Host John Laurito talks to Christine Gaze, the Founder and Managing Partner at Purpose Consulting Group, who has moved from a successful corporate role and jumped the ship to become an entrepreneur. Tune in to learn more about her story and what she is doing now to engage and advance financial advisors.
About Christine Gaze:
Christine is the former Head of Practice Management at TD Ameritrade, where she and her team developed a practice management platform to attract and educate mega advisors. Previously, she was Managing Director and Head of Professional Development at Alliance Bernstein and was instrumental in the formation of the practice management consulting group at Wachovia Securities. Christine is also intimately familiar with educating advisors in the field, leading private banking sales teams at Morgan Stanley and Prudential Securities. Christine built her foundation in financial services as a successful advisor at Merrill Lynch which continues to inform her approach to this day.
A frequent speaker at industry events and writer for industry publications, she is often quoted in the press, including The Wall Street Journal, Financial Planning, and Investment News.
Christine is a member of the Board of Directors for the Investments & Wealth Institute™ (IWI), an industry non-profit and also a Director for the newly formed IWI Foundation Board whose mission is to promote diversity and inclusion by providing scholarships to women and diverse candidates. Christine volunteers her time in the community as a counselor at Bottomless Closet, a non-profit that is committed to connecting women with work.
Learn more about Christine:
https://www.linkedin.com/in/christinegaze/
https://www.purposeconsultinggroup.com/
Show notes:
[2:33] Christine’s journey and transition to becoming a business owner
[6:11] Her “oh shi*” moment
[7:46] Defining success as a leader
[11:44] Where is Christine in her journey
[13:35] The importance of transparency
[15:43] The next generation of workers
[19:22] On sharing too much and too little
[24:40] Outro
Get a copy of Tomorrow's Leader on Amazon https://tinyurl.com/huseae9h
Text LEADER to 617-393-5383 to receive The Top 10 Things That The Best Leaders Are Doing Right Now
For questions, suggestions, or speaker inquiries, contact me at [email protected]