Blog

The Blog

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...
Read More

What Is Behavioral Coaching, and How Does It Connect to Your Values?

Our actions dictate our impact in life. And when we align our values and goals, and our goals with our behaviors, we can achieve...
Read More

What Are Team Values, and How Do You Develop Them?

What do we mean when we talk about values in the workplace? Sometimes we mean personal values — what’s most important to you and...
Read More

Remembering Jim Choat

Sadly, on June 28th 2017, Jim Choat, one of the co-founders of think2perform, passed away.  Twenty years earlier...
Read More

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...
Read More

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...
Read More

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...
Read More

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...
Read More

DOL Webinar Recap

During a webinar held on February 29, 2016, think2peform CEO, Doug Lennick, shared his thoughts with more...
Read More

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....
Read More

The Certainty Of Uncertainty

Gaining a competitive edge using behavioral advice   One of Doug Lennick’s and Chuck Wachendorfer’s favorite sayings is: “investments...
Read More

Gaining And Retaining Clients In A Changing World

We all know the world, especially the financial services world, has changed drastically in the past few...
Read More

Begin the journey to your ideal self, today.

Want to learn more about our professional coaching, leadership consulting and performance-enhancing tools? Contact Us