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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 in Episode 67 of the Making the...
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Elevating your Practice with Behavioral Financial Coaching 

As the financial services industry evolves, clients are seeking more than just portfolio performance and pie charts. They desire a deeper connection—a values-based approach...
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Unlocking Business Growth: Developing High Potential Employees Through Emotional Intelligence

In growing a business, success isn’t just about following a plan; the most successful business owners and executives know that it’s about leaders finding...
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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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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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