When Lynn Phillips Gaines of Phillips Financial approached Ironstone, she had numerous challenges at her practice. In fact, because she didn’t feel equipped to prioritize the issues and make a plan of attack, she was leaning towards retirement.
By fully embracing our coaching and each area of our Fundamental 4™, Lynn and her team totally turned their practice around and within two years they achieved Raymond James Chairman’s Council!
“Working with Andrea Schlapia has been a breath of fresh air! How many of you glaze over when you think of hiring new team members, addressing poor performance of an employee, creating an incentive plan, or developing a service matrix?”
“I was the same but with coaching from Andrea, each new project ventured improves our firm and our team culture. I love expressing an idea to her (with no plan of how to carry it out) and then viola, accomplished! As a result of her coaching, my team is no longer overwhelmed, we have a new team member in place that I’m happy with, and everyone is clear on their responsibilities.”
“I’m not as eager to retire, I feel fulfilled, and it’s clear our clients are happy with the quality of our service. Our firm now has high morale, much improved internal communications, and a non-stressful work environment. I now sometimes feel weekends are too long because I’m excited to go back to work, and I think a great deal of that is owed to Andrea and her team at Ironstone! In fact, she’s the reason we made it to Chairman’s Council.”
If you’d like a complimentary assessment of your practice and to learn more about how our Fundamental 4™ will help you achieve new heights, we’re here to help!