Purpose Consulting Group supports our clients as a strategic thought partner. We help them engage and advance advisor practices, achieve growth objectives, and enhance their brand.
We work best with leaders who recognize the value of investing capital in their people and challenging them to do great things. If you believe, as we do, in the importance of fostering a strong sense of purpose among your team and are committed to building a high-performance culture, you will be well-served by Purpose Consulting Group. We have the knowledge, experience, and grit required to turn aspirations into actions and measureable results.
We provide a wide range of programs and services that we customize to meet the unique needs of our clients, including:
- Thought Leadership - we develop compelling content including white papers, custom research, advisor case studies, assessments, workbooks, and templates.
- Salesforce or Advisor Workshops – we partner with leaders in sales, marketing, and product management to develop the right messaging and we deliver (or support you in delivering) engaging and effective training so that your program resonates.
- Follow-up Coaching – we work with our clients to develop the right approach to follow-up. Whether it is your team delivering or ours, you can have confidence that your initiative will be well supported.
- Senior Leadership Support – we work closely with key leaders to ensure they have the right tools, strategies and support to effectively lead an important initiative.
- End-to-End Programs – we incorporate some combination of all of the above according to our specific clients’ needs for maximum resonance and results.