Shows
Total SuccessionSuccession, EOS, and the Power of a Plan with Andrea SchlapiaAre you waiting for the “right time” to start your succession planning? Does the word “succession” feel more overwhelming than empowering? In this episode, hosts Tyson Ray and Kim Cochenour welcome Ironstone Founder & CEO Andrea Schlapia to talk about how EOS transforms succession from an intimidating afterthought into a practical, energizing business strategy. Discover how structure, vision, and a mindset shift can preserve your legacy, empower your team, and set your advisory practice up for lasting success. Andrea Schlapia kicks off the conversation with Tyson Ryan and Kim Cochenour by explaining why so many advisors...
2025-07-1541 min
Total SuccessionBuilding a Sellable Business Even If You’re Not Selling YetSuccession planning isn’t just for advisors who are ready to sell – it’s for anyone who wants to build a stronger, more resilient business. In this episode, Tyson Ray and Kim Cochenour explain why preparing your firm to run without you makes it more scalable, more valuable, and, ultimately, more sellable, whether you’re years away from an exit or just starting to think about it. Tyson and Kim address a topic every advisor needs to hear: How to build a business that’s ready to transition – even if you’re not planning to sell right now. Thi...
2025-06-2420 min
Top Advisor Marketing PodcastHow to Differentiate Yourself from the Sea of Sameness With Andrea Lopez-Schlapia (Ep. 397)With many advisors advertising the same services, businesses struggle to stand out.
How can they rise above the noise to prove they have what their ideal prospects need?
2023-01-1727 min
Crazy Good TalksTop Secrets to Effectively Leading a Remote Team with Andrea Schlapia (Ep 32)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 … Continue reading Top Secrets to Effectively Leading a Remote Team with Andrea Schlapia (Ep 32) →
2022-04-2742 min
Becoming Referable PodcastAndrea Schlapia on The Human Drivers of Your SuccessAndrea Schlapia is the Founder and CEO of Ironstone, a firm that helps financial advisors enhance their strategic planning process, business development efforts and operational efficiency. Our conversation includes: The Fundamental 4: a blueprint to create extraordinary business The team challenges that advisors and firms face Setting your team up for success while working from [...]
The post Andrea Schlapia on The Human Drivers of Your Success appeared first on Becoming Referable.
2021-11-0435 min
Live a Life By DesignEpisode 126: How To Become The Best Candidate For Your Dream PositionDo you ever wish your team was a productive, finely honed operation? Your solutions are in this episode! Jimmy interviews Andrea Schlapia of Ironstone to discover the proven processes of becoming the most qualified candidate for a dream position and how to attract and retain great team members to help you succeed.
You will learn insight into:
• The importance of creating and functioning your business with a written plan including the types of positions and roles you need for ultimate success.
• How to assess your current business practices to discover areas of improvement.
• Why a business coach is necessary to take y...
2021-08-2338 min
Transition To RIA PodcastQ43 - How To Run The Business Side Of Your Own RIA?This is episode #43 of the Transition To RIA question and answer series where I answer Registered Investment Advisor (RIA) related questions I get from advisors just like you. On today's episode I answer the question.....how do I run the business side of my own RIA?
Having your own RIA involves identifying and utilizing various solution providers to assist you in successfully running your practice. These solution providers often include compliance consultants, technology vendors, marketing experts, TAMP solutions, etc. In each such instance, these providers help by guiding you along a proven process for how to achieve th...
2021-05-1236 min
Maximum AdvisorGrow Purposefully, Operate Efficiently & Leave Your Legacy with Andrea Schlapia’s Fundamental 4™ BlueprintChip 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
2021-03-1639 min
Financial Advisor SuccessEp 112: Finding The Time To Get The Right People Into The Right Seat Of Your Advisory Firm with Andrea SchlapiaAndrea 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 lear...
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