The Blog
The RIA Broker-Dealer M&A Boom: What’s Next for 2025 and Beyond?
The financial services industry is undergoing rapid transformation, with record-breaking merger and acquisition (M&A) activity reshaping the landscape. The surge in transactions, fueled by...
The RIA Broker-Dealer M&A Boom: What’s Next for 2025 and Beyond?
The financial services industry is undergoing rapid transformation, with record-breaking merger and acquisition (M&A) activity reshaping the landscape. The surge in transactions, fueled by...
Closing the Engagement Gap: How Values-Driven Fractional Leadership is Transforming HR, Sales, and Operations
Employee engagement is at a ten-year low, with leaders struggling to provide clarity, foster care, and encourage development. This results in decreased performance and...
Unlocking Business Growth with think2perform’s Fractional Sales Leader
Organizations are constantly searching for ways to optimize performance and drive revenue growth. Some of the ways organizations have been able to do this...
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What is Fractional Leadership? A Strategic Approach to Growth
As businesses evaluate how to grow a heavy emphasis is placed on the leaders in the organization....
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...
Elevating your Practice with Behavioral Financial CoachingÂ
As the financial services industry evolves, clients are seeking more than just portfolio performance and pie charts....
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...
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...
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