The Elements

July 9, 2017

Ironstone Implementers – Lessons from Resource Management Associates

Categories: Clients, Communication, Practice Management, Staff Meetings, Time Management

Al Wheless Resource Management Associates

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 […]

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 […]

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 […]

May 2, 2013

The Why, When, Where & How of Strategic Staff Retreats

Categories: Blog, Operational Effectiveness, Staff Meetings

The Why, When, Where & How of Strategic Staff Retreats

I know many advisors are starting to think about their mid-year strategic meeting. Lack of planning can turn these much needed retreats into disaster.  If your firm currently holds periodic strategic meetings, consider the following tips and benefits. Tip – Strategic team retreats will provide positive outcomes in productivity, team morale, team development and office culture. […]

December 13, 2012

Building Your Ark– How To Ensure Your Strategic Planning Meeting Stays Afloat

Categories: Blog, Operational Effectiveness, Staff Meetings

Building Your Ark– How To Ensure Your Strategic Planning Meeting Stays Afloat

While we know that Noah’s Ark wasn’t built in day, we are told Noah had 120 years to plan and strategize before the “flood” to construct an ark. It would be nice to have 120 years to build our strategic plan and to know what obstacles and challenges we will face, but we know the […]

July 9, 2012

Just Another Meeting or a Meeting of the Minds?

Categories: Blog, Operational Effectiveness, Staff Meetings

Just Another Meeting or a Meeting of the Minds?

Learning how to turn your staff meeting into a meeting that produces results and develops team bonding can be simple and fun.  First identify  your objective.  Create an effective staff meeting in which your team can: Develop strategies Create operating processes Openly share thoughts and ideas Implement plans to achieve objectives An effective team meeting […]

March 13, 2012

When Was The Last Time You Attended A Productive Meeting?

Categories: Blog, Operational Effectiveness, Staff Meetings

When Was The Last Time You Attended A Productive Meeting?

When was the last time you attended a productive meeting?  If it’s hard to remember, you’re not alone.  Poor planning and preparation contribute to zero results and low returns on investment. We find that many advisors and managers skip over holding staff meetings.   While most staff meetings are usually described as boring, useless, and intimidating, […]

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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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