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Understanding Emotional Intelligence and Investor Behavior

Most financial advice is about numbers and logic — “Do you have enough saved for retirement?” “Are you on track to achieve your financial...
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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 take the next step and lead their...
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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 their lives trying to align their values...
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Why Behavioral Finance Is Important for Financial Advisors

The rational investor is anything but. Every day, people make irrational decisions based on emotions — not...
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What Is Behavioral Financial Advice?

Investors today are looking for someone to shepherd them through a complex, uncertain and ever-changing financial world....
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State of the Values, First Edition

Over the last year, think2perform has gathered data from 85,000 values card sessions revealing what people value...
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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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Evolution Of Financial Advice Conference

You can't deny it – the financial advice industry is continuing to change. As the future begins...
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Why the DOL Decision Reversal Doesn’t Matter

Earlier last week, the Department of Justice did not petition the Supreme Court to challenge the US...
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Remembering Jim Choat

Sadly, on June 28th 2017, Jim Choat, one of the co-founders of think2perform, passed away.  Twenty years earlier...
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Second Annual Conference On The Evolution Of Financial Advice

View complete speaker line-up You can't deny it – the financial advice industry is changing. As consumers...
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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...
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