lawyer?

Categories: Business Model, Operational Effectiveness, Practice Management, Succession Plan

Business Formation & Operational Issues – When to Call the Lawyer?

I am often called to consult with business owners about questions dealing with the structure or organization of their business entity. These questions typically involve issues related to: The formation of the entity Structure and relationships of co-owners Continuity of the business Although these issues can often be resolved favorably, a positive result may depend on […]

April 11, 2016

Do Millennials Need Your Help Managing Their Money?

Categories: Millennials, Niche Marketing, Operational Effectiveness

Do Millennials Need Your Help Managing Their Money?

Millennial Minute Editor’s Note: This is the first installment of a monthly blog by Ironstone team member Nicole Anglace that will discuss all things “Millennial”, as well as the contributions Millennials can provide to the financial services industry, both as clients and employees. Don’t overlook Millennials as clients. There are several factors that make Millennials […]

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 […]

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 […]

January 12, 2016

5 Best Practices to Manage and Achieve Your Goals in 2016

Categories: Blog, Business Development, Operational Effectiveness, Strategic Planning

5 Best Practices to Manage and Achieve Your Goals

We recently published our special edition newsletter, “5 Assignments to Help Your Financial Advisory Firm Prepare for 2016.” While each exercise is important to plot the course for the future of your practice, I want to help you realize your goals by ensuring you employ and execute the best practices of goal management. This scenario is […]


Ironstone Implementers – Starks Financial Group

Categories: Blog, Business Development, Operational Effectiveness

Ironstone Implementers - Starks Financial Group

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 […]

September 8, 2015

What’s Wrong With Delaying Transactions When A Client Has Diminished Capacity?

Categories: Blog, Business Development, Operational Effectiveness

What's Wrong With Delaying Transactions When A Client Has Diminished Capacity

  Guest Post Written By Carolyn Rosenblatt Delay Is Not A Solution The securities industry is pushing to impose temporary holds on certain transactions that may be precipitated by a client’s declining mental capacity or suspected financial abuse.  Sounds good in theory. Too bad it won’t solve the problem.  Holding transactions is not going to make […]

August 18, 2015

Why Do Your Aging Clients Fall For Phone Scams?

Categories: Blog, Business Development, Operational Effectiveness

Why Do Your Aging Clients Fall For Phone Scams

Guest post written by Carolyn Rosenblatt Did you ever wonder how phone scammers manage to talk elderly clients out of huge amounts of money?  Not all of the victims have dementia. Some cases involve elders who are competent and able to live alone and care for themselves. When the elder seems to know what she’s […]

September 1, 2015

How to Get the Most Out Of Your Strategic Planning Session

Categories: Blog, Operational Effectiveness, Staff Meetings

How To Get The Most Out Of Your Strategic Planning Session

To ensure long term success, all businesses need to develop a clear methodology to produce sustainable growth and profitability. Many of the advisory firms we work with hold strategic planning sessions to outline initiatives for the coming year. The meetings often leave advisors and leaders with a little voice whispering, “Was the meeting valuable?” Like […]

August 11, 2015

Client Surveys – 6 Ways You Can Go From Good to Great

Categories: Blog, Business Development, Client Database, Operational Effectiveness

Client Surveys

  Client surveys are a critical component of your overall business plan and should be incorporated into your marketing plan as well. Your surveys measure satisfaction or dissatisfaction with services you offer your clients. Client surveys should be designed to determine your clients’ vital needs as well as building and deepening your personal relationships. The […]

July 14, 2015

Who’s Ripping Off Your Aging Clients?

Categories: Blog, Business Development, Operational Effectiveness, Strategic Planning

elder abuse

Persons over the age of 50 control over 70% of the nation’s wealth, making them an attractive target for abuse.¹ Pinning down the extent of financial elder abuse is difficult and finding ways to minimize it are even harder. The excess number of fraudulent solicitations, paired with the inability of elders to recognize the red […]

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Latest Blog Article

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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