FULLY CUSTOMIZED CLIENT-CENTERED SERVICE
Ironworks Consulting works with financial advisors and firms in the financial industry
to scale their business by helping them create and execute processes that reduce time
spent on unnecessary work, implement systems that easily scale, and clarify roles
so team members can focus and maximize their contributions to work.
THE ONBOARDING PROCESS
STEP ONE: 360 BUSINESS ASSESSMENT
To begin, all new Ironworks clients go through a deep dive into their business as it currently stands. This will help you identify obstacles keeping your company from achieving more in your business.
STEP TWO: IMPLEMENTATION
“The best big idea is only going to be as good as its implementation” Jay Samit
After "graduating" from the initial consultation, clients can choose to continue working with us through one of two ongoing consulting programs: Monthly Foundations Accountability Program, or COO for Hire. By implementing a year-long foundations program you can create the foundation for significant vertical growth.
STEP THREE: ADAPT & MAINTAIN
Ensure the foundation put in place doesn’t crumble under the pressure of an ever-changing business. Work with us quarterly to evaluate, assess, then focus your efforts to stay sharp, maximizing the growth and stability of your business.
"Heidi has been absolutely instrumental
in taking my business to the next level."
- Monica Eckberg, Client