Recent Posts

7.12.2018

Third Annual Evolution of Financial Advice conference

You can't deny it – the financial advice industry is continuing to change. As the future begins to unfold, the opportunity for you is to learn how to create the future that you want versus responding... Read More

6.27.2018

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 Court of Appeals for the 5th Circuit Court’s decision to vacate the Department of Labor’s long... Read More

8.18.2017

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

8.1.2017

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

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