Our technology platform—IRONSHIELD Connect™—is built on the world’s leading CRM solution (Salesforce.com).
IRONSHIELD Connect™ is designed specifically to meet the needs of the comprehensive, fee-based financial planner.
In our world, nothing ever falls through the cracks. You will be building your business on a secure and progressive platform that is second to none.
Automated Online Marketing Platform
New leads are essential to your business, like the air you breathe.
Our automated, education-based direct response marketing platform will revolutionize your marketing practices. It’s built around the idea that an educated lead, nurtured properly, evolves into a better, more engaged client.
Nurturing leads takes time—but it shouldn’t take your time. Let our automated Engagement Studio™ do the work for you.
The proven online marketing platform automates the promotion of your unique content to your market to help identify individual interest. The Engagement Studio™ will then personally engage with each lead to help build rapport and confidence, so that you are the professional they turn to first.
Studies show that 15% of people who inquire about your services will establish a working relationship within 90 days of their initial inquiry.
However, it takes up to 24 months for 85% of the people who establish a working relationship with a financial professional to do so. If you’re not staying engaged with your leads for at least two years after their initial inquiry, you are missing out on 85% of the revenue your marketing should deliver. Our Engagement Studio™ solves this issue by doing the heavy lifting for you.
Proven Fee Based Financial Planning Sales Process
Our proven fee-based financial planning sales process provides you with the ideal messaging and language to explain your value in a way that attracts desirable clients.
Established Financial Planning Fulfillment Process
Once your new client is on board, you will fulfill the financial planning promises you made during the sales process using our comprehensive financial planning process. It’s built on proven, cutting-edge methodology and technology: the methodology ensures completeness and the technology ensures the cost to deliver your process is always less than the revenue it generates.
