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.
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.
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.
