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Book a Speaker Your Guests Will Never Forget

Dynamic & engaging
  • Interactive presentations that capture attention and spark audience participation.
  • Custom-crafted content tailored to your specific event theme and target audience
ACTIONABLE INSIGHTS
  • Blend of best practices with practical “how-to” strategies.
  • Deliver tangible results that empower your audience to take action
TRUSTED EXPERTISE
  • Sought-after thought leader featured in national publications and industry podcasts
  • Proven track record of delivering impactful presentations
Keynotes
Breakout Sessions
Workshops/Webinars
Study Groups
Top Advisor Teams
National/Regional Sales Conferences
Corporate Retreats

Signature Topics

EOS® - THE ENTREPRENEURIAL OPERATING SYSTEM®
  • Get a Grip on Your Business with 6 Key Components
THE FUNDAMENTAL 4 TM
  • Building a Sustainable Future: Craft a Strategic Plan for Growth, Collaboration, and Succession
  • Dominate Your Niche with a Winning Sales Strategy: Define Your Unique Identity, Target Niche Markets, and Drive Revenue
  • Optimize Performance & Client Experience: Measure Results, Streamline Operations, Develop Standard Procedures, and implement Reporting Systems
  • Unleash Team Potential & Achieve Ambitious Goals: Align Everyone, Build a Positive Culture, Set Clear Expectations, and Develop Skill Sets
ASSESSMENTS
  • The 6 types of Working Genius: Unleashing Your Natural Talents for Peak Performance
  • PXT Select™: Building Effective Teams Through Behavioral Styles
  • Myers-Briggs Type Indicator (MBTI): Understanding Yourself & Others for Improved Communication
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Testimonials

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I have always known how good she is at her craft. The implementor we needed had to be a fit for everyone on our Leadership Team and we hired her right away. She has been phenomenal! I could have kicked myself for being so bullheaded by trying to do it myself. I can’t say that we wasted 5 years self-implementing, but we sure could have been much further ahead if we had hired her sooner.

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Richard Saxon President/Wealth Advisor
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Ironstone has made a direct impact on our firm. They’ve laid out the coursework for accomplishing our goals. Not only is our firm communicating in a more time-efficient way, but we are also working together with the same goals strategically prioritized. Due to Andrea’s expertise, we now have structure, and we have developed a disciplined process that holds each one of us accountable for the greater good of our company. We would recommend Andrea, time and time again!

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Heather Beckwith Chief Operating Officer
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Andrea and her team have been instrumental in assisting us in the laser-like focus of our corporate structure and processes. We have been very efficient in the past but now are achieving greater efficiency with our team!

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Jimmy J. Williams CPA/PFS, CFP®
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We’re not just focused on scaling; we’re focused on scaling the right way. Andrea empowers us to grow strategically, reaching new heights while preserving the core of who we are.

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Lauren Smith M.B.A., CFP®
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She is in a league of her own, and the best part is that your clients enjoy the improvements while your firm enjoys the rewards.

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Drew Hall M.B.A. Financial Advisor
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The end result has been immeasurable in terms of productivity, spirit de corp, positive focus and a new energy level. We’re ever grateful to Andrea’s group for helping hone our hiring process to a well-oiled machine that can be replicated time and again as we grow!

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Thomas B. Fleishel MBA, CFP®
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Because Andrea was so fabulous, I have booked her again and again. She gives an engaging sales training presentation about how our different personalities affect our communication. I always receive great feedback about the sessions she leads.

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Gary Katz Vice President/Senior Consultant
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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.

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Lynn Phillips-Gaines CFP®
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I have always viewed the hiring and managing of staff as a weak area within my practice. After hiring Andrea and Ironstone, we now have an exact process for hiring and managing staff. She sets clear expectations and delivers on her promises. I highly recommend Andrea and Ironstone.

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Rex Whiteside President/Wealth Advisor
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