For companies, institutions, and organisations
I support individuals and organisations in building purposeful, credible brands. My approach to brand development emphasises clarity of identity, consistency of message, and alignment between values, behaviour, and communication. I work with clients to strengthen brand positioning, internal alignment, and external
Both consultants and advisors may have studied economics, accounting or finance in college. It isn’t uncommon for them to earn MBAs, and many hold advanced certifications. One of the most highly regarded certifications is the certified business planner (CFP) designation, but there are many others of value. Capabilities are assessed on the breadth of depth of Finance and the quality of thought leadership.
Approach
- Needs assessment and diagnosis
- Strategy development
- Practical implementation guidance
In some cases, a financial consultant may have more financial plan experience than the typical financial advisor. Financial consultants usually the
provide investment services as well, though. our clients are often surprised by the possibilities we present present exciting new ventures.
Approach
- Services are tailored, not one-size-fits-all
- Engagements can be short-term or ongoing
- Virtual and in-person options available
Each engagement begins with a conversation to understand your goals and determine the most appropriate approach.
Questions? You’re Covered
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Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.
Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.
Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.
Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.