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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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...
DOL Webinar Recap
During a webinar held on February 29, 2016, think2peform CEO, Doug Lennick, shared his thoughts with more...
Locked in a Groundhog’s Day Loop?
In the movie Groundhog’s Day, Bill Murray’s character slogs through a repetitive daily cycle he cannot break....
The Certainty Of Uncertainty
Gaining a competitive edge using behavioral advice One of Doug Lennick’s and Chuck Wachendorfer’s favorite sayings is: “investments...
Gaining And Retaining Clients In A Changing World
We all know the world, especially the financial services world, has changed drastically in the past few...
Leading Extraordinary Performance
Recently Doug Lennick, CEO of think2perform, and Don MacPherson, President of Modern Survey, hosted a webinar on the 9 Principles for Leading Extraordinary...
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