Andrea Schlapia discusses how building the right team can enhance referrals

Your team, operational effectiveness, and referrals

When we talk about building business through referrals, we spend a lot of our time on the outward facing issues – service, marketing, engagement. It turns out that the internal dynamics have a significant role as well, as this episode’s guest makes clear.

On this week’s episode of Becoming Referable we speak with Andrea Schlapia, the Founder and CEO of Ironstone, a firm that helps financial advisors maximize their strategic planning, business development and operations. Our conversation focuses on helping advisors identify their biggest challenges and address the changes brought on by the pandemic.

Our conversation includes:

  • The link between operational effectiveness and client engagement
  • Coach vs. boss: how advisors can provide coaching mentoring

Andrea breaks down the Fundamental 4, a blueprint that she created to guide advisors through the process of creating extraordinary businesses. She shares how advisors can set their teams up for success while working from home. Andrea also examines the steps to structuring a team effectively and what firms can offer to attract and support next generation team members.

It is a great conversation that will help you build a stronger team to support you through success.

Click here to listen; we welcome your feedback, as always.


Want an easy three-step process to describe your business in an interesting and compelling way? Click here to get our free guide how to introduce your business:

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll to top