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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...
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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...
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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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Defining the Next Action to Take Creates Goal Achievement Inertia

Honestly, I’m not very good at goal setting because I enjoy the free flowing nature of life...
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Stepping Back to Throw Off Discouragement in the Goal Achievement Process

What we think about ourselves truly matters and can be the differentiator in allowing us to achieve...
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WealthCare: Understanding the Health and Wealth Connection

For the last several years I have been seeing the connection to the health care and wealth...
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Welcome Neil Taylor

Think2Perfrom is pleased to announce that Neil Taylor, Senior Vice President, as a new member of our...
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Welcome Dave Meldahl

We are very pleased to announce that Dave Meldahl, M.Ed. has joined the think2perform team as Sr....
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Welcome Jon Randall

We are very pleased to announce that Jon Randall, CMC® as a new Senior Vice President with...
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The Secret to Goal Achievement

We hear from successful people often about the importance of setting goals. How having goals is motivating,...
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Decision Making Matters

Been to that high school reunion and run into the "most likely to succeed" from your class or...
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Best Possible Outcomes

Most of us set or are given goals at work each year and it’s a good idea...
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