The Blog
What Do You Do When Your Values Conflict?
More than 50,000 people have now completed the Values Exercise. Family, health, and happiness come out on top year after year, in more or...
What Do You Do When Your Values Conflict?
More than 50,000 people have now completed the Values Exercise. Family, health, and happiness come out on top year after year, in more or...
How Behavioral Financial Advice Helps Advisors Serve Business Owners
Financial planning for business owners often includes both the investments outside the company and the role the business plays in the owner’s life. For...
Behavioral Financial Advice for Lasting Client Impact
Financial advice is no longer just about managing assets. Clients expect more—peace of mind, better decision-making, and guidance that aligns their money with their...
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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...
What Is Behavioral Financial Advice?
Investors today are looking for someone to shepherd them through a complex, uncertain and ever-changing financial world....
State of the Values, First Edition
Over the last year, think2perform has gathered data from 85,000 values card sessions revealing what people value...
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