The Blog
Elevate Your Team’s Success with Behavioral Financial Advice
In today’s unpredictable market, one truth remains constant: emotions drive decisions. For financial advisory firms, this reality poses both a challenge and an opportunity—especially...
Elevate Your Team’s Success with Behavioral Financial Advice
In today’s unpredictable market, one truth remains constant: emotions drive decisions. For financial advisory firms, this reality poses both a challenge and an opportunity—especially...
Elevating Performance Through Values-Based Leadership
True leadership extends beyond strategy and execution; it is rooted in values and emotional intelligence. In a recent conversation, we explored the essential principles...
The RIA Broker-Dealer M&A Boom: What’s Next for 2025 and Beyond?
The financial services industry is undergoing rapid transformation, with record-breaking merger and acquisition (M&A) activity reshaping the landscape. The surge in transactions, fueled by...
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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...
How To Define Your Values
Our values control nearly everything we do and the decisions we make every day – both personally...
Leadership in the Mountains
In ski towns like Vail, Colorado the beginning of ski season is the beginning of the peak...
Using Values to Make Decisions
I think that someone’s values should make up a good part of their personal brand. While some...
Preparing for the Certainty of Uncertainty
Over the past decade, we have been reminded like never before that what lies ahead is uncertain....
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