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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...
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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...
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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...
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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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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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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...
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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...
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WealthCare: Understanding the Health and Wealth Connection

For the last several years I have been seeing the connection to the health care and wealth...
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Welcome Neil Taylor

Think2Perfrom is pleased to announce that Neil Taylor, Senior Vice President, as a new member of our...
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Welcome Dave Meldahl

We are very pleased to announce that Dave Meldahl, M.Ed. has joined the think2perform team as Sr....
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Welcome Jon Randall

We are very pleased to announce that Jon Randall, CMC® as a new Senior Vice President with...
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The Secret to Goal Achievement

We hear from successful people often about the importance of setting goals. How having goals is motivating,...
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Decision Making Matters

Been to that high school reunion and run into the "most likely to succeed" from your class or...
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