The Blog
From Overwhelmed to On Track: How Founder-Led Firms Can Break the Bottleneck and Scale Smarter
If you're the founder of a growing firm, you've likely worn every hat from advisor to HR manager to head of operations. It's how...
From Overwhelmed to On Track: How Founder-Led Firms Can Break the Bottleneck and Scale Smarter
If you're the founder of a growing firm, you've likely worn every hat from advisor to HR manager to head of operations. It's how...
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...
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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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...
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...
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...
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...
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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