The Blog
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...
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...
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....
How Behavioral Financial Advice Improves Client Follow-Through and Plan SuccessÂ
Most financial advisors have experienced the frustration: a well-crafted financial plan is presented, the client nods with enthusiasm, and then… nothing. No action. No...
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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...
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:...
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...
Elevating Performance Through Values-Based Leadership
True leadership extends beyond strategy and execution; it is rooted in values and emotional intelligence. In a...
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...
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...
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...
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....
Reframing Accountability: From Fear to Support
Accountability. It’s a word that often evokes fear, conjuring images of micromanagement, finger-pointing, and high-stakes evaluations. But...
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