Blog Category

Leadership

What Are Team Values, and How Do You Develop Them?

What do we mean when we talk about values in the workplace? Sometimes we mean personal values...
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Becoming CEO With a Financial Advisor Development Program

Becoming a successful financial advisor is a significant achievement‌. But at some point, many advisors want to...
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What Is Values-Based Leadership at the Executive Level?

“What are your values?” Answering this question requires careful reflection and consideration. People can spend much of...
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What Is Behavioral Financial Advice?

Investors today are looking for someone to shepherd them through a complex, uncertain and ever-changing financial world....
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State of the Values, First Edition

Over the last year, think2perform has gathered data from 85,000 values card sessions revealing what people value...
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Don’t Wait For Someone Else To Fix It: 8 Essentials to Enhance Your Leadership Impact at Work, Home, and Anywhere Else That Needs You

Authored by Doug Lennick and Chuck Wachendorfer “Lennick and Wachendorfer have boiled down the ‘8 Essentials’ anyone...
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Why the DOL Decision Reversal Doesn’t Matter

Earlier last week, the Department of Justice did not petition the Supreme Court to challenge the US...
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Remembering Jim Choat

Sadly, on June 28th 2017, Jim Choat, one of the co-founders of think2perform, passed away.  Twenty years earlier...
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DOL Webinar Recap

During a webinar held on February 29, 2016, think2peform CEO, Doug Lennick, shared his thoughts with more...
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