#288 -Andrea Schlapia: Founder and CEO of Ironstone Business Coaching

Andrea Schlapia: Founder and CEO of Ironstone Business Coaching
Hosts Michael Connaughton and Kathleen Kenealy are joined by Andrea Schlapia
Founder and CEO of Ironstone Business Coaching.
Andrea Schlapia began her career in banking, then rose through the ranks of global
investment firms like Dreyfus, Prudential, and Deutsche Bank. In 2008, she launched
Ironstone, which specializes in helping financial advisors.
Andrea is the go-to practice management expert for independent financial advisory
firms. She is the founder of Ironstone and creator of 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.
We discuss:
Best practices around hiring and organizational structure
Ways to “delegate and elevate”
Defining your firm values
And much more
More on Andrea and Ironstone
Website
LinkedIn Profile







