Conquer Your Challenges

Blueprint for Practice Improvement

Ironstone’s Fundamental 4

Rely on our proven practice-wide guide to address every area within your firm.

Where do you want to take your firm?

Develop a plan covering business continuity, succession, organizational structure, and team collaboration.

How will you grow it?

Define a robust sales strategy with niche targets and a unique identity to drive revenue generating results with clients and prospects.

What can you systemize?

Develop standard operating procedures and reporting systems for your practice to measure results, better balance the workload, and improve the client experience.

Who will be on your team?

Clearly define and communicate individual and team expectations based on skill-sets to create a more positive culture through attainable goals that get everyone on the same page.

Your Path to Mastery

Stop Spinning, Start Winning!
Let’s Collaborate to Build Your Custom Practice Management Blueprint

EXPLORATORYSESSION M O N I T O R I M P L E M E N T O B S E R V E A N A L Y Z E D E S I G N EOS® PRACTICEPULSEANALYSIS ASSESSMENTSUITE SPEAKING &WORKSHOPS STUDYGROUPS YOU ARE HERE

Exploratory
session

  • Define Standpoints, Challenges, and Goals
  • Gain a Deeper Understanding of Intention
  • Identify Key Areas of Improvement
  • Propose Custom Solution(s) and Service(s)
Discover
Observe
Analyze
Design

Practice pulse analysis

  • Identify Issues Using the F4™ Elements
  • Custom Milestone Objectives Roadmap
  • Improve Teamwork and Increase Productivity
  • Maintain a High-Performance Culture
Kickoff
call
Swot
analysis
Day 1
On-site
Day 2
On-site
Custom
Roadmap

Entrepreneurial
operating
system® (eos®)

  • Company-Wide Alignment
  • Traction Toward Your Vision
  • Proven, Simple, Practical Tools
90 min
Meeting
Focus
Day
Vision
day 1
Vision
day 2
Quarterly
Quarterly
Quarterly
2 day
Annual
90 Day World®

Performance 5
coaching

  • 5-Hour Retainer Blocks
  • As-Needed Sounding Board and Support
  • Clarity, Alignment, and Accountability
  • Custom Roadmap for Implementation
Kickoff
call
Strategy
session
Self-schedulePre-schedule
As Needed
Support

ASSESSMENT SUITE

  • Working Genius
  • PXT Select
  • Myers-Briggs Type Indicator
  • Kolbe Index
SELF-SCHEDULEPRE-SCHEDULE
Working
genius
Pxt
select™
Myers
briggs
Kolbe
Debrief

Speaking /
workshops

  • Regional & National Conferences
  • EOS® & Fundamental 4™ Signature Content
  • 60-90 Minute Virtual Sessions
  • Half to Full-Day In-Person Events
Kickoff
call
Prework
Event &
resources
Debrief

Study Groups

  • Private Mastermind Collaboration
  • Knowledge Sharing/Professional Development
  • Peer Support and Accountability
  • Networking Opportunities
Kickoff
call
VisionariesIntegrators
Strategy Session
Quarterly
Check-in
Office hoursCommunity chat
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CLIENT

Testimonials

...

Ironstone has made a direct impact on our firm. They’ve laid out the coursework for accomplishing our goals. Not only is our firm communicating in a more time-efficient way, but we are also working together with the same goals strategically prioritized. Due to Andrea’s expertise, we now have structure, and we have developed a disciplined process that holds each one of us accountable for the greater good of our company. We would recommend Andrea, time and time again!

...
Heather Beckwith Chief Operating Officer
...

Andrea and her team have been instrumental in assisting us in the laser-like focus of our corporate structure and processes. We have been very efficient in the past but now are achieving greater efficiency with our team!

...
Jimmy J. Williams, CPA/PFS, CFP®
...

We’re not just focused on scaling; we’re focused on scaling the right way. Andrea empowers us to grow strategically, reaching new heights while preserving the core of who we are.

...
Lauren Smith M.B.A., CFP®
...

She is in a league of her own, and the best part is that your clients enjoy the improvements while your firm enjoys the rewards.

...
Drew Hall M.B.A. Financial Advisor
...

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®
...

Because Andrea was so fabulous, I have booked her again and again. She gives an engaging sales training presentation about how our different personalities affect our communication. I always receive great feedback about the sessions she leads.

...
Gary Katz Vice President/Senior Consultant
...

My team is no longer overwhelmed, we have a new team member in place that I’m happy with, and everyone is clear on their responsibilities. I’m not as eager to retire, I feel fulfilled, and it’s clear our clients are happy with the quality of our service.

...
Lynn Phillips-Gaines CFP®
...

I have always viewed the hiring and managing of staff as a weak area within my practice. After hiring Andrea and Ironstone, we now have an exact process for hiring and managing staff. She sets clear expectations and delivers on her promises. I highly recommend Andrea and Ironstone.

...
Rex Whiteside President/Wealth Advisor
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Fundamental 4 Score

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