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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Becoming CEO With a Financial Advisor Development Program
Becoming a successful financial advisor is a significant achievement. But at some point, many advisors want to...
What Is Values-Based Leadership at the Executive Level?
“What are your values?” Answering this question requires careful reflection and consideration. People can spend much of...
Why Behavioral Finance Is Important for Financial Advisors
The rational investor is anything but. Every day, people make irrational decisions based on emotions — not...
What Is Behavioral Financial Advice?
Investors today are looking for someone to shepherd them through a complex, uncertain and ever-changing financial world....
State of the Values, First Edition
Over the last year, think2perform has gathered data from 85,000 values card sessions revealing what people value...
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...
Evolution Of Financial Advice Conference
You can't deny it – the financial advice industry is continuing to change. As the future begins...
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...
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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