Ironworks Team Consulting

Ironworks Team Consulting Ironworks Consulting works with financial advisors and firms in the financial services industry to s

Ironworks Consulting works with financial advisors and firms in the financial services industry to scale their business by helping them create and execute processes that reduce time spent on unnecessary work, implement systems that easily scale, and clarify roles so team members can focus and maximize their contributions to work.

Today we join with so many whose hearts are breaking at the loss of innocent lives in Texas. Our prayers are with the fa...
05/25/2022

Today we join with so many whose hearts are breaking at the loss of innocent lives in Texas. Our prayers are with the families and community that were struck by this evil act. May the Lord bring you comfort and peace as you mourn. šŸ™šŸ¼

This week we paused, and celebrated FIVE years since Jana Hancock joined Ironworks šŸŽ‰ We already said all of the mushy gu...
05/19/2022

This week we paused, and celebrated FIVE years since Jana Hancock joined Ironworks šŸŽ‰ We already said all of the mushy gushy stuff privately, and for those of you who have worked with her I am sure you can only imagine the pride and gratitude that was expressed for who she is and how she shows up for us and our clients šŸ’›

But a few other things popped up that were very cool as we celebrated that I wanted to share:

1 - The reflection on virtual culture. If you do that math - because I know you can šŸ˜‰ - we hired Jana before the pandemic and before virtual teams and business really hit a peak. She was hired without ever having met in person, and we still to this day only see each other live *maybe* a few times per year. And yet, we have a deep love and respect for one another and are unified by the impact we are meant to have as we grow this business. Each one of these people have commented about our strong culture at some point - and we never have and never will have physical office space we meet in. So, we believe even more today that it is possible to create great culture in whatever environment you like if you are simply intentional about it.

2 - A favorite quote ā€˜a reason, a season, or a lifetime’ came to mind as these amazing humans - past and present Ironworks family - came together to celebrate this milestone. Each person crossed our path for a reason and a season, but it was incredibly humbling and heart warming to know that there was a connection and bond built for a lifetime even as they pursue the next steps in the paths they are each meant to be on.

Happy anniversary to our rockstar Jana, and thank you to our IW family for taking time to surprise her and make it special!

Kayla Hall Jessica Heidi Hoium

We made it to 9 years friends!! šŸŽ‰šŸ¤© Cheers to getting to do work we love with people we love for yet another year šŸ„‚Jana H...
03/18/2022

We made it to 9 years friends!! šŸŽ‰šŸ¤©

Cheers to getting to do work we love with people we love for yet another year šŸ„‚

Jana Hancock Heidi Hoium

Join our friends at Gallantry Coaching & Consulting on November 30th for a Vision Board workshop! A great way to get re-...
11/13/2021

Join our friends at Gallantry Coaching & Consulting on November 30th for a Vision Board workshop! A great way to get re-centered heading into 2022! Details attached on how to register...

Job Opportunity in Chicago! We wanted to share this for our friend Steve, who is looking for a Financial Services Integr...
10/27/2021

Job Opportunity in Chicago! We wanted to share this for our friend Steve, who is looking for a Financial Services Integrator. Must be tech savvy! Description in the attachment. Let us know if you know someone who would be a great fit!

Jana and her husband Seth had a great time in Bloomington at IU Homecoming with our client Blake Crousore and his wife D...
10/17/2021

Jana and her husband Seth had a great time in Bloomington at IU Homecoming with our client Blake Crousore and his wife Dina from Chicago! Even though the Hoosiers didn’t pull out a victory, good times were had by all!

We see our clients primarily via Zoom, so it was so fun for a client to come see us in person for a social call…and okay...
09/01/2021

We see our clients primarily via Zoom, so it was so fun for a client to come see us in person for a social call…and okay maybe a little business in there, too! I had a great time showing Blake one of my favorite spots in my home town - Sun King Fishers Tap Room & Small-Batch Brewery/Fishers Test Kitchen!

What an amazing couple of days for our team to all be in one place and set the course for this next quarter! Our clients...
08/11/2021

What an amazing couple of days for our team to all be in one place and set the course for this next quarter! Our clients often ask us how to build culture with remote employees and we are an example of how it can work. None of us are in the same place; yet, when we get together, we feel like longtime friends. We attribute it to good communication, Zoomin’ together, taking this time to pause and plan, centering around our Ironworks vision and living into our core values daily! Feels so good leaving our time together feeling focused and energized on what’s to come! ā¤ļø Heidi Hoium Kayla Hall Jessica Pechacek

07/16/2021

Louisville friends, or anyone with connections in Louisville - a financial advisor client is looking for a rock star Operations Manager - someone who can help drive revenue, input applications/open accounts and pull the right levers to help the team work efficiently! Investment licensing would be ideal, but not required. This role would be in Louisville and is not open to remote work. If you know anyone - please send their resume to [email protected]. We'd appreciate it!

Are you thinking of joining us in The Well Oiled Machine Mastermindā„¢? This mastermind (with full team coaching included)...
07/07/2021

Are you thinking of joining us in The Well Oiled Machine Mastermindā„¢?

This mastermind (with full team coaching included) will solve the 3 biggest problems that prevent advisors/owners from operating like a well oiled machine:
- You are being pulled in too many directions
- You know WHAT you want to build, but are unsure HOW to make it all happen
- You are not confident in how to hire and retain the RIGHT talent

We are only taking the first 8-10 advisors who qualify. The ideal firm owner has:
- Minimum of 3 team members
- Minimum revenue of $1mm - or projected to get there this year
- Must be open minded and ready to embrace change, have a strong desire to grow, and be willing to share wins and struggles alike

If this resonates with you, comment below and we can schedule a call to learn more about you and determine if we can help!

Kayla Hall Jana Hancock Jessica Pechacek Heidi Hoium

We're launching a new program called The Well Oiled Machine! This mastermind is a 6-month commitment for a limited numbe...
06/22/2021

We're launching a new program called The Well Oiled Machine! This mastermind is a 6-month commitment for a limited number of advisors with one focus: turning your business into a well oiled machine. We're locked and loaded to officially start August 4.

Today, only one job: comment below if this feels like something you might be interested in and if you'd like us to send you a video with more details!

We are extremely excited to announce the addition of our newest Ironworks team member, Jessica Pechacek! Check out Jessi...
06/07/2021

We are extremely excited to announce the addition of our newest Ironworks team member, Jessica Pechacek!

Check out Jessica's bio to learn more about her: https://loom.ly/uUhjTlE

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Woodbury, MN

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