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Ironstone Client Testimonial: Coaching Phillips Financial to Success

  • By Ironstone
  • |
  • June 26, 2018

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!

Are you just getting by or are you getting better? Get started today!

Author Bio

Ironstone is a learning and development consultancy with business acumen that translates across many industries. Our focus is on practice management strategies in order to enhance and improve both business and personal life. We support professionals who want major and comprehensive improvements that look at all aspects not just an isolated area for change. Ironstone has identified 4 key performance areas known as the Fundamental 4™, which are required to design, develop, and sustain a successful business.