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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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Living Your Legacy: Why the Future of Advice Is About More Than Money

The financial services profession has come a long way from the early days of transactional planning to a revolution that made comprehensive advice a...
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Behavioral Financial Advice: Beyond Bias Spotting

What Is Behavioral Financial Advice? Behavioral Financial Advice (BFA) is the applied practice of behavioral finance—helping clients align their decisions with their values, goals,...
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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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Learning To Reframe Feedback

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