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...
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...
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...
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...
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...
think2perform In The News
Doug recently spoke at the “Take the Lead” event put on by the Bozeman area Chamber of...
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...
Keys to Team Effectiveness
There’s no doubt all of us have been part of work groups where team effectiveness has been...
Firing on All Cylinders
Dennis is one of those friends that, at times, speaks to me in a foreign language. If...
Three Steps to Team Effectiveness
We’ve all been on effective and ineffective teams. It’s not surprising as the operation of a team...
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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