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
DOL Webinar Recap
During a webinar held on February 29, 2016, think2peform CEO, Doug Lennick, shared his thoughts with more than 350 financial professionals on how to address impending industry changes. The following... Read More
Locked in a Groundhog's Day Loop?
In the movie Groundhog’s Day, Bill Murray’s character slogs through a repetitive daily cycle he cannot break. Sound familiar? If you’re stuck in an unsatisfying loop where goals remain unreachable... 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