The Blog
State of Values Report Reveals What Truly Drives Today’s Workforce
think2perform’s 2024 report provides a roadmap for understanding what motivates and inspires your team. Minneapolis, MN, Sept. 24, 2024 — think2perform, a leader in business...
State of Values Report Reveals What Truly Drives Today’s Workforce
think2perform’s 2024 report provides a roadmap for understanding what motivates and inspires your team. Minneapolis, MN, Sept. 24, 2024 — think2perform, a leader in business...
What to Know About Succession Planning for Financial Advisors
Everybody needs to plan for their future. As financial advisors, you help clients achieve their financial goals. But when you own a financial services...
What Leaders Need to Know About Onboarding Financial Advisors
When we think about onboarding financial advisors, we think of it as their first day. It’s also the leader’s first day — the first...
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What Is Behavioral Coaching, and How Does It Connect to Your Values?
Our actions dictate our impact in life. And when we align our values and goals, and our...
What Are Team Values, and How Do You Develop Them?
What do we mean when we talk about values in the workplace? Sometimes we mean personal values...
Understanding Emotional Intelligence and Investor Behavior
Most financial advice is about numbers and logic — “Do you have enough saved for retirement?” “Are...
Becoming CEO With a Financial Advisor Development Program
Becoming a successful financial advisor is a significant achievement. But at some point, many advisors want to...
What Is Values-Based Leadership at the Executive Level?
“What are your values?” Answering this question requires careful reflection and consideration. People can spend much of...
Why Behavioral Finance Is Important for Financial Advisors
The rational investor is anything but. Every day, people make irrational decisions based on emotions — not...
What Is Behavioral Financial Advice?
Investors today are looking for someone to shepherd them through a complex, uncertain and ever-changing financial world....
State of the Values, First Edition
Over the last year, think2perform has gathered data from 85,000 values card sessions revealing what people value...
Don’t Wait For Someone Else To Fix It: 8 Essentials to Enhance Your Leadership Impact at Work, Home, and Anywhere Else That Needs You
Authored by Doug Lennick and Chuck Wachendorfer “Lennick and Wachendorfer have boiled down the ‘8 Essentials’ anyone...
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