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Third Annual Evolution Of Financial Advice Conference

You can't deny it – the financial advice industry is continuing to change. As the future begins...
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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...
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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...
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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...
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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...
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The Certainty Of Uncertainty

Gaining a competitive edge using behavioral advice   One of Doug Lennick’s and Chuck Wachendorfer’s favorite sayings is: “investments...
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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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Investments work, Investors don’t – the 2014 DALBAR Results

Think2Perform Clients and Friends: I'm excited to share a complementary copy of the DALBAR 2014 Quantitative Analysis...
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Keys to Team Effectiveness

There’s no doubt all of us have been part of work groups where team effectiveness has been...
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