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
What The Profit Teaches You About Your Financial Advisor Practice
I’m a huge fan of The Profit, a CNBC show centered around business guru Marcus Lemonis taking a struggling business and helping them turn it all around into profitability. Once he takes on a challenge and invests in their business, he now has skin in the game and deeply cares about getting their team on […]Read More>