The Blog
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...
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...
Enhancing Client Outcomes: The Power of Integrating Money, Health, and Happiness
In a time marked by market volatility and emotional fatigue, financial professionals are facing a new challenge: helping clients navigate uncertainty not just with...
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...
Browse by Category
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....
Ten Moments Matter
As I look back on the much larger part of my career, I’ve noticed a few important...
Defining the Next Action to Take Creates Goal Achievement Inertia
Honestly, I’m not very good at goal setting because I enjoy the free flowing nature of life...
Stepping Back to Throw Off Discouragement in the Goal Achievement Process
What we think about ourselves truly matters and can be the differentiator in allowing us to achieve...
WealthCare: Understanding the Health and Wealth Connection
For the last several years I have been seeing the connection to the health care and wealth...
Welcome Neil Taylor
Think2Perfrom is pleased to announce that Neil Taylor, Senior Vice President, as a new member of our...
Welcome Dave Meldahl
We are very pleased to announce that Dave Meldahl, M.Ed. has joined the think2perform team as Sr....
Welcome Jon Randall
We are very pleased to announce that Jon Randall, CMC® as a new Senior Vice President with...
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