Financial planners join The IRONSHIELD Financial Planning Syndicate™ for the progressive technology platforms and proven business methodology… but they stay for the community.
We are a protected community of financial planners who work together for our mutual benefit. Real-time interaction provides you with advice when you need it, and how you need it—from experts who have faced the same challenges as you. It’s like having a ready-made business advisory board at your disposal to guide you through every stage of growing your financial planning business.
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.
