The Blog
Third Annual Evolution Of Financial Advice Conference
You can't deny it – the financial advice industry is continuing to change. As the future begins to unfold, the opportunity for you is...
Third Annual Evolution Of Financial Advice Conference
You can't deny it – the financial advice industry is continuing to change. As the future begins to unfold, the opportunity for you is...
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 Court of Appeals for the 5th Circuit...
Remembering Jim Choat
Sadly, on June 28th 2017, Jim Choat, one of the co-founders of think2perform, passed away. Twenty years earlier it was Jim Choat and Doug Lennick...
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How Our Expectations Shape Our Reality
Years ago, I found myself at a neighborhood cocktail party enjoying a warm, early summer evening with...
The Emotional Power of the New Year
As traditional as the ball dropping in Times Square on New Years Eve, so too is the...
How To Define Your Values
Our values control nearly everything we do and the decisions we make every day – both personally...
Leadership in the Mountains
In ski towns like Vail, Colorado the beginning of ski season is the beginning of the peak...
Using Values to Make Decisions
I think that someone’s values should make up a good part of their personal brand. While some...
Preparing for the Certainty of Uncertainty
Over the past decade, we have been reminded like never before that what lies ahead is uncertain....
Ten Moments Matter
As I look back on the much larger part of my career, I’ve noticed a few important...
Defining the Next Action to Take Creates Goal Achievement Inertia
Honestly, I’m not very good at goal setting because I enjoy the free flowing nature of life...
Stepping Back to Throw Off Discouragement in the Goal Achievement Process
What we think about ourselves truly matters and can be the differentiator in allowing us to achieve...
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