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Ironstone Sessions at Raymond James National Conference for Professional Development

  • By Andrea Schlapia
  • |
  • May 1, 2018

I look forward to seeing you at the Raymond James National Conference for Professional Development in Washington, May 21-24, an event that promises to be help you focus on the growth and betterment of your firm.

I’m proud to have been selected by Raymond James to present 3 unique, engaging and lively sessions guaranteed to boost your practice with tips and ideas that are easy to implement:

Find the Formula to Build Your Team – 5 Strategies to Hire Right

May 22nd • 9:30–10:30AM • Room Maryland D

Does your hiring feel like a guessing game based on a hunch? One bad hire can be a huge
setback for your firm. Instead, learn how to take a structured approach focusing on a
candidate’s performance rather than impulsive hiring. Embrace this formula and take the
guesswork out of proper vetting, interviewing, and tackling the compensation
conversation. Hire right with these 5 “how-to” strategies and assemble a high-performance
team that’s built to last!

Conducting a Practice Analysis and the Formula for Implementation

May 22nd 2:45 – 3:45 PM • Room Annapolis 1-3

Are you flying blind when it comes to your firm’s operational effectiveness? Our formula
for measuring each area of your practice will shift you from chaos and confusion to order
and organization. Learn how to conduct a SWOT analysis and see how the results will serve
as a strong foundation for your firm’s unique process development. If you want to
intentionally design, document and implement operational procedures to create a resilient
infrastructure for your practice, this session is for you!

The Formula for Building a Legacy Firm through Smart Succession Planning

May 23rd • 4:10 – 5:10 PM • Room Maryland D

Do you have a detailed roadmap for the long-term future of your firm? If not, our
succession planning formula should be an integral part of your overall business
strategy. Don’t be the unfortunate advisors who leaves the ultimate fate of the business to
chance! Hear from your peers – Frank Pickett, Wade Westhoff and Harris Hanson – for a
lively discussion facilitated by Andrea Schlapia of Ironstone, on how they are each
navigating the succession gauntlet for a successful handoff.

To begin creating your personalized agenda, simply download the conference app (search for “Raymond James Meetings” in your app store) and look for Andrea Schlapia under the speaker section or search for the session titles listed above.

I hope you have a fantastic conference experience and find great value in the sessions you attend!

Please Send a note if you’d like to connect at the conference…

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

Author Bio

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.