What Purpose Consulting Group does

Purpose Consulting Group, LLC is a privately-held practice management consultancy founded in 2014 by Christine Gaze (CFP®, CIMA®), headquartered in Darien, Connecticut. The firm develops and delivers proprietary professional development programs for financial advisors and advisory firm leaders, organized around two competency domains: Wealth Management Competency (financial planning knowledge, client engagement, fee-value articulation) and Human Capital Competency (strategic planning, team communication, leadership development). Its commercial catalog consists of four trademarked curricula — Planning with Purpose™ (a 14-week virtual training program approved for 17 CE Credits through the CFP Board), The CEO Mindset™ (a six-month leadership learning journey for advisory firm principals), Longevity Planning Conversations™ (aging-client planning education deliverable as a three-part webinar or half-day program), and Intergenerational Wealth Conversations™ (multi-generational family wealth content) — plus a Custom Professional Development Solutions line for tailored engagements.

The company monetizes through direct, consultative sales of training programs and custom engagements to financial advisory firms; no pricing is publicly disclosed. Delivery is virtual-first (webinars, structured 14-week and six-month cohorts, half-day sessions), enabling global reach without a field sales footprint. Marketing is content-led, relying on the founder's published thought leadership in the Wall Street Journal, InvestmentNews, Financial Planning, and On Wall Street, a company blog, LinkedIn presence, and podcast appearances. Operations are run by a small core team of seven named individuals covering program design, content editing, graphic design, program messaging, and assessment, supplemented by an adjunct faculty of practicing financial advisors who lend practitioner credibility to the curricula.

The firm's customer base is concentrated in the financial advisory vertical, with named engagements including Balasa Dinverno Foltz LLC. The operating model is founder-centric — Christine Gaze is both the brand and the primary commercial lead — and the firm carries no disclosed institutional investment, parent company, M&A activity, or AI/technology platform layer. Strategic emphasis is on curriculum expansion (four distinct programs since founding) and thought-leadership distribution rather than headcount scale or capital deployment.

Name

Purpose Consulting Group

Legal name

Purpose Consulting Group, LLC

Website

https://purposeconsultinggroup.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Purpose Consulting Group is a privately-held practice management consultancy that develops and delivers proprietary virtual training programs — including Planning with Purpose™, The CEO Mindset™, Longevity Planning Conversations™, and Intergenerational Wealth Conversations™ — for financial advisors and advisory firm leaders.

Ownership category

akta.pro rank

Product category

Financial Advisory Practice Management Consulting

NAICS

Management Consulting Services (54161), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Learning, Training & Corporate Education Consulting (BPAHAGAE)

akta.pro secondary industries

Talent Management & Workforce Planning Consulting (BPAHAGAA), Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Practice management consulting
• Financial advisor training
• Wealth management education
• Leadership development programs
• Intergenerational wealth planning

Headquarters

HQ city

Darien

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Development Programs: Revenue is generated through professional development and training programs sold to financial advisors and advisory firms. Programs include Planning with Purpose™ (14-week virtual training), The CEO Mindset™ (six-month learning journey), and specialized content programs delivered via webinars, virtual sessions, or live training.
2. Custom Program Development: The company offers custom professional development solutions to meet specific client needs, collaborating with advisory firm leaders to architect learning designs focused on achieving specific objectives.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Purpose Consulting Group is a practice management consulting firm that develops and delivers proprietary professional development and training programs for financial advisors and advisory firm leaders. Its offering centers on four trademarked programs—Planning with Purpose™, The CEO Mindset™, Longevity Planning Conversations™, and Intergenerational Wealth Conversations™—alongside custom learning solutions, all delivered virtually through structured curricula, webinars, and tailored engagements.

Product overview

Purpose Consulting Group is a practice management consulting firm that develops comprehensive thought leadership and training programs to engage and advance financial advisors. The company offers four proprietary professional development programs: Planning with Purpose™ (a 14-week virtual training program for financial planning knowledge), The CEO Mindset™ (a six-month leadership development journey), Longevity Planning Conversations™ (education on aging-related planning), and Intergenerational Wealth Conversations™ (content for serving wealthy multigenerational families). The company also provides custom professional development solutions for advisory firms with specific needs. Programs include advisor guides, client guides, checklists, and templates as key deliverables.

