To thrive as an independent professional services firm requires a unique combination of intellect, tenacity and heart.

Many advisors achieve excellence in some areas while other areas of life or business receive less attention. You may have incredible relationships with clients yet relationships with fellow partners suffer. Perhaps you’re a natural leader for the clients you work with yet your staff is craving your leadership in their worlds.

Individual thought patterns and behaviors impact systems. If something is off-kilter in your life or your business, it will have a ripple effect in other areas. Opportunities to achieve your dream scenario in any realm rely on the unity of the individuals and their collective communication and purpose.

The Pullen Consulting Group utilizes a unique process for helping individual partners refine their unique purpose while creating greater alignment across all partners and team members. We apply a significant depth and variety of experience in business management, coaching, communications training and leadership development.

When individual partners feel clear and balanced, they become greater contributors to their fellow partners, team members and clients. The firm as a whole then works in greater harmony, achieving unprecedented efficiency, unified vision and ultimate impact.

When I first met Courtney, I found a true partner to help develop my firm’s differentiating offering for families: building a strong foundation of trust, communication, and financial preparation to support the technical strategies we build. Over the years, Courtney has provided a customized approach to help many of our families transform their relationship with money, and the way they relate with one another. His intentional approach combined with his understanding of communication styles helps create an environment where our client families feel comfortable. We have also relied on Courtney’s guidance to enhance our internal culture for many years. We couldn’t be happier with what we have built together.

Whitney Kenter, Matter Family Office
Courtney brings a refreshing blend of thoughtful wisdom, insight, and integrity to his professional relationships. I retained Courtney when my practice was going through a particularly tough time. Courtney’s exceptional listening skills, broad knowledge of business fundamentals, and wise guidance helped me transform my practice. As an entrepreneur, manager, and financial practitioner, I can’t think of anyone else I would rather have in my corner. On top of that, I am honored to call him friend.
Richard Kahler, MS, CFP®, CCIM,
Kahler Financial Group