Purpose Consulting Group is a practice management consulting firm that develops comprehensive thought leadership and training programs to engage and advance financial advisors.
How We Work
Our thoughtful content is heavily influenced by best practices research with top advisors which helps to ensure our programs are both on-target and actionable.
We work collaboratively with a team of seasoned industry experts who research, strategize, and deliver components of our programs.
Our adjunct faculty includes a select group of gifted financial advisors whose practical wealth planning experience adds realism to our programs and inspires action.
Our core team develops learning designs, researches, writes, edits, analyzes, and assesses program effectiveness.
Creates beautiful imagery that aids learning and inspires action
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Our esteemed adjunct faculty members are comprised of industry experts and successful advisors.