Blog Category

Performance

Elevating your Practice with Behavioral Financial Coaching 

As the financial services industry evolves, clients are seeking more than just portfolio performance and pie charts....
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Unlocking Business Growth: Developing High Potential Employees Through Emotional Intelligence

In growing a business, success isn’t just about following a plan; the most successful business owners and...
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Understanding Emotional Intelligence and Investor Behavior

Most financial advice is about numbers and logic — “Do you have enough saved for retirement?” “Are...
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Why Behavioral Finance Is Important for Financial Advisors

The rational investor is anything but. Every day, people make irrational decisions based on emotions — not...
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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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