Only A Life Lived In Service To Others
Is A Life Worth Living
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
ETHOS Consulting LLC
50 Milk Street, 15th Floor
Boston, MA 02109
CONTACT
dnewkirk@ethosconsults.com
(617) 817.3336
