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We develop comprehensive thought leadership and training programs to engage and

advance financial advisors.

PURPOSE CONSULTING GROUP

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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.

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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.

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PROGRAMS

Designed to deliver demonstrable results by enhancing advisor wealth management competency and knowledge of best practices.

We Help Advisors Develop:

  • A comprehensive approach to financial planning

  • A more disciplined processes to deliver financial planning consistently

  • Greater confidence in positioning financial planning to prospects and clients

  • 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:

  • Better understand the best practices of high performing teams

  • Develop a strategic plan and an intentional growth strategy

  • Establish protocols for team communication and accountability

  • Create a plan for developing their team

  • Build on leadership skills

  • 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.

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WHAT PEOPLE SAY

"Christine is a dynamic blend of practical insights and determined implementation. She is able to craft high level strategy with amazing attention to detail that develops the big ideas into pragmatic reality. Christine’s unique perspective from her diverse experience in managing individual clients as well as consulting for elite advisory teams results in a game changing plan tailored to each firm’s challenges and culture. Her intimate knowledge of the lessons learned and best practices of the major advisory firms across the country enable her to accelerate any team’s growth. Christine asks the insightful questions that lead to break through. Her passion is energizing."

Principal - Balasa Dinverno Foltz LLC

Heather L. Locus

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OUR THOUGHTS