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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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....
Ten Moments Matter
As I look back on the much larger part of my career, I’ve noticed a few important...
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