Categories: The Fundamental 4
THE FUNDAMENTAL 4™
Ironstone has identified 4 key performance areas known as the Fundamental 4™, which encompass optimal strategies required to design, develop, and sustain a successful business. The foundation of our professional engagements is based on these core elements and built with a step-by-step approach to create a custom road map revolving around our client objectives. The Fundamental 4™ is the philosophy that shapes our business, ideas, and solutions.
|STRATEGIC PLANNING||BUSINESS DEVELOPMENT||OPERATIONAL EFFECTIVENESS||HUMAN
|Business Model||Advisory Boards||Client Database||Communication|
|Business Plan||Branding & Value Propositions||Client Segmentation||Culture|
|Compensation||Capabilities Presentation||Existing Client
|Hiring & Onboarding|
|Incentive Plan||Client Appreciation||New Client
|Investment Model||Marketing Plan||Reports & Tracking
|Operating Costs||Niche Marketing||Service Matrix||Organizational Skills|
|Strategic Alliances||Prospecting||Staff Meetings||Performance Evaluation|
|Succession Plan||Referral Network||Time Management||Team Development|
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Latest Blog Article
3 Ways Advisors Can Easily Embrace Social Media
Successful financial advisors are busy financial advisors. You didn’t gain all those clients and their lifelong trust by sitting behind closed doors and waiting for them to arrive, right? Odds are that you’re active in your profession, your community, your network, your church, your circle of friends, and more. While your involvement in those areas of […]Read More>