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The Blog

What Do You Do When Your Values Conflict?

More than 50,000 people have now completed the Values Exercise. Family, health, and happiness come out on top year after year, in more or...
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How Behavioral Financial Advice Helps Advisors Serve Business Owners

Financial planning for business owners often includes both the investments outside the company and the role the business plays in the owner’s life. For...
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Behavioral Financial Advice for Lasting Client Impact

Financial advice is no longer just about managing assets. Clients expect more—peace of mind, better decision-making, and guidance that aligns their money with their...
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Locked in a Groundhog’s Day Loop?

In the movie Groundhog’s Day, Bill Murray’s character slogs through a repetitive daily cycle he cannot break....
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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...
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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...
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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...
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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...
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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...
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Keys to Team Effectiveness

There’s no doubt all of us have been part of work groups where team effectiveness has been...
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Firing on All Cylinders

Dennis is one of those friends that, at times, speaks to me in a foreign language. If...
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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...
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