Andrea Schlapia's guest appearances

Andrea Schlapia

Becoming Referable Podcast

Financial Advisor Success

Maximum Advisor

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Michael Kitces

Bill Cates

Benjamin Brandt

Alan Moore

Erin Botsford

Adam Cmejla

Julie Littlechild

Steve Wershing

Deirdre Van

Brittany Anderson

Mindy Diamond

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Harris

OwlTail

Remote

Remote work has opened up a whole new world of opportunities. But, there is still some resistance and fear from business owners who are not comfortable moving to this new way of working. The truth is if you’re not willing to provide at least some remote options, you will not be competitive when it comes to attracting and hiring top talent! In this episode, Deirdre Van Nest sits down with Andrea Schlapia, founder of Ironstone Consulting to discuss her top tips to embracing, creating and leading a successful remote team. Andrea and Deirdre discuss:   Shifting your mindset from hours to output Making communication your TOP priority and choosing the right platform for you and your team Setting a routine so you can stay focused and creating boundaries between work and personal life What is EOS and why it’s such a powerful business process for virtual offices And more  Resources:   Slack Loom Traction: Get A Grip On Your Business Ironstone: Remote Work Secrets  Connect With Andrea Schlapia:  Ironstone Consulting LinkedIn: Andrea Schlapia 800-917-8020  Connect With Crazy Good Talks®:  dvn@crazygoodtalks.com 1 (952)-451-0172 Crazy Good Talks® LinkedIn: Deirdre Van Nest  If you’d like tools and strategies to effortlessly make emotional connections with and have an emotional impact on your ideal clients so you can:   Quickly build trust  Help clients make decisions faster And Attract and win more business  We’d LOVE to help!  Please click here to schedule a free 30 minute Strategy Session with a member of our team. About Our Guest: Business owner. Educator. Speaker. Coach. Ironstone Founder/CEO Andrea Lopez-Schlapia holds designations as a Registered Corporate Coach (RCC), a Human Capital Strategist (HCS), a Strategic HR Business Partner (sHRBP), and Certified Administrator of PXT SelectTM and Myers-Briggs assessments. Andrea began her career in banking, then rose through the ranks of global investment firms like Dreyfus, Deutsche Bank and Prudential. In 2008, she launched Ironstone, which specializes in helping financial advisors maximize their strategic planning, business development and operations.

Remote work has opened up a whole new world of opportunities. But, there is still some resistance and fear from business owners who are not comfortable moving to this new way of working. The truth is if you’re not willing to provide at least some remote options, you will not be competitive when it comes to attracting and hiring top talent! In this episode, Deirdre Van Nest sits down with Andrea Schlapia, founder of Ironstone Consulting to discuss her top tips to embracing, creating and leading a successful remote team. Andrea and Deirdre discuss:  <ul> <li>Shifting your mindset from hours to output</li> <li>Making communication your TOP priority and choosing the right platform for you and your team</li> <li>Setting a routine so you can stay focused and creating boundaries between work and personal life</li> <li>What is EOS and why it’s such a powerful business process for virtual offices</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://slack.com/" rel="nofollow" target="_blank">Slack</a></li> <li><a href="https://www.loom.com/" rel="nofollow" target="_blank">Loom</a></li> <li><a href="https://www.amazon.ca/Traction-Get-Grip-Your-Business/dp/1936661837" rel="nofollow" target="_blank">Traction: Get A Grip On Your Business</a></li> <li><a href="https://crazygoodtalks.blubrry.net/wp-content/uploads/2022/03/NEW-Remote-Work-Secrets-Job-Aid-Ironstone.png" rel="nofollow" target="_blank">Ironstone: Remote Work Secrets</a></li> </ul> Connect With Andrea Schlapia: <ul> <li><a href="https://ironstonehq.com/" rel="nofollow" target="_blank">Ironstone Consulting</a></li> <li><a href="https://www.linkedin.com/in/aschlapia/" rel="nofollow" target="_blank">LinkedIn: Andrea Schlapia</a></li> <li>800-917-8020</li> </ul> Connect With Crazy Good Talks®: <ul> <li><a href="mailto:dvn@crazygoodtalks.com">dvn@crazygoodtalks.com</a></li> <li>1 (952)-451-0172</li> <li><a href="https://crazygoodtalks.com/" rel="nofollow" target="_blank">Crazy Good Talks</a>®</li> <li><a href="https://www.linkedin.com/in/dvannest/" rel="nofollow" target="_blank">LinkedIn: Deirdre Van Nest</a></li> </ul> If you’d like tools and strategies to effortlessly make emotional connections with and have an emotional impact on your ideal clients so you can:  <ul> <li>Quickly build trust </li> <li>Help clients make decisions faster</li> <li>And Attract and win more business</li> </ul> We’d LOVE to help!  Please <a href="https://calendly.com/lillian_crazygoodtalks/30min?month=2022-03" rel="nofollow" target="_blank">click here to schedule</a> a free 30 minute Strategy Session with a member of our team. About Our Guest: Business owner. Educator. Speaker. Coach. Ironstone Founder/CEO Andrea Lopez-Schlapia holds designations as a Registered Corporate Coach (RCC), a Human Capital Strategist (HCS), a Strategic HR Business Partner (sHRBP), and Certified Administrator of PXT SelectTM and Myers-Briggs assessments. Andrea began her career in banking, then rose through the ranks of global investment firms like Dreyfus, Deutsche Bank and Prudential. In 2008, she launched Ironstone, which specializes in helping financial advisors maximize their strategic planning, business development and operations.

