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Enhancing Client Outcomes: The Power of Integrating Money, Health, and Happiness

In a time marked by market volatility and emotional fatigue, financial professionals are facing a new challenge: helping clients navigate uncertainty not just with...
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Elevate Your Team’s Success with Behavioral Financial Advice

In today’s unpredictable market, one truth remains constant: emotions drive decisions. For financial advisory firms, this reality poses both a challenge and an opportunity—especially...
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Elevating Performance Through Values-Based Leadership

True leadership extends beyond strategy and execution; it is rooted in values and emotional intelligence. In a recent conversation, we explored the essential principles...
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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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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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