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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 you on track to achieve your financial...
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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 take the next step and lead their...
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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 their lives trying to align their values...
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Keys to Team Effectiveness

There’s no doubt all of us have been part of work groups where team effectiveness has been...
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Firing on All Cylinders

Dennis is one of those friends that, at times, speaks to me in a foreign language. If...
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Three Steps to Team Effectiveness

We’ve all been on effective and ineffective teams.  It’s not surprising as the operation of a team...
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Learning To Reframe Feedback

Early in my professional career, I was on the fast track. I had been promoted a couple...
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How to Manage Emotions When Giving and Receiving Feedback

Most of us have been the victim of a pretty bad “receiving feedback session” and to be...
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Six Ways to Give Feedback Effectively

Several decades ago, I eagerly awaited my first performance review with my boss.  As a newly minted...
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think2perform spotlight – Jim Jensen

I had the opportunity this month to sit down with Jim Jensen and learn more about Jim...
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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...
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The Emotional Power of the New Year

As traditional as the ball dropping in Times Square on New Years Eve, so too is the...
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