Goals-Based Investing Podcast Interview
We develop comprehensive thought leadership and training programs to engage and
advance financial advisors.
PURPOSE CONSULTING GROUP
RESEARCH
Quality research is a core differentiator. We specialize in developing qualitative research insights drawn from a vast network of the industry’s best advisors.
CONTENT
Our content aims to educate, spark connections and inspire positive change. We bring topics to life with insightful content that incorporates the practitioner’s perspective.
PROGRAMS
Designed to deliver demonstrable results by enhancing advisor wealth management competency and knowledge of best practices.
We Help Advisors Develop:
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A comprehensive approach to financial planning
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A more disciplined processes to deliver financial planning consistently
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Greater confidence in positioning financial planning to prospects and clients
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Greater confidence articulating the “value for fees” clients can expect to receive
Wealth Management Competency
Our wealth management programs support advisors in meeting clients' increasingly complex planning needs.
We Help Advisors:
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Better understand the best practices of high performing teams
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Develop a strategic plan and an intentional growth strategy
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Establish protocols for team communication and accountability
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Create a plan for developing their team
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Build on leadership skills
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Design a culture of excellence
Human Capital
Competency
Our human capital programs help advisory firm leaders progress on the path to becoming a high performing team.
OUR TWO DOMAINS
WHO WE ARE
Purpose Consulting Group is powered by a diverse team of talented individuals who bring specific domain expertise to our projects. From leading industry consultants and subject matter experts to gifted financial advisors, our highly seasoned team members are like-minded in their pursuit of excellence and focused on creating meaningful change.