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Behavioral Financial Advice: Beyond Bias Spotting

What Is Behavioral Financial Advice? Behavioral Financial Advice (BFA) is the applied practice of behavioral finance—helping clients align their decisions with their values, goals,...
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Behavioral Finance Course: The Key to Client-Centered Advice

The financial advisory profession is undergoing a fundamental shift. Traditional models that rely solely on investment performance and technical planning are being squeezed by...
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When Financial Planning Gets Personal: How Values Cards Are Elevating Client Conversations

Most financial advisors have faced this challenge: a prospect seems intrigued, a plan sounds solid, and yet… something’s missing. There’s interest, but not connection....
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How Behavioral Financial Advice Improves Client Follow-Through and Plan Success 

Most financial advisors have experienced the frustration: a well-crafted financial plan is presented, the client nods with...
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From Overwhelmed to On Track: How Founder-Led Firms Can Break the Bottleneck and Scale Smarter

If you're the founder of a growing firm, you've likely worn every hat from advisor to HR...
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Enhancing Client Outcomes: The Power of Integrating Money, Health, and Happiness

In a time marked by market volatility and emotional fatigue, financial professionals are facing a new challenge:...
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Elevate Your Team’s Success with Behavioral Financial Advice

In today’s unpredictable market, one truth remains constant: emotions drive decisions. For financial advisory firms, this reality...
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Elevating Performance Through Values-Based Leadership

True leadership extends beyond strategy and execution; it is rooted in values and emotional intelligence. In a...
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The RIA Broker-Dealer M&A Boom: What’s Next for 2025 and Beyond?

The financial services industry is undergoing rapid transformation, with record-breaking merger and acquisition (M&A) activity reshaping the...
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Closing the Engagement Gap: How Values-Driven Fractional Leadership is Transforming HR, Sales, and Operations

Employee engagement is at a ten-year low, with leaders struggling to provide clarity, foster care, and encourage...
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Unlocking Business Growth with think2perform’s Fractional Sales Leader

Organizations are constantly searching for ways to optimize performance and drive revenue growth. Some of the ways...
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What is Fractional Leadership? A Strategic Approach to Growth

As businesses evaluate how to grow a heavy emphasis is placed on the leaders in the organization....
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