Third Annual Evolution of Financial Advice conference
You can't deny it – the financial advice industry is continuing to change. As the future begins to unfold, the opportunity for you is to learn how to create the future that you want versus responding... Read More
Second Annual Conference on the Evolution of Financial Advice
View complete speaker line-upYou can't deny it – the financial advice industry is changing. As consumers demand more transparency, your practice needs to evolve. No matter what happens with DOL... Read More
Using The DOL Fiduciary Standard Ruling As An Opportunity to Transform Your Client Value Proposition.
On June 16, 2016, think2peform CEO, Doug Lennick and Bill Moran CFP® hosted a webinar that featured important steps financial advisors can implement to make their financial planning practice... Read More
Are you stoking or stifling the fire of your employees?
At think2perform, we know businesses recognize a key component of success lies in keeping employees productive and engaged, in other words, motivated to achieve. However, in our work, we’ve seen... Read More
Understanding the Advantages of the DOL Ruling Webinar Recap
During a webinar held April 20, 2016, think2peform CEO, Doug Lennick and Keith Loveland, a nationally recognized attorney, author, consultant and teacher within the financial planning industry,... Read More
Gaining and Retaining Clients in a Changing World
We all know the world, especially the financial services world, has changed drastically in the past few years. We’re now living with constant change. Technology, economic policies, demographics,... Read More
The Certainty of Uncertainty
Gaining a competitive edge using behavioral advice One of Doug Lennick’s and Chuck Wachendorfer’s favorite sayings is: “investments work, but investors don’t.” Doug and Chuck, experts in... Read More
Investments work, Investors don't - the 2014 DALBAR Results
Think2Perform Clients and Friends:I'm excited to share a complementary copy of the DALBAR 2014 Quantitative Analysis of Investor Behavior Study with you. Those of you who have received this... Read More