The Blog
Behavioral Financial Advice: Beyond Bias Spotting
What Is Behavioral Financial Advice? Behavioral Financial Advice (BFA) is the applied practice of behavioral finance—helping clients align their decisions with their values, goals,...
Behavioral Financial Advice: Beyond Bias Spotting
What Is Behavioral Financial Advice? Behavioral Financial Advice (BFA) is the applied practice of behavioral finance—helping clients align their decisions with their values, goals,...
Behavioral Finance Course: The Key to Client-Centered Advice
The financial advisory profession is undergoing a fundamental shift. Traditional models that rely solely on investment performance and technical planning are being squeezed by...
When Financial Planning Gets Personal: How Values Cards Are Elevating Client Conversations
Most financial advisors have faced this challenge: a prospect seems intrigued, a plan sounds solid, and yet… something’s missing. There’s interest, but not connection....
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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...
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...
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...
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