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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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...
Best Possible Outcomes
Most of us set or are given goals at work each year and it’s a good idea...
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