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Content designed to spark connections that promote positive change and yield results.

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Proprietary comprehensive professional development programs and suites of content.

Custom professional development solutions to meet specific client needs.



Planning with Purpose

A 14-week virtual training program that helps advisors enhance their financial planning knowledge and confidence. The program provides a thoughtful mix of knowledge sessions, team discussions, and planning tutorials delivered by esteemed industry experts and successful advisors. The program concludes with a capstone presentation where advisors articulate their planning approach and fee strategy.  

Planning with Purpose


The CEO Mindset

The CEO Mindset

Provides a six-month learning journey for advisory leaders that supports the development of knowledge and skills in four critical areas: strategic planning, team communication and accountability, team development, and leadership development. Advisory leaders engage in a hands-on experience that sharpens their leadership skills and better equips them to develop and lead a high-performing team.  

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Longevity Planning Conversations

Longevity Planning Conversations

Designed to educate advisors on the financial, health, and emotional aspects of aging. The program provides tutorials on age-related topics along with conversation guides to help advisors better support aging clients and their families. The program can be delivered as a suite of content, a three-part webinar series or a half-day live program.  


Intergenerational Wealth Conversations

Intergenerational Wealth Conversations

A comprehensive suite of content for advisors and the wealthy families they serve. Many family wealth challenges are born out of inadequate preparation and insufficient communication. Advisor participants learn how to better engage with, educate, and serve as a facilitator of critical conversations to wealthy multigenerational families.  

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Need Something Custom?

The seasoned team at Purpose Consulting Group has developed and delivered hundreds of impactful learning experiences. 

How We Work


Collaborate With You

We collaborate with advisory firm leaders to create a clear vision and desired outcomes for a program. 


Architect Program Design

We architect a learning design that acknowledges organizational nuances and is focused on achieving specific objectives.  


Create Content

We draw from our vast network of subject matter experts and advisors to establish the best team of educators for a program. 


Coordinate Program Execution

We coordinate program execution with internal leaders and ensure messaging is on-point.


Impact Briefing

We assess program results and provide executive briefings that detail program impact and highlight future opportunities.

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