The Blog
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...
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...
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...
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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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...
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...
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