Alignment and Accountability at ECPL

Client: East Coast Private Lending (ECPL)
Industry: Finance / Private Lending
Roles: Ryan Kennedy (Owner)

The Challenge

ECPL was scaling fast, but their leadership team needed stronger systems for accountability, communication, and alignment. Like many firms in the financial sector, they were spending too much time figuring what to work on next. Issues like underperformance and optimized systems had slowed growth potential.

The Turning Point

By implementing a strategic operating system and cadence of focused meetings, ECPL was able to increase visibility, create accountability, and establish a rhythm that helped leadership stay on track and connected to strategy.

The Impact

• Decisive Action: Leadership recognized and addressed a key underperformance issue with confidence.

• Meeting Consistency: Weekly and monthly meetings now provide space for strategic thinking and focused execution.

• Better Messaging: With Balance Beam’s support, they’re more effective at communicating priorities across the team.

• Stronger Alignment: The entire team is more engaged and aligned—working on the business, not just reacting init.

“The consistency in meetings and the accountability it provides ensures we’re having the right conversations to move the needle.” – Critical Stakeholer
“We recognized a key individual who was underperforming and made the necessary change.” – Ryan Kennedy

The result? A more focused, responsive, and aligned financial team—built to grow with intention.