Blog

The Blog

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....
Read More

How Behavioral Financial Advice Improves Client Follow-Through and Plan Success 

Most financial advisors have experienced the frustration: a well-crafted financial plan is presented, the client nods with enthusiasm, and then… nothing. No action. No...
Read More

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...
Read More

Keys to Team Effectiveness

There’s no doubt all of us have been part of work groups where team effectiveness has been...
Read More

Firing on All Cylinders

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

Three Steps to Team Effectiveness

We’ve all been on effective and ineffective teams.  It’s not surprising as the operation of a team...
Read More

Learning To Reframe Feedback

Early in my professional career, I was on the fast track. I had been promoted a couple...
Read More

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...
Read More

Six Ways to Give Feedback Effectively

Several decades ago, I eagerly awaited my first performance review with my boss.  As a newly minted...
Read More

think2perform spotlight – Jim Jensen

I had the opportunity this month to sit down with Jim Jensen and learn more about Jim...
Read More

How Our Expectations Shape Our Reality

Years ago, I found myself at a neighborhood cocktail party enjoying a warm, early summer evening with...
Read More

The Emotional Power of the New Year

As traditional as the ball dropping in Times Square on New Years Eve, so too is the...
Read More

Begin the journey to your ideal self, today.

Want to learn more about our professional coaching, leadership consulting and performance-enhancing tools? Contact Us