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Take Your Practice from Average to Extraordinary

“A coach is someone who tells you what you don’t want to hear, who has you see what you don’t want to see, so you can be who you have always known you could be.” -Tom Landry

Customized Coaching for Advisors & Teams

Ironstone’s secret sauce is taking big-picture problems and breaking them down into manageable milestones. So when you engage with our coaching program, we’ll join forces to identify your firm’s strengths, weaknesses and steps needed to make positive changes.

Problems We Solve, Services We Offer:

  • In-Depth Business Analysis
  • Talent Acquisition
  • Compensation Structure
  • Client Segmentation and Service Matrix
  • Capabilities Presentations
  • Succession Planning

Performance Coaching Program

Through the lens of the Fundamental 4™, we’ll conduct a rigorous analysis of your practice, then tailor a step-by-step strategy to ensure ongoing improvements, implementation and success throughout a full calendar year.

  • 12-month engagement focused on the Fundamental 4™
  • In-depth analysis to determine the scope of the project uniquely tailored to your business
  • Monthly strategy sessions
  • Collaboration with all team members
  • Unlimited support between sessions
  • On-site office visit for dedicated focus on your prioritized milestones
  • Team evaluation utilizing multiple professional assessment tools

Coach on Call

Need a quick coaching session to tweak a few things? Or do you want to give coaching a test drive…without committing to a full program? We offer 5-hour blocks of time that can be used to explore any area of the Fundamental 4™ as a project, or to simply provide objective, expert advice when you’re looking for a sounding board.

“The end result has been immeasurable in terms of productivity, spirit de corp, positive focus and a new energy level. We’re ever grateful to Andrea’s group for helping hone our hiring process to a well-oiled machine that can be replicated time and again as we grow!”

-Thomas B. Fleishel, MBA, CFP Fleishel Financial Associates