Elements Consulting LLC

The world is evolving—are you keeping up? Intentional Business Planning = Purposeful Progress Get ready for Elements Consulting’s “Hitchhiker’s Guide to Business Planning”—coming soon to a forum near you! In the meantime, take a moment to reflect on the incredible progress happening around us. (Link Below) Are you actively shaping your business to move forward with it? Stay ahead. Plan with purpose. Work with your Elements Consultants to design your success! #everyprohasacoach https://lnkd.in/gAve9bFd

Continuous Improvement Through Coaching Business planning is an ongoing and active process…at Elements we are already in motion with clients, planning 2025! We have assembled a team of 18 professional consultant/coaches (and growing) that are highly qualified to help you succeed! By hiring a performance coach, you continuously refine your strategy, improve your processes, and enhance your team’s performance. Elements has been producing consistent results with clients for close to 2 decades! Connect with us to find the right consultant and partner to drive the success you expect from yourself and explore how coaching can empower your journey! #Everyprohasacoach #ContinuousImprovement #PerformanceCoaching #WealthManagement #BusinessSuccess #ElementsConsulting

Exciting News! Welcome Liz Dow to Elements Consulting!   We are thrilled to welcome Liz Dow as the newest coach and consultant at Elements Consulting! With over 20 years of experience in Wealth Management, Liz brings a unique blend of expertise in working with HNW, UHNW, and institutional clients. Her passion for practice management, business development, coaching, and client success aligns with Elements Consulting's mission of helping advisors and teams achieve sustainable, long-term results.   In her recent role as a National Training Officer at Morgan Stanley, Liz demonstrated her ability to guide Financial Advisors in scaling and optimizing their practices, breaking through barriers, and driving success. Her focus on efficiency, growth, and accountability resonates with Elements' core values and processes, where we believe in unlocking each client’s full potential through strategic, adaptable leadership.   Based in the Metro NY, NJ, CT tri-state area, Liz will bring fresh insights and innovative strategies to our clients, seamlessly integrating with our mission of rethinking traditional practices to achieve extraordinary outcomes.  Outside of her work, Liz is advancing her financial expertise by working towards her CFP designation and loves spending time with her family in a variety of outdoor activities such as tennis, hiking, kayaking, skiing, and sailing.   Please join us in welcoming Liz to the Elements Consulting family—her energy, experience, and passion will be invaluable in helping our clients continue to thrive! https://lnkd.in/eCYvRYyJ #elementsconsulting #practicemanagement #consulting #coaching

  Welcoming Dawn Drewitz to Elements Consulting! We are incredibly excited to introduce Dawn Drewitz as a vital addition to the Elements team. With over 20 years of leadership and coaching experience, Dawn brings unparalleled expertise to our clients, having guided hundreds of financial advisors across independent, wirehouse, and bank channels. Her commitment to fostering excellence in leadership, team dynamics, business planning, and business development aligns perfectly with our mission at Elements.   At Elements, we deeply value Dawn’s unique perspective and extensive knowledge, and we are confident her personalized coaching approach will elevate the experience for our clients. Whether she’s enhancing team culture, refining practice management, or driving new business strategies, Dawn’s ability to tailor solutions to the specific goals of each advisor and team is what sets her apart.   Dawn’s academic and professional credentials are equally impressive, including an MBA from Texas Woman’s University, a Graduate Certificate in Executive and Professional Coaching from The University of Texas at Dallas, and certifications as a DISC and Motivators Trainer, a Team Coaching Foundations Coach, and a CERTIFIED FINANCIAL PLANNER™️. She recently expanded her expertise with the Applied Behavioral Finance Certificate Program from the Investments & Wealth Institute.   We couldn’t be more thrilled to have Dawn’s leadership and insights as part of the Elements family. Her dedication to excellence, combined with her genuine passion for helping others succeed, makes her a perfect fit for our team.   Dawn resides in Denver, Colorado, with her husband, David, and their rescue yorkie mix, Murphy. Outside of coaching, she enjoys entertaining friends, watching documentaries, and performing as the lead singer in local cover bands.   Please join us in welcoming Dawn and celebrating the many contributions she will undoubtedly bring to the Elements community! https://lnkd.in/eRBtq5GB

Join us in Welcoming George Shick to Elements Consulting!   At Elements Consulting, we are driven by one goal: empowering our clients with the confidence and tools they need to achieve success. Our strength lies in assembling a team of experts who exemplify excellence, and today, we are thrilled to introduce the newest addition to our team!   Meet George Shick, Consultant/Coach and Managing Director at Elements Consulting.   With over 40 years of experience in financial services, George brings a wealth of knowledge from his leadership role as a former Market Executive at Morgan Stanley. He has a proven track record of shaping leadership excellence, mentoring senior leaders, and developing strategic decision-making skills. George’s passion for fostering growth extends to his work with financial advisor teams, where he specializes in enhancing team dynamics and driving future-focused growth strategies.   A visionary in guiding teams through change, George excels in building collaborative partnerships and high-performing teams. His mission is to empower leaders to unlock their full potential and elevate organizational success.   We couldn’t be more excited to have George join the Elements Consulting family. His expertise and passion will undoubtedly enhance our ability to serve our clients and continue delivering exceptional results.  https://lnkd.in/erM8UZRu #elementsconsulting #practicemanagement #leadership #coaching #morganstanley

