The Blog
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...
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...
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...
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...
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...
The Secret to Goal Achievement
We hear from successful people often about the importance of setting goals. How having goals is motivating,...
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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