Financial planners join The IRONSHIELD Financial Planning Syndicate™ for the progressive technology platforms and proven business methodology… but they stay for the community.
Aligning yourself with financial planners from across Canada—including some who have been awarded as a Top 50 Advisor from Wealth Professional Magazine and some who have qualified to be MoneySense Approved—ensures you’ll be part of the best of the best.
Weekly financial planner check-in webinars allow every planner in your office access to real-time collaboration with every planner in the syndicate. This has proven to be invaluable, with members regularly commenting on how great it is to be able to observe what other successful planners are working on, share their own challenges and successes, and gain “in the trenches” insights and solutions.
Access to the internal IRONSHIELD Ecosystem™ through our internal
communication technology allows you to either instantly communicate with the specific people you need answers from, or to post your questions on our “911 Help” channels. This keeps the communication out of your email inbox to streamline your internal communications 24/7.
Our quarterly branch best practices training and annual Best Practices Boot-Camp will provide you with education opportunities that will both support you in building a better business and allow you to earn annual CE credits.
The IRONSHIELD Financial Planning Top Guns Network™
Knowing that whatever challenges you face, you always have access to the best specialists in Canada, provides you with the confidence to work with clients whose needs are, let’s say, above average.
Perhaps you need to fully implement a corporate reorganization for a client. Perhaps you need to do a full living benefits analysis that falls outside your skill-set. Perhaps you’ve run into unique underwriting challenges and just need the right people to work with to deliver on your promises to your client.
The IRONSHIELD Financial Planning Top Guns Network™ is your secret weapon—you can instantly find the right specialist to help you get the job done.
The IRONSHIELD Financial Planning Academy™
The IRONSHIELD Financial Planning Academy™ provides video tutorials on all the best practices you need to run your business.
Training for you—the professional financial planner; training for your staff
on the best practices in using the technology; training for the next generation of financial planners who are joining your branch. Now this can all be done by giving each staff member their own login to The IRONSHIELD Financial Planning Academy™.
Branch Territory Protection Program™
We understand the importance of your business’s geographic location as it relates to convenience for your clients. Clients want to work with trusted professionals who work close to where they live. It’s that simple.
