Purpose Consulting Group is a practice management consulting firm that works with financial services leaders who have the courage to think differently from the rest of the pack. We have our finger on the pulse of the advisory community and are passionate about supporting our clients in their achievement of uncommon results.

  • launchup

    Do you have ambitious plan 
    but need a little help executing?

  • evolutionizeup

    Is inertia impeding your ability
    to pursue an exciting new vision?

  • aspireup

    Do you have a grand vision
    for the future of your business?

Dynamic Speaking Engagements
Dynamic Speaking Engagements

Participants leave our high-impact keynotes, breakouts, and workshops thinking differently about their world and inspired to take action. Read More >

Programs
Programs

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. Read More >

Elite Advisory Coaching
Elite Advisory Coaching

Whether you’re looking for seasoned consultant to help you navigate your current path more effectively, break out of a challenging plateau or create an ambitious new vision for the future of your business, you’ve come to the right place. Read More >

Blog & Articles

  • The next big thing in retirement advice

    Wednesday, 03 February 2016

    As implementation of features like auto-enrollment and auto-escalation become common, advisers that have dedicated their practice to serving retirement plans are redefining their role.

    Experts I talked to are leading a movement that is gaining momentum with plan sponsors, one that focuses on financial well-being beyond retirement.

    Read more >

  • 5 tips to boost advisers' productivity

    Tuesday, 17 November 2015

    The adviser's most important role and the one that generates the biggest payoff is connecting with clients. If you consider this the core of the circle, the farther an adviser gets from client-related activity, the greater the potential drag on productivity.Some of the most common time sucks are:1. Email jail and the ensuing administrative work.

    Read more >

  • Forecast: Big RIA Trends to Watch

    Forecast: Big RIA Trends to Watch

    Thursday, 01 January 2015

    This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures.

    Here are a few trends all advisors should follow.

    Read more >

  • Swim Lessons Don’t Throw New Advisors Into the Deep End

    Saturday, 08 November 2014

    In a perfect world, all new planners would be paired with senior advisors who were invested in helping trainees succeed. These sage advisors would bring new hires to meetings as observers, meticulously review the trainees’ client planning work and offer generous commentary and guidance.

    But in the real world, a more common approach is sink or swim.

    Read more >

Case Studies

Testimonials

  • Heather L. Locus, CPA, CFP®, CDFA™

    bdfChristine 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 conulting elite advisory teams results in a game changing plan tailored to each firm's challenges and culture.  Read More >

  • Michael E. Goodman, CPA/PFS, CFP®

    WealthSteamIt was very refreshing to participate in Christine Gaze’s workshop.  The workshop was action oriented.  The education, materials, exercises and most importantly the counseling combined to make an effective experience.  I was able to walk out of the workshop with a plan of action but more importantly, with the tools and resources to take my action from concept to reality.

  • Michael J. Nathanson, JD, LLM

    Colony-GroupChristine is a member of a highly exclusive group of professionals who have the experience, expertise, deep knowledge, and practical approach necessary to provide meaningful, impactful advice to the investment advisory community.  She understands the difference between broad-based advice and thought leadership that might be applicable on an industry-wide basis and direct, customized advice for the benefit of a specific company or group of companies; and she provides both in a highly insightful, effective, and efficient manner.  Read More >

  • Steven M. Lear, ChFC, CLU

    Affiance FinancialI’ve heard Christine speak and she is always informative and entertaining. In addition, I have had her visit with the leadership team of Affiance Financial and found her contributions to be extremely helpful. Christine helped us create a “Path to Partnership”. She was inquisitive, thoughtful, and innovative in helping us develop what we feel is a long-term strategy to motivate associates to want to become partners. Read More >

Purpose Consulting Group  |  New York, NY 10007  |  212-227-0387  |  Contact Us

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