Ironstone prides itself on the unique customization applied to each engagement in order to meet the overall objectives of our sponsors, firms, and audiences of all sizes.

The logistics of our keynotes, workshops, speakers, and webinars are outlined below:

Speakers and Topics

Bob Bordett & Marsha Schechtman
  • How advisors should navigate the niche markets of divorce
  • Understanding behaviors & body language
  • Getting follow through on the settlement agreement post-divorce
  • Managing & meeting clients expectations
Judith Bowman
  • Fabulous Women Series and The Woman Entrepreneur
  • Professional Presence
  • Business Protocol
  • International Protocol Awareness
  • Dining Savvy
Connie Deianni
  • Mentor and Mentee Characteristics
  • 6 Habits of Successful Mentees
  • Tenets for Women Leaders
  • Mentoring as a Catalyst for Diversity
  • Establishing a Mentoring Culture
Idea Decanter
  • How to Launch a Video Content Marketing Campaign
  • Getting ROI from Video
  • Putting Strategy First in Your Video Marketing
  • Using Personal Stories to Convert Prospects to Clients
Joe Kuhns
  • How to Team Build from the Top Down
  • Servant Leadership / Servant Followership
  • Commitment through Adversity
  • Communication at Every Level with Decentralized Command
  • Developing True Character Traits that build a Lasting Reputation
  • Developing the Total Person to Function in all Areas of their Life
Ruthann Lacey
  • Elder and Special Needs Law
  • Managing Clients with Diminished Capacity
  • How to Develop Senior-Specific Program Policies
  • Improving Intergenerational Wealth Transfers
  • Preventing Financial Elder Abuse
Mighty 8th Media
  • Marketing and Branding
  • Digital and Print Design
  • Website and Video Design
  • Social Media Management
Andrea Schlapia
  • Human Capital Management
  • Operational Effectiveness and Business Infrastructure
  • Hiring, Onboarding and Compensation Strategies
  • Team and Organizational Development
  • Personality Assessments and Impact on Communication
  • Career Path to the Top and Performance Feedback
  • Tax Efficiency for Investable Assets
  • Estate & Gratuitous Gift Planning
  • Philanthropic Planning
  • Risk Management for Affluent Families/Individuals
  • Business Succession & Monetization for Closely Held Business
  • Wealth Fortification


Keynotes are approximately 1-2 hour presentations that complement the theme of your event.  They provide fresh ideas and new insights in order to enhance the impact of your message for real-world application.  Ironstone has delivered presentations in the following formats:

  • National sales conferences
  • Regional sales conferences
  • Due diligence seminars
  • Complex or cluster meetings
  • Wholesaler training
  • Top advisor meetings
  • Advisor & staff training
  • Study groups


Workshops range from half to multi-day action-oriented learning programs to sharpen your professional and business development skills. All of our presentations are hands-on and interactive to provide a multidimensional learning experience with how-to strategies. Ironstone provides resource materials, which can include: educational content, checklists, worksheets, and templates.


Webinars are typically an hour in length, and are designed to offer a high-level overview of a particular sub-element within the Fundamental 4™.  We guarantee that you will walk away with tools and actionable items for immediate implementation.

*Tiered pricing for this service allows you to maximize your return on investment in your knowledge building

We would love to hear from you!

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

“I have been in attendance for several of Andrea’s training sessions and I also hired her to conduct a workshop for ~70 people. She focuses on getting people to understand their communication strengths and how to leverage them to be more effective. She also helps you understand / identify the communication styles and preferences of others so you are a more effective communicator in all facets of your life. I would not hesitate to hire Andrea again and I look forward to hearing her speak again later this year.”

Josh Bohlander, Senior Manager

Technology Product Management at Raymond James Financial



Thanks for your inquiry!

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Ironstone understands the importance of protecting your privacy. We will not sell, rent or give your name or address to anyone.

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