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

Hello and welcome to this episode of the Wicked Pissah Podcast. I'm
Michael Connaughton co-founder of Lead Advisor and I serve on the
Partnerships committee of the New England FPA and co-hosting with me
today is Amy Mohan fellow chapter member and Certified Financial
Planner with Daniel J Galli and Associates.
Joining us today is Michael Barrasso.
Michael Barrasso is the Co-Founder and CEO of WealthReach, an AI-
powered growth platform built for financial advisors and wealth
management firms. The company helps firms modernize organic growth
through tools designed to improve visibility, support personalized outreach,
and turn demand into conversations.
Michael also leads business development at his family's RIA. Since joining
the firm three years ago, its AUM has nearly doubled to close to $400M, all
organically. WealthReach is the product of taking the strategies that have
worked at his own firm and building a system for other firms to do the
same.

Ankit Dhawan-Partnerships at Blue J
Hosts Michael Connaughton and Kevin Williams are joined by Ankit Dhawan
Ankit is Partnerships Manager at Blue J. Blue J is one of the New England FPA's newest partners and he
shares details around:
 How advisors and tax professionals are leveraging Blue J for tax research
 Ways to utilize the tool
 How Blue J's AI is used to create time savings for advisors and add value to their clients.
And much more.
Blue J's website: https://www.bluej.com/
Ankit's LinkedIn: https://www.linkedin.com/in/ankit-dhawan/
As a FPA New England member, you can start using Blue J at an exclusive discounted price. For more
details, please visit your member portal.