Get your Business Snapshot in under 20 minutes!

What is your vision for the future of your business? What specific steps are you prepared to take to achieve this vision?

This analysis will provide a comprehensive assessment of your business, focusing on the core areas of Ironstone's Fundamental 4™. It will also evaluate your openness to coaching and guidance.

We will collaborate with you upon submission to review your results, offer additional insights, and develop a customized action plan to achieve your business goals.

Your commitment to implementing the findings of this analysis will directly impact your business success.

BUSINESS OVERVIEW

GENERAL INFORMATION

First Name *

Last Name *

Business Name *

Job Title *

How many years have you been in business? *

CONTACT INFORMATION

No. of Office Locations *

Address *

Street Address *

City *

State *

Postal code *

Phone *

Email *

Website *

Date of Birth

TEAM COMPOSITION

Number of Partners/Principals *

Number of Client-Facing Advisors *

Number of Support Staff *

FINANCIAL METRICS

Trailing 12-Month (T12) Revenue *

T12 Net New Assets *

Assets Under Management (AUM) *

Average AUM per Professional

Average Revenue per Professional

Percentage of Recurring Revenue

EBOC Margin (Owner compensation divided by firm revenue)

EXPENSE BREAKDOWN

Direct Expenses (Advisor Compensation) *

Staffing Expenses (Non-Advisor Compensation) *

Total Overhead Expenses *

Current Profit Margin *

CLIENT METRICS

Number of Active Client Relationships *

Average Client Size by AUM *

Average Revenue per Client *

Annual Client Retention Rate *

STRATEGIC PLANNING

Do you have a written business plan that you actively use to make decisions? *

Do you have a clear exit and succession plan in place? *

Is your business model (solo/ensemble/enterprise) and vision clearly defined and communicated? *

Do you have specific growth targets for the next 3-5 years? *

Is your investment philosophy/model clear to you, your team, and your clients? *

Are you actively reviewing your Profit and Loss Statements and managing your operating expenses using industry benchmarks? *

Do you have a transparent compensation strategy that all team members understand? *

BUSINESS DEVELOPMENT

Do you have a visible brand, and can you clearly articulate what you do and why someone should choose you over another advisory business? *

Can you define your ideal client and your niche in the market? *

Do you have clear business development goals and a marketing plan to increase revenue? *

Do you have a referral network that generates high-quality leads for your business? *

Do you have team members that generate predictable results and effectively convert prospects into clients? *

Do you have a client advisory board to actively request feedback from your clients? *

Do you have a clear plan for client events to deepen relationships? *

OPERATIONAL EFFECTIVENESS

Do you have clearly defined client segmentation and consistently offer tailored service for all levels? *

Do you have a clearly defined client onboarding process and workflow experience that is repeatable? *

Do you have technology in place to automate and systemize your business? *

Do you have clearly written standard operating procedures (SOPs) for every position in the business? *

Do you conduct compliance reviews on a regular basis? *

Do you hold weekly staff meetings with a clear agenda to avoid miscommunication? *

Do you use productivity tools to monitor results and measure how time is spent throughout the day? *

HUMAN ELEMENT

Does each team member have clearly defined roles and responsibilities without overlap or gaps? *

Do you have a hiring strategy and onboarding procedures that are consistently applied? *

Do you provide clear career paths and growth opportunities for team members? *

Do you provide regular informal and formal performance feedback? *

Do team members understand how their work impacts business results and client experiences? *

Do you have a budget and plan for professional development for yourself and your team members? *

Do you celebrate successes to ensure high morale? *

SELF-ASSESSMENT

What do you consider to be the biggest challenge(s) in your business? *

What does success look like to you? *

Do you have accountability structures in place? *

Are you committed to working on the business and implementing improvements? *

Are you collaborating with your peers or actively part of a mastermind/study group? *

What other information do you feel is important for us to know to better understand your day-to-day operations? *

COACHABILITY

Have you ever or are you currently working with a coach? *

What goals are you looking to accomplish by working with a coach? *

How much time can you dedicate to coaching and implementation? *

How did you hear about us? *

YOUR ELEMENTAL SCORES

RESULTS:

STRATEGIC PLANNING

BUSINESS DEVELOPMENT

OPERATIONAL EFFECTIVENESS

HUMAN ELEMENT

YOUR FUNDAMENTAL 4™ SCORE

TOTAL PERCENTAGE