The Blog
What Do You Do When Your Values Conflict?
More than 50,000 people have now completed the Values Exercise. Family, health, and happiness come out on top year after year, in more or...
What Do You Do When Your Values Conflict?
More than 50,000 people have now completed the Values Exercise. Family, health, and happiness come out on top year after year, in more or...
How Behavioral Financial Advice Helps Advisors Serve Business Owners
Financial planning for business owners often includes both the investments outside the company and the role the business plays in the owner’s life. For...
Behavioral Financial Advice for Lasting Client Impact
Financial advice is no longer just about managing assets. Clients expect more—peace of mind, better decision-making, and guidance that aligns their money with their...
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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...
Elevating your Practice with Behavioral Financial Coaching
As the financial services industry evolves, clients are seeking more than just portfolio performance and pie charts....
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...
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....
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....
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