ironshield financial
5 Ways to Get Your Business to Run Without You
Republished with permission from Built to Sell Inc. Some owners focus on growing their profits, while others are obsessed with sales goals. Have you ever considered making it your primary goal to set up your business so that it can thrive and grow without you? A business not dependent on its owner is the ultimate…
Charles Wilton Portfolio update
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk why he bought NIKE. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update…
CC&L Q2 2022 Market Outlook and Investment Review
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
Six Power Ratios to Start Tracking Now
Republished with permission from Built to Sell Inc. Doctors in the developing world measure their progress not by the aggregate number of children who die in childbirth, but by the infant mortality rate – a ratio of the number of births to deaths. Similarly, baseball’s leadoff batters measure their “on-base percentage” – the number of…
One Personality Trait Most Successful Entrepreneurs Share
Republished with permission from Built to Sell Inc. Survey a group of founders about the personality traits that made them successful, and they will be quick to use words like determination, sacrifice, and hard work. Others will show more humility and chalk their success up to personality traits like curiosity. Still, others will credit dumb…
One Counterintuitive Strategy Led to This $380 Million Payday
Republished with permission from Built to Sell Inc. How many people can one person manage? Harvard Business Review estimates the ideal range for an experienced manager is between five and nine direct reports. Inc. pegs the sweet spot at seven. The ratio of managers to direct reports matters because it explains why some companies grow…
CC&L Q1 2022 Market Outlook and Investment Review
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
3 Invisible Gates That Stop Most Companies Flat
Republished with permission from Built to Sell Inc. How many people can one person manage? Harvard Business Review estimates the ideal range for an experienced manager is between five and nine direct reports. Inc. pegs the sweet spot at seven. The ratio of managers to direct reports matters because it explains why some companies grow…