Differentiator

Problem solved

Functional benefit

Products and services

• Planning with Purpose™ A 14-week virtual training program that helps financial advisors enhance their financial planning knowledge and confidence through knowledge sessions, team discussions, and planning tutorials delivered by industry experts. Approved for 17 CE Credits through the CFP Board.
• The CEO Mindset™ A six-month learning journey for advisory firm leaders that supports development in four areas: strategic planning, team communication and accountability, team development, and leadership development.
• Longevity Planning Conversations™ An educational program for financial advisors on the financial, health, and emotional aspects of aging to better serve aging clients and their families. Delivered as a three-part webinar series or half-day program.
• Intergenerational Wealth Conversations™ A comprehensive suite of content for advisors and wealthy families focusing on three areas: clarifying wishes and intentions, organizing finances, and defining family money values. Includes advisor guides with scripts, tutorials, and meeting agendas.
• Custom Professional Development Solutions Custom professional development solutions tailored to meet specific client needs, including program design, content creation, and coordination of program execution, developed collaboratively with advisory firm leaders.

Quantifiable outcome

• High performing human capital teams have 78% higher revenue and 54% higher AUM than peers
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• FA Insight: FA Insight conducts research and consulting on human capital and practice management for advisory firms. It is comparable because it sells research-backed consulting and benchmarking to advisory firm leaders — the same enterprise buyer for The CEO Mindset™.
• Horsesmouth: Horsesmouth provides coaching, training, and curated practice-management content to financial advisors and advisory firms. It is directly comparable as a content-and-coaching-driven training business targeting the same advisor segment with comparable delivery models.
• CEG Worldwide: CEG Worldwide is one of the longest-established practice management and growth consulting firms serving financial advisors and advisory firm leaders. It is highly comparable because it sells similar consulting, training, and coaching engagements to the same RIA and broker-dealer customer base that Purpose Consulting Group targets.
• Bob Veres / Advisor Perspectives: Advisor Perspectives (closely associated with Bob Veres) provides thought leadership, research, and practice-management content to financial advisors. It is comparable as a practitioner-led education and consulting resource in the same advisor practice-management category.
• Money Quotient: Money Quotient develops training programs and tools for financial advisors focused on client communication, life-stage planning, and family wealth conversations. It is comparable as a program-driven practice management trainer with adjacent content in the longevity and intergenerational wealth areas.

Emerging players

• Kitces: Kitces is a leading advisor-focused research, education, and media platform that serves financial planners and advisors with content, training, and benchmarking. It is comparable as a content-led education business targeting the same advisor audience, though primarily digital/individual rather than enterprise cohort-based.
• Shaping Wealth: Shaping Wealth is a financial-wellness-focused training and consulting firm serving advisors and advisory firms. It is comparable as an emerging program-and-coaching business targeting the same advisor segment with a related human-capital and behavior-change value proposition.

Broad incumbents

• Envestnet | MoneyGuide: Envestnet and MoneyGuide provide financial planning software and practice management resources that reach the same advisor and firm-leader buyer. It is comparable as a broad incumbent that bundles planning tools with adjacent advisor training and content, creating bundled competition for Purpose Consulting Group's offerings.
• Financial Planning Association (FPA): The FPA is the largest membership organization for CFP® professionals, offering CE-approved education, conferences, and practice management resources. It is comparable as a broader incumbent that supplies practice-management training to the same advisor audience, though as part of a wider member-services portfolio.
• Fidelity Institutional: Fidelity Institutional provides consulting, practice management, and continuing education to thousands of affiliated advisors. It is comparable as a large incumbent that delivers advisor development resources to the same RIA and independent advisor segment, often bundled with custody and platform services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/purpose-consulting-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Purpose Consulting Group