The Elements

By Andrea Schlapia   |   January 8, 2018

Get 2018 Going Strong with our Goal Tracking Poster

Categories: Practice Management, Reports & Tracking Systems

This time of year, you’re excited about what’s in store for 2018, right? You’re brimming with passion for reaching new heights and accomplishing new things for your firm.

Guess what? This time last year you may have felt the same way.

Looking back on last year, consider the following questions:

How did you actually do with meeting or exceeding your goals?

Do you clearly remember what you set out to achieve?

How often did you check in throughout the year to mark progress towards those goals?

Well, I’m here to help you make 2018 a year of change (and success!) when it comes to setting and meeting your goals. See how our free Goal Tracking Poster will be a game changer for your practice in my latest video.

By simply printing and completing this poster, I promise you’ll hold yourself more accountable and increase the odds of accomplishing your goals! And boy does it feel good to check those items off the list.

Download our free Goal Tracking Poster and it will be the ideal landing spot for all those thoughts and ideas in your head, all the post-it notes scattered around your office and the random lists living somewhere in your computer.

They say to never underestimate the power of the written word. When you take your goals and place them on the wall to keep them top of mind, you’ll witness that power yourself!

Want more free tips and practice management resources delivered right to your inbox?

Sign up for our enewsletter!

Andrea Schlapia
Organizational Development and Human Capital

Andrea Schlapia, RCC™, HCS, sHRBP, is the Founder and CEO of Ironstone, which represents the culmination of her 20+ year career within the financial services industry. Her experience began as a financial advisor evolving into a consultant coach for advisors entering the field. This ignited her passion to support others through learning and development of best practices in order to achieve substantial results. To this end, she followed her desire into positions of senior-level practice management specialists for Dreyfus, Prudential, and DWS Investments prior to the realization of Ironstone.  Andrea’s focus is on practice management strategies to enhance and improve both business and personal life.

Andrea identifies 4 key performance areas known as the Fundamental 4™, which are required to design, develop, and sustain a successful business. Through coaching sessions and speaking engagements, she captivates her audience with interactive, high-energy presentations which are built with “how-to” strategies resulting in real-world implementation for significant impact. Andrea has been featured in multiple publications and audio broadcasts as a specialist and distinguished spokeswoman in the financial industry.

Learn more...

Leave us a comment, get our blog posts delivered by email, or email the Ironstone Team.

Post a Comment

Your email address will not be published. Required fields are marked *

We would love to hear from you!

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


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
Strategic Partner
Practice Management


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 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 […]

Read More>