The Blog
What Do You Do When Your Values Conflict?
More than 50,000 people have now completed the Values Exercise. Family, health, and happiness come out on top year after year, in more or...
What Do You Do When Your Values Conflict?
More than 50,000 people have now completed the Values Exercise. Family, health, and happiness come out on top year after year, in more or...
How Behavioral Financial Advice Helps Advisors Serve Business Owners
Financial planning for business owners often includes both the investments outside the company and the role the business plays in the owner’s life. For...
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...
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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...
DOL Webinar Recap
During a webinar held on February 29, 2016, think2peform CEO, Doug Lennick, shared his thoughts with more...
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