Top Secrets to Effectively Leading a Remote Team with Andrea Schlapia (Ep 32)

Chip and Andrea discuss Ironstone’s Fundamental 4™ blueprint, a system that guides financial advisory professionals and their teams to grow purposefully, operate efficiently, and leave the next generation with a wealth of knowledge to continue the business legacy. Read the full show notes at https://maximumadvisor.com/040

Chip and Andrea discuss Ironstone’s Fundamental 4™ blueprint, a system that guides financial advisory professionals and their teams to grow purposefully, operate efficiently, and leave the next generation with a wealth of knowledge to continue the business legacy. Read the full show notes at <a href="https://maximumadvisor.com/040" rel="nofollow" target="_blank">https://maximumadvisor.com/040</a>

Grow Purposefully, Operate Efficiently & Leave Your Legacy with Andrea Schlapia’s Fundamental 4™ Blueprint

Andrea Schlapia is the founder of Ironstone, a practice management coaching and consulting firm for financial advisors who are struggling with the business execution challenges of transitioning from a practice to a business. Building upon her own experience as a financial advisor and a practice management consultant, Andrea has developed what she calls the “fundamental four” pillars of practice management, as well as tools and strategies to support each one. In this episode, she shares her fundamental four framework and where most advisory firms struggle within those key elements of running a successful business. Listen in to learn how often Andrea advises firms to take development days to work solely on the business, why she says it’s so important to be ultra-selective when hiring and developing your team, and her specific process for assessing prospective hires and training staff to ensure her team stays as strong as possible. For show notes and more visit: https://www.kitces.com/112 

Andrea Schlapia is the founder of Ironstone, a practice management coaching and consulting firm for financial advisors who are struggling with the business execution challenges of transitioning from a practice to a business. Building upon her own experience as a financial advisor and a practice management consultant, Andrea has developed what she calls the “fundamental four” pillars of practice management, as well as tools and strategies to support each one. In this episode, she shares her fundamental four framework and where most advisory firms struggle within those key elements of running a successful business. Listen in to learn how often Andrea advises firms to take development days to work solely on the business, why she says it’s so important to be ultra-selective when hiring and developing your team, and her specific process for assessing prospective hires and training staff to ensure her team stays as strong as possible. For show notes and more visit: <a href="https://www.kitces.com/112" rel="nofollow" target="_blank">https://www.kitces.com/112</a>

Ep 112: Finding The Time To Get The Right People Into The Right Seat Of Your Advisory Firm with Andrea Schlapia