The Blog
From Overwhelmed to On Track: How Founder-Led Firms Can Break the Bottleneck and Scale Smarter
If you're the founder of a growing firm, you've likely worn every hat from advisor to HR manager to head of operations. It's how...
From Overwhelmed to On Track: How Founder-Led Firms Can Break the Bottleneck and Scale Smarter
If you're the founder of a growing firm, you've likely worn every hat from advisor to HR manager to head of operations. It's how...
Enhancing Client Outcomes: The Power of Integrating Money, Health, and Happiness
In a time marked by market volatility and emotional fatigue, financial professionals are facing a new challenge: helping clients navigate uncertainty not just with...
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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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...
How to Manage Emotions When Giving and Receiving Feedback
Most of us have been the victim of a pretty bad “receiving feedback session” and to be...
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...
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