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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 â€” think2perform, a leader in business...
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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 â€” think2perform, a leader in business...
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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...
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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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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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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...
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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...
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DOL Webinar Recap

During a webinar held on February 29, 2016, think2peform CEO, Doug Lennick, shared his thoughts with more...
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Locked in a Groundhog’s Day Loop?

In the movie Groundhog’s Day, Bill Murray’s character slogs through a repetitive daily cycle he cannot break....
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