The Elements

May 24, 2016

Managing Key Client Documents in the Modern Age

Categories: Client Segmentation, Elder Abuse, Investment

Managing Key Client Documents in the Modern Age

Most people pride themselves on managing their lives and working hard so that they and their children can have better lives. They’re are busy people and choose to rely on professional financial advisors to help increase the value of their assets. ‘Let your money work for you’ says it all, right? So while the money […]

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 […]

August 19, 2014

Gung Ho on Client Segmentation to Improve Satisfaction, Relationships, and Retention

Categories: Blog, Client Database, Client Segmentation, Operational Effectiveness

Client Segmentation Strategies Need to Evolve With Clients

  Client segmentation is one of the first steps advisors can take towards greater efficiency and ultimately improved profitability. Because a segmentation project can be daunting, many advisors don’t segment clients beyond traditional metrics; grouping clients together based on assets under management and revenue provided to the firm. Financial advisory firms that have taken the […]

August 22, 2012

Treat Your Clients Fairly, But Not Equally—It’s OK!

Categories: Blog, Client Segmentation, Operational Effectiveness

Treat Your Clients Fairly, But Not Equally—It’s OK!

In Ironstone’s Fundamental 4™, Operational Effectiveness, we take a challenging look into creating a service matrix that serves as your reference on how you will serve each client fairly, but not necessarily equally.  Developing the proper client segmentation is vital in creating, growing and evolving your firm and then applying that segmentation to a service […]

August 6, 2012

Defining Client Value Beyond $ Signs

Categories: Blog, Client Segmentation, Operational Effectiveness

Defining Client Value Beyond $ Signs

Segmentation is the first critical step toward greater efficiency and ultimately improved profitability. In our blog, “Take the First Step Towards Greater Efficiency With Client Segmentation,”  http://aeschlapia.wordpress.com/2012/03/27/take-the-first-step-towards-greater-efficiency-with-client-segmentation/ we provided you with basic steps and resources to segment your client database. Start your segmentation process by defining client value.  Viewing each group with different needs and […]

March 27, 2012

Take The First Step Towards Greater Efficiency With Client Segmentation

Categories: Blog, Client Segmentation, Operational Effectiveness

Take The First Step Towards Greater Efficiency With Client Segmentation  Client segmentation should be one of your first steps towards creating greater practice efficiency and profitability.   Yet we have found that advisors are skeptical about client segmentation due to the fear of losing clients.  Firms that have implemented client segmentation have found that segmentation aids […]

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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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