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 ELEMENT |
| Business Model | Advisory Boards | Client Database | Communication |
| Business Plan | Branding & Value Propositions | Client Segmentation | Culture |
| Compensation | Capabilities Presentation | Existing Client Workflow |
Hiring & Onboarding |
| Incentive Plan | Client Appreciation | New Client Workflow |
Job Descriptions |
| Investment Model | Marketing Plan | Reports & Tracking Systems |
Leadership |
| Operating Costs | Niche Marketing | Service Matrix | Organizational Skills |
| Strategic Alliances | Prospecting | Staff Meetings | Performance Evaluation |
| Succession Plan | Referral Network | Time Management | Team Development |