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What Do You Do When Your Values Conflict?

More than 50,000 people have now completed the Values Exercise. Family, health, and happiness come out on top year after year, in more or...
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How Behavioral Financial Advice Helps Advisors Serve Business Owners

Financial planning for business owners often includes both the investments outside the company and the role the business plays in the owner’s life. For...
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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...
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Preparing for the Certainty of Uncertainty

Over the past decade, we have been reminded like never before that what lies ahead is uncertain....
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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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