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The Blog

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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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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Elevating Performance Through Values-Based Leadership

True leadership extends beyond strategy and execution; it is rooted in values and emotional intelligence. In a recent conversation, we explored the essential principles...
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The RIA Broker-Dealer M&A Boom: What’s Next for 2025 and Beyond?

The financial services industry is undergoing rapid transformation, with record-breaking merger and acquisition (M&A) activity reshaping the landscape. The surge in transactions, fueled by...
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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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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...
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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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think2perform In The News

Doug recently spoke at the “Take the Lead” event put on by the Bozeman area Chamber of...
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Investments work, Investors don’t – the 2014 DALBAR Results

Think2Perform Clients and Friends: I'm excited to share a complementary copy of the DALBAR 2014 Quantitative Analysis...
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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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