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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How to plan a successful change initiative
Have you ever worked on an initiative only to find out that you don’t have support from...
Paying Attention Starts Purposeful Change
Purposeful change starts by simply being “aware” that there is a better option or choice to take. ...
Dealing with Change
Change is a concept with lots of different connotations for us. For many of us, it's looked...
Leading Transformational or Incremental Change
It’s been said that the only thing constant is change. Although that is probably not true about...
Welcome Janet Vandenbark
Think2Perform is pleased to announce that Janet Vandenbark has joined our firm as Senior Vice President effective...
Decision Making and Performance
Ever wonder why really talented kids you knew growing up turned out to not live up to...
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