The Blog
Reframing Accountability: From Fear to Support
Accountability. It’s a word that often evokes fear, conjuring images of micromanagement, finger-pointing, and high-stakes evaluations. But in Episode 67 of the Making the...
Reframing Accountability: From Fear to Support
Accountability. It’s a word that often evokes fear, conjuring images of micromanagement, finger-pointing, and high-stakes evaluations. But in Episode 67 of the Making the...
Elevating your Practice with Behavioral Financial Coaching
As the financial services industry evolves, clients are seeking more than just portfolio performance and pie charts. They desire a deeper connection—a values-based approach...
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 executives know that it’s about leaders finding...
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State of Values Report Reveals What Truly Drives Today’s Workforce
think2perform’s 2024 report provides a roadmap for understanding what motivates and inspires your team. Minneapolis, MN, Sept....
What to Know About Succession Planning for Financial Advisors
Everybody needs to plan for their future. As financial advisors, you help clients achieve their financial goals....
What Leaders Need to Know About Onboarding Financial Advisors
When we think about onboarding financial advisors, we think of it as their first day. It’s also...
What Is Behavioral Coaching, and How Does It Connect to Your Values?
Our actions dictate our impact in life. And when we align our values and goals, and our...
What Are Team Values, and How Do You Develop Them?
What do we mean when we talk about values in the workplace? Sometimes we mean personal values...
Understanding Emotional Intelligence and Investor Behavior
Most financial advice is about numbers and logic — “Do you have enough saved for retirement?” “Are...
Becoming CEO With a Financial Advisor Development Program
Becoming a successful financial advisor is a significant achievement. But at some point, many advisors want to...
What Is Values-Based Leadership at the Executive Level?
“What are your values?” Answering this question requires careful reflection and consideration. People can spend much of...
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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