The Blog
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...
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...
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...
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...
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...
think2perform In The News
Doug recently spoke at the “Take the Lead” event put on by the Bozeman area Chamber of...
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...
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...
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