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....
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....
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...
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...
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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...
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...
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...
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