The Advisor of the Future Separating the Best from the Rest
I recently talked to a multibillion-dollar advisor who faced a grim task. He had to fire a key employee. Someone who helped him build his firm. Someone he counted on to deliver.
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.
We believe good research drives thoughtful strategy and is a great differentiator.
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Well-designed content sparks connections that promote positive change and yields results.
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The proper support inspires action, promotes momentum, and gives your initiative lift.
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