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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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Living Your Legacy: Why the Future of Advice Is About More Than Money

The financial services profession has come a long way from the early days of transactional planning to a revolution that made comprehensive advice a...
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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,...
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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...
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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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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...
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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...
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Why Behavioral Finance Is Important for Financial Advisors

The rational investor is anything but. Every day, people make irrational decisions based on emotions — not...
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What Is Behavioral Financial Advice?

Investors today are looking for someone to shepherd them through a complex, uncertain and ever-changing financial world....
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State of the Values, First Edition

Over the last year, think2perform has gathered data from 85,000 values card sessions revealing what people value...
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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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