The Blog
What to Know About Succession Planning for Financial Advisors
Everybody needs to plan for their future. As financial advisors, you help clients achieve their financial goals. But when you own a financial services...
What to Know About Succession Planning for Financial Advisors
Everybody needs to plan for their future. As financial advisors, you help clients achieve their financial goals. But when you own a financial services...
What Leaders Need to Know About Onboarding Financial Advisors
When we think about onboarding financial advisors, we think of it as their first day. It’s also the leader’s first day — the first...
What Is Behavioral Coaching, and How Does It Connect to Your Values?
Our actions dictate our impact in life. And when we align our values and goals, and our goals with our behaviors, we can achieve...
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Six Ways to Give Feedback Effectively
Several decades ago, I eagerly awaited my first performance review with my boss. As a newly minted...
think2perform spotlight – Jim Jensen
I had the opportunity this month to sit down with Jim Jensen and learn more about Jim...
How Our Expectations Shape Our Reality
Years ago, I found myself at a neighborhood cocktail party enjoying a warm, early summer evening with...
The Emotional Power of the New Year
As traditional as the ball dropping in Times Square on New Years Eve, so too is the...
How To Define Your Values
Our values control nearly everything we do and the decisions we make every day – both personally...
Leadership in the Mountains
In ski towns like Vail, Colorado the beginning of ski season is the beginning of the peak...
Using Values to Make Decisions
I think that someone’s values should make up a good part of their personal brand. While some...
Preparing for the Certainty of Uncertainty
Over the past decade, we have been reminded like never before that what lies ahead is uncertain....
Ten Moments Matter
As I look back on the much larger part of my career, I’ve noticed a few important...
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