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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Remembering Jim Choat
Sadly, on June 28th 2017, Jim Choat, one of the co-founders of think2perform, passed away. Twenty years earlier...
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...
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...
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...
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...
DOL Webinar Recap
During a webinar held on February 29, 2016, think2peform CEO, Doug Lennick, shared his thoughts with more...
Locked in a Groundhog’s Day Loop?
In the movie Groundhog’s Day, Bill Murray’s character slogs through a repetitive daily cycle he cannot break....
The Certainty Of Uncertainty
Gaining a competitive edge using behavioral advice One of Doug Lennick’s and Chuck Wachendorfer’s favorite sayings is: “investments...
Gaining And Retaining Clients In A Changing World
We all know the world, especially the financial services world, has changed drastically in the past few...
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