BUSINESS Solutions

FINANCIAL SERVICES

In January 2020, ETHOS Consulting LLC created a second business called Business Realignment (https://www.business-realignment.com) which leverages over 30 years of our Founder’s expertise working and serving in Financial Services.  This was officially a spin-off from ETHOS to create a dedicated focus on the success we continue to deliver to our clients:

• Asset Management Firms
• Bank Wealth Management
• Custodians
• Registered Investment Advisors

SMALL BUSINESSES & SOLOPRENEURS

We leverage our business coaching and mentoring to help organizations move forward with higher levels of financial success through growth & profitability.   After a strategic assessment, we offer you the option to continue working with us.  At your choosing, we provide support implementing your strategy & action plan.

Our custom solutions are based upon the 5 key elements of a business that define success and align your business.  And, each consulting engagement comes with Leadership coaching to ensure your success:

• Business Strategy – Defining Expertise, Products/Solutions/Services, Differentiation & Client Destination
• Leadership – Understanding the leadership style and preparedness for activating key elements  of the organization forward
• SWOT Analysis – Understanding of your position in the market vs. competitors (strengths, weaknesses, opportunities, threats)
• Sales Strategy – Understanding the Clients you will serve as a target market with segmentation and clear messaging
• Organizational Design – Assessing and improving the design of the organization (people, processes & technology) to ensure maximum efficiency without creating negative outcomes for the business or its employees