Welcome Cecilia Hajredinaj to Elements Consulting! Our mission at Elements is to build a team with the experience and expertise that empowers our clients to feel "confident in their ability to succeed." Our philosophy is simple: "Work with exceptional people and exceptional things happen." Our newest team member is a great example of that philosophy! We are pleased to introduce Elements' newest Consultant/Coach and Managing Director, Cecilia Hajredinaj. We are delighted for her to join the team. With 25 years of leadership experience at Fortune 500 companies like Citigroup, PricewaterhouseCoopers, and Morgan Stanley, coupled with over a decade of coaching expertise, Cecilia brings a wealth of practical knowledge and strategic insight to her coaching engagements. Certified by the Worldwide Association of Business Coaches and skilled in utilizing insights tools like DISC & Motivators she offers transformative coaching tailored to supporting women and ethnically diverse professionals across a broad spectrum of leadership development areas, from personal growth and communication to career planning & advancement. Approaching each interaction with curiosity, compassion, and a solutions-driven framework, Cecilia shifts mindsets and drives tangible progress. As a female and Latinx leader, she understands the vital role diverse perspectives play in organizational success and the barriers that impede progress. Leveraging her personal journey, business acumen, and coaching expertise, Cecilia is driven by a passion to empower her clients by equipping them with the tools and confidence needed to overcome obstacles, unlock their full potential, and be recognized as future-ready leaders. Welcome Cecilia! Check out here full bio at https://lnkd.in/ezzE8e5c

Welcome Cecilia Hajredinaj to Elements Consulting! Our mission at Elements is to build a team with the experience and expertise that empowers our clients to feel "confident in their ability to succeed." Our philosophy is simple: "Work with exceptional people and exceptional things happen." Our newest team member is a great example of that philosophy! We are pleased to introduce Elements' newest Consultant/Coach and Managing Director, Cecilia Hajredinaj. We are delighted for her to join the team. With 25 years of leadership experience at Fortune 500 companies like Citigroup, PricewaterhouseCoopers, and Morgan Stanley, coupled with over a decade of coaching expertise, Cecilia brings a wealth of practical knowledge and strategic insight to her coaching engagements. Certified by the Worldwide Association of Business Coaches and skilled in utilizing insights tools like DISC & Motivators she offers transformative coaching tailored to supporting women and ethnically diverse professionals across a broad spectrum of leadership development areas, from personal growth and communication to career planning & advancement. Approaching each interaction with curiosity, compassion, and a solutions-driven framework, Cecilia shifts mindsets and drives tangible progress. As a female and Latinx leader, she understands the vital role diverse perspectives play in organizational success and the barriers that impede progress. Leveraging her personal journey, business acumen, and coaching expertise, Cecilia is driven by a passion to empower her clients by equipping them with the tools and confidence needed to overcome obstacles, unlock their full potential, and be recognized as future-ready leaders. Welcome Cecilia! Check out here full bio at https://lnkd.in/ezzE8e5c

"With over 30 years of service to the financial community, there is one defining factor that continues to set leaders apart: their willingness to learn and thirst for knowledge. I often hear people say that "leadership" is a natural skill, however, I disagree. The leaders you see and 'feel' around you have worked very hard to hone those skills. They live in a world of constant improvement of one's self. They look to the possibilities instead of the obstacles and the find solutions that move us forward. Those who choose to embark on the journey garner a lot of respect. We are very pleased to welcome a student, leader, and innovator as our newest Managing Director, William (Bill) Luthin, to the Elements Family. We have watched Bill develop a brand of personal and professional excellence in every role he has tackled since meeting him 7 years ago. His leadership, consulting, and coaching skills are something to behold, and if you're in the market for a competitive advantage, you will find it with Bill! Thank you for joining us, Bill, and welcome!" #excellence #goodpeoplemakegoodthingshappen #elementsconsulting

We are so excited to have Karin Zezza join Elements Consulting LLC! She has tremendous experience and will be an asset to our growing team! Welcome Karin!

🌟 Exciting News from Elements Consulting 🌟 We are thrilled to announce our newest consultant and coach at Elements Consulting! Jim Zezza comes to us as a seasoned professional with over 25 years of rich experience in talent management, sales, and operations leadership. Jim's journey in the industry began at Capital One Financial, where he managed analysts and discovered his zeal for nurturing leaders and teams. This passion steered him towards roles in organizational development and human resources, amplifying his influence across various enterprises. Throughout his impressive career, Jim has excelled in diverse roles such as Organizational Development Consultant, Operations Leader, HR Manager, and Learning Development Manager, to name a few. His expertise in developing succession plans and forming dynamic teams has been instrumental in aligning development strategies with evolving company goals. Before joining us, Jim made a significant impact as a Senior VP at Truist Bank. There, he spearheaded training and development strategies in Wealth Management, managing large-scale programs and guiding transformational changes during their recent merger. What truly sets Jim apart is his pathologically curious nature and his unique approach to problem-solving. He challenges the status quo, asking "why" to delve deeper into issues and uncover innovative solutions. His logical yet positive approach has consistently led clients to better outcomes. In welcoming Jim, we're not just gaining a leader but an inspiring mentor and a visionary strategist. His addition to our team is a testament to our commitment to excellence and innovation. Join us in welcoming Jim to Elements. Here's to new discoveries and unparalleled success ahead! #NewHire #ElementsConsulting #Leadership #Innovation #TeamGrowth Check out Jim’s full bio: Jim Zezza | Elements Consulting (elementspm.com)