Case Studies
How BFA Helps Yohance Harrison Grow His Practice and Himself
The Behavioral Financial Advice (BFA) program and Values Card exercise from think2perform has helped Money Script Wealth...
Behavioral Financial Advice
Client: Wealth Enhancement Group Wealth Enhancement Group's desire to help clients make the best decisions in accordance...
Strategic Planning
Client: Walker West Music Academy With a move to a new facility on the horizon, Walker West...
Professional Coaching & Team Effectiveness
Client: Nationally Recognized Art Non-profit For her new role, the Executive Director was in search of coaching....
Leadership Training & Professional Coaching
Client: ActiFi As ActiFi was forming in 2002, the founders knew establishing a solid organizational foundation and...
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