The Blog
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,...
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,...
Behavioral Finance Course: The Key to Client-Centered Advice
The financial advisory profession is undergoing a fundamental shift. Traditional models that rely solely on investment performance and technical planning are being squeezed by...
When Financial Planning Gets Personal: How Values Cards Are Elevating Client Conversations
Most financial advisors have faced this challenge: a prospect seems intrigued, a plan sounds solid, and yet… something’s missing. There’s interest, but not connection....
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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...
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...
How Millennials Use Values to Make Better Decisions with Their Money and Their Life
Much has been written about how the millennial generation behaves, but there has been little written about...
Utilizing Resiliency Sets You Apart When Adapting to Any Life Changes
Changes, great and small, happen in our lives nearly every day. Thankfully, we have a choice in...
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