Christine Gaze is the founder and managing partner of Purpose Consulting Group, a ﬁrm focused on developing cutting edge practice management programs that engage and advance ﬁnancial professionals. Christine specializes in conducting research that generates unique insights and developing custom content and training to help ﬁnancial services leaders and their teams deliver business results.
Christine began her career as an advisor and over the past 20 plus years she has held a variety of leadership roles in practice management, human capital, and sales at ﬁrms such as Merrill Lynch, Morgan Stanley, AllianceBernstein, and TD Ameritrade. She has developed and implemented several successful thought leadership and training initiatives, product launches, and culture change efforts. Her work helped generate billions in new assets and promote a culture of excellence.
Through Purpose Consulting Group, Christine has conducted extensive research studies that generated insights and best practices on a variety of topics including: top advisory teams, intergenerational challenges, succession planning for advisors, and retirement plan advisor strategies. She has developed and delivered programs for thousands of advisors on topics like: high net worth client acquisition, succession planning for advisors, intergenerational wealth conversations, what wealthy women want, and the art of high performance teams. Christine is a frequent speaker at industry events, writer for industry publications, and is often quoted in the press, including The Wall Street Journal, Financial Planning, Investment News, and Fundﬁre. Read more >
Kathleen Pritchard has over 30 years of experience in the ﬁnancial services industry, and has spent the majority of her career providing advisors with innovative ways to look at their practice and client base. As a Partner in Purpose Consulting Group, Kathleen develops and delivers transformational practice management and marketing strategy for ﬁnancial services ﬁrms.
Previously, she was a Managing Director for Legg Mason Global Asset Management where she founded and led Legg Mason’s value-added offering, The Advisor Partnership Program (TAPP)®, and was the Global Spokesperson at industry conferences and events across the United States and the UK. She also consulted with top advisors and teams in all distribution channels on topics such as branding their practices, client acquisition strategies, building elite teams, leveraging social media, longevity planning, and connecting with the next generation.
Under Kathleen’s direction, The Advisor Partnership Program received numerous industry awards, including two Insured Retirement Institute (IRI) Marketing Innovation Awards, two Mutual Fund Education Alliance (MFEA) STAR awards, and numerous Financial Communications Society (FCS) awards. Read more >
Jacqueline Farrington has been coaching senior executives and board-level leaders to master executive presence and leadership communication strategies for over 15 years. She is passionate about helping leaders create the kind of presence and impact they need to succeed in all business settings. She has a particular focus in cross-generational and gender leadership challanges. As a communications consultant and trainer, she believes in providing solutions based on solid current research and enjoys blending her experience in communications, psychology, organizational/executive coaching, and the performing arts to provide innovative solutions to challenging issues.
Jacqueline got her start in academia. She taught at Yale for 15 years and was a frequent guest lecturer at prestigious institutions like the London School of Business and Xavier University. Since then she has designed and delivered communications, leadership development, and employee engagement programs for many leading firms including Goldman Sachs, JP Morgan Chase, Credit Suisse, Accenture, Deutsche Bank and AllianceBernstein. Read more >
Amanda Powers brings a 10-year track record of high performance as an advertising executive to the team. She has extensive experience developing successful campaigns and product launch plans using broadcast, print, and a vast array of digital vehicles like eCRM, banner, and mobile.
She has put brands like Dos Equis "on the map" with her work on the CLIO winning account team for "The Most Interesting Man in the World" campaign. Her broad client experience includes pharmaceutical, airlines, packaged goods, and finance working for firms like Euro RSCG and Saatchi and Saatchi. Amanda thoroughly enjoys helping clients to articulate, imagine, and achieve their goals.
Her commitment to research, focus groups, and product innovation sessions enables her to exceed clients’ expectations.
Rebecca Krasney Stropoli is a freelance writer and editor with a strong background in business and finance content. She creates and edits both consumer-facing and B2B content, working with clients including large financial institutions, trade magazines and startups.
Before committing to a freelance career, Rebecca spent almost eight years at Yahoo Finance, the world's most trafficked financial news site. She helped launch YF's personal finance portal and eventually became managing editor of the newsroom, overseeing breaking-news coverage, writing news stories, managing relationships with media partners and editing some of the top finance reporters in the industry. Read more >
Susan Gardner has a wealth of experience conducting high quality research, in a variety of settings. She has worked as a Research Assistant at the Hudson Institute in Washington, D.C. and the School of Public Policy at University College London, and has also undertaken extensive independent research. She recently received a PhD from University College London, with her doctoral research tackling the subject of member state influence in intergovernmental organizations. Her doctoral dissertation, entitled Member state performance in intergovernmental organizations: the case of the European Union Stability and Growth Pact, has been nominated for the Jean Blondel prize for best dissertation submitted in 2013.
Over the course of her PhD, Susan taught several seminars at University College London and King’s College London, to both graduate and undergraduate students, in the areas of politics and economics. She also worked on two grant projects that sought to understand both causes and effects of the economic crisis in the Eurozone, and was invited to present the results of these at numerous academic conferences. Read more >