Recent Posts


Remembering Jim Choat

Sadly, on June 28th 2017, Jim Choat, one of the co-founders of think2perform, passed away.  Twenty years earlier it was Jim Choat and Doug Lennick who conceived of the company that is now... Read More


Second Annual Conference on the Evolution of Financial Advice

View complete speaker line-upYou can't deny it – the financial advice industry is changing. As consumers demand more transparency, your practice needs to evolve. No matter what happens with DOL... Read More


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 important steps financial advisors can implement to make their financial planning practice... Read More


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 engaged, in other words, motivated to achieve. However, in our work, we’ve seen... Read More