The Elements

January 16, 2018

How Leaders Embrace the Precious Commodity of Time

Categories: Leadership, Operational Effectiveness, Time Management

How Leaders Embrace the Precious Commodity of Time

An attitude of respect was central to my life as a Navy SEAL. One of the foundational attributes of a good leader is their respect for people, places, things, and ideas. Navy SEALs are taught to respect not only our teammates and leaders, but also our enemies by not underestimating their ability and their will […]

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 […]

January 9, 2017

9 Tips on Doing Less to Achieve More in 2017

Categories: Strategic Planning, Time Management

9 Tips on Doing Less to Achieve More in 2017

It’s that time again when you sit down to plan out the year of things to accomplish. Does it feel daunting? If so, you’re not alone. I sent out a tweet just a little over a week ago to kick off the year for a different mindset to organize 2017: “Although no one can go […]

December 6, 2016

DOL Overtime Rules on Hold – At Least for Now

Categories: Compensation, Practice Management, Time Management, Uncategorized

DOL Overtime Rules on Hold - At Least for Now

A Thanksgiving surprise from a Federal Court Judge in Texas will have a significant impact on many businesses, including financial advisors. A preliminary injunction was entered preventing the DOL’s changes to the overtime rules from going into effect as scheduled on December 1. What does this mean for employers? As a result, many businesses do […]

February 24, 2015

Time Management Hacks for Financial Advisory Teams

Categories: Blog, Human Element, Operational Effectiveness, Organizational Skills, Time Management

Time Management Hacks for Financial Advisory Teams

    Beware the barrenness of a busy life style – Socrates One of my passions is to find ways for teams to be more organized, manage time more efficiently, and ultimately be more productive. There are many things out of our control, but you can master how you choose to spend your time.  Wasting time, […]

January 6, 2015

5 REALLY BIG Pitfalls of Multitasking

Categories: Blog, Human Element, Operational Effectiveness, Organizational Skills, Time Management

5 REALLY BIG Pitfalls of Multitasking

Guilty as charged! In the past I’ve been a master multitasker, or so I thought. I could answer a phone call, respond to an email, and dabble on a project simultaneously. I was satisfied that I could work on several projects at once. I felt efficient and productive. In reality, the quality of my work […]

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 30, 2013

Why Financial Advisors Need Editorial Calendars

Categories: Blog, Business Development, Marketing Plan, Operational Effectiveness, Social Media, Time Management

Why Financial Advisors Need Editorial Calendars

  The core of any conversation is content whether it be in person, through social media, marketing materials or other client communication.  You can avoid feeling overwhelmed by utilizing an Editorial Calendar to identify content which will provide your clients and prospects with solutions to their needs and a solid content marketing strategy for your […]

July 2, 2013

My Grandma Taught Me All About Organization When I Was Ten! Don’t Put It Down, Put It Away

Categories: Blog, Human Element, Operational Effectiveness, Organizational Skills, Time Management

My Grandma Taught Me All About Organization When I Was Ten!  Don’t Put It Down, Put It Away

I will never forget the day my grandmother came for a visit.  As a typical teenager, my bedroom was in  complete disarray.  To this very day, I remind her that most everything I needed to know about organization I learned from her.   She looked at my room, grabbed a sticky note and wrote, “Don’t Put […]

April 4, 2013

Held Hostage By Your Inbox? Must Try Solutions!

Categories: Blog, Operational Effectiveness, Time Management

Held Hostage By Your Inbox?  Must Try Solutions!

Cemented in my mind is the image of some people, who shall remain nameless, rushing to their phones or other devices to check email first thing in the morning! How much time do you spend sorting through emails? How much time do you imagine your staff is spending sorting through emails? Wasted time on email […]

February 26, 2013

Improve Office Productivity with Desk Yoga

Categories: Blog, Human Element, Operational Effectiveness, Team Development, Time Management

Improve Office Productivity with Desk Yoga

I know your first reaction is, “My office isn’t a fitness club”.  Providing a simple time block during the work day to increase team productivity will allow you to sit back and revel in the glory of a focused and engaged team. By the end of the day my back hurts; I feel tension in […]

February 1, 2013

SWOT Yourself! How I Saved Hours Every Day & You Can Too

Categories: Blog, Operational Effectiveness, Time Management

SWOT Yourself!  How I Saved Hours Every Day & You Can Too

“Boss man, I just don’t have enough time to get everything done!” How often are you hearing this from your rock-star team? This time of year we should be feeling a sense of renewal and experiencing a fresh start! Often times, the opposite occurs as we are inundated with year-end reports, implementing new strategies and […]

December 18, 2012

Great Apps to Keep You and Your Clients Organized and Stress-Free in 2013

Categories: Blog, Operational Effectiveness, Time Management

Great Apps to Keep You and Your Clients Organized and Stress-Free in 2013

“If you’re appropriately engaged with your life, you don’t need more time. If you’re not, more time won’t help.” –David Allen  (Named as one of the “Top 100 Thought Leaders” by Leadership Magazine)  It’s almost year end with reports due, performance reviews, client surveys and organization seems to disappear with chaos in its place. Use […]

November 23, 2012

The “I’m too busy” copout! Create TIME for results

Categories: Blog, Operational Effectiveness, Time Management

The “I’m too busy” copout!  Create TIME for results

Beware the barrenness of a busy life style Socrates 470BC-399BC Greek Athenian Philosopher For most of us, the holidays are the busiest time of the year. Make simple changes starting today to truly transform your work and personal life. We all wish for more time in the day. There is no better time than NOW […]

June 25, 2012

Put Time On Your Side, Not Your Back!

Categories: Blog, Operational Effectiveness, Time Management

Put Time On Your Side, Not Your Back!

Time management has become a topic of concern for many of the advisory firms that Ironstone works with. How do we control the amount of time we spend each day on needed and unneeded tasks while the world around us continually adds new means of technology, greater resources for us to utilize, and an endless […]

April 24, 2012

Workflows & How They Enable Execution Of Your Business Strategy

Categories: Blog, New Client Workflow, Operational Effectiveness, Reports & Tracking Systems, Time Management

The objective of Ironstone’s Fundamental4™ –Operational Effectiveness and the New Client Workflow serve as the foundation of your unique process to solve problems, manage interaction, automate tasks, and provide consistency for positive and repeatable impact to the client experience. In today’s highly competitive market, wealth advisors need an effective Client Workflow System that enables execution […]

March 16, 2012

Do You & Your Staff Hold The Key To Organizational Skills?

Categories: Blog, Human Element, Operational Effectiveness, Organizational Skills, Time Management

Do You & Your Staff Hold The Key To Organizational Skills? It seems so simple that organizational skills and their importance often get overlooked as a necessary quality of good leadership. Effective management of organizational details lie in the art of being able to see how everything works together to complete a project.  Hone these […]

February 28, 2012

Learn Common Mistakes You & Your Team May Be Making In Time Management

Categories: Blog, Operational Effectiveness, Time Management

Learn Common Mistakes You & Your Team May Be Making In Time Management You are a fantastic multi-tasker!   What used to be a benefit is now in the top 10 of common time management mistakes! We listed it in our New Years Resolutions NOT to make- ”Do Not promise to multi-task”.  To view our newsletter:  […]

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Latest Blog Article

How Leaders Embrace the Precious Commodity of Time

An attitude of respect was central to my life as a Navy SEAL. One of the foundational attributes of a good leader is their respect for people, places, things, and ideas. Navy SEALs are taught to respect not only our teammates and leaders, but also our enemies by not underestimating their ability and their will […]

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