Oct 26, 2021
Andrea Lopez-Schlapia is the founder and CEO of IronstoneHQ, an organization that helps financial advisory professionals design, develop, and sustain their businesses. After rising through the ranks of several global investment firms such as Dreyfus, Prudential, and Deutsche Bank, Andrea founded IronstoneHQ in 2008 to help financial advisors. She is the creator of IronstoneHQ’s Fundamental 4 scorecard and blueprint, a system she designed to help financial advisors grow purposefully, operate more efficiently, and continue their business’s legacy.
Andrea joins me today to discuss the Fundamental 4 blueprint and how organizations can leverage it for exponential growth. She explains why businesses should cast a vision through strategic planning and outlines how leaders can put those plans into action through business development. She underscores why it’s important to systematize and standardize a company’s systems and processes. Andrea also highlights why it’s critical to cultivate the human element of an organization and shares some of her strategies for developing company culture.
“Cast a wide net at the beginning of your career. Explore what you like—what becomes your sweet spot is your growth.” - Andrea Schlapia
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About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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