Blog Category
Performance
Understanding Emotional Intelligence and Investor Behavior
Most financial advice is about numbers and logic — “Do you have enough saved for retirement?” “Are...
Why Behavioral Finance Is Important for Financial Advisors
The rational investor is anything but. Every day, people make irrational decisions based on emotions — not...
Evolution Of Financial Advice Conference
You can't deny it – the financial advice industry is continuing to change. As the future begins...
Second Annual Conference On The Evolution Of Financial Advice
View complete speaker line-up You can't deny it – the financial advice industry is changing. As consumers...
Using The DOL Fiduciary Standard Ruling As An Opportunity To Transform Your Client Value Proposition
On June 16, 2016, think2peform CEO, Doug Lennick and Bill Moran CFP® hosted a webinar that featured...
Are You Stoking Or Stifling The Fire Of Your Employees?
At think2perform, we know businesses recognize a key component of success lies in keeping employees productive and...
Understanding The Advantages Of The DOL Ruling Webinar Recap
During a webinar held April 20, 2016, think2peform CEO, Doug Lennick and Keith Loveland, a nationally recognized...
The Certainty Of Uncertainty
Gaining a competitive edge using behavioral advice One of Doug Lennick’s and Chuck Wachendorfer’s favorite sayings is: “investments...
Gaining And Retaining Clients In A Changing World
We all know the world, especially the financial services world, has changed drastically in the past few...
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