Recent Posts

8.1.2017

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

6.17.2016

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

4.25.2016

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

4.21.2016

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

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