The Blog
Behavioral Financial Advice: Beyond Bias Spotting
What Is Behavioral Financial Advice? Behavioral Financial Advice (BFA) is the applied practice of behavioral finance—helping clients align their decisions with their values, goals,...
Behavioral Financial Advice: Beyond Bias Spotting
What Is Behavioral Financial Advice? Behavioral Financial Advice (BFA) is the applied practice of behavioral finance—helping clients align their decisions with their values, goals,...
Behavioral Finance Course: The Key to Client-Centered Advice
The financial advisory profession is undergoing a fundamental shift. Traditional models that rely solely on investment performance and technical planning are being squeezed by...
When Financial Planning Gets Personal: How Values Cards Are Elevating Client Conversations
Most financial advisors have faced this challenge: a prospect seems intrigued, a plan sounds solid, and yet… something’s missing. There’s interest, but not connection....
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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...
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....
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...
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...
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...
Understanding Emotional Intelligence and Investor Behavior
Most financial advice is about numbers and logic — “Do you have enough saved for retirement?” “Are...
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