think2perform

As financial advisors, we're great at planning for others’ retirements — but what about our own? Listen in as think2perform SVP Alan Lennick CFP®, BFA™ digs into the emotional challenge of stepping away from a career that’s shaped your identity. You understand the logistics of retirement better than most. But the personal shift? That’s the real hurdle. How have you handled shifts in your professional identity? #SuccessionPlanning #Retirement #FinancialAdvisors

We’re thrilled to welcome Kim Lear to the latest episode of the Making the Ideal Real podcast! 🌟 Kim is known for her deep insights into generational trends, workplace evolution and the shifting values that shape how we live and work today. Whether you're a business leader, HR professional or someone looking to better understand the multi-generational workforce, this conversation is packed with actionable insights. Tune in to learn how generational differences are shaped by culture, and what that means for life and work. 👉 Listen to the full episode via the link in the comments! #Podcast #Leadership #WorkplaceCulture

What truly drives success? At think2perform, we believe that the key to better performance — both personally and professionally — lies in understanding the values that drive us. That's why we’re excited to share the second annual State of Values Report, a comprehensive look at how what we value differs across generations, genders and industries. How do your personal values compare? Follow the link in the comments to explore the research and get your copy of the State of Values 2024 Report! #Values #Priorities #Leadership #Performance

📊 Evolve Session: Systemizing Your BFA Experience 📊 Ready to elevate your behavioral financial advising (BFA) practice? Join Ryan Ash, CFP®, CAP®, FIC, RICP®, CEPA and Dawn Benko, ChFC®, RICP®, BFA, co-founders of Entirety Wealth Solutions, as they share proven strategies to streamline the BFA process and help your clients achieve lasting financial clarity. With over a decade of experience, Ryan and Dawn specialize in guiding clients through retirement planning, wealth accumulation and aligning financial goals with life dreams. It’s not just about numbers — it’s about empowering your clients to reach their full potential. 🗓 Don’t miss this breakout session at Evolve! #BehavioralFinance #FinancialPlanning #WealthManagement #FinancialAdvisors

Why is it important to communicate your values to candidates and new hires upfront? “We know that when we’re clear about where we’re going, and it’s compelling, and it’s meaningful, and if it’s — even better — aligned with what’s important to them, we often get their best efforts as professionals,” says Elena Beckius, BFA, senior VP at think2perform. How are you opening the values conversation during the hiring process? #Values #Candidates #NewHire #HiringProcess

Succession planning isn’t just a transition: it’s a transformation. Every successful passing of the torch from one leader to another starts with getting everyone on the same page. That's why think2perform senior VP Victoria Michalski suggests what she calls surround sound coaching to ensure a seamless handoff. If you're thinking about succession planning, it's never too early to start! #SuccessionPlanning #FinancialServices #Leadership #BusinessGrowth

Do our core values influence our success? At think2perform, we’re passionate about understanding what drives people — and our second annual State of Values Report uncovers exactly how values like personal growth, financial security and care for others shape our lives and careers. What we found is both inspiring and eye-opening. Are you ready to see how your values align? Stay tuned — the full report is coming soon! Which core value do you think impacts your success the most? Share in the comments below. #Values #PersonalGrowth #Priorities

True leadership is about expanding your impact beyond yourself. For Elena Beckius, BFA, helping other financial advisors succeed became more fulfilling than her individual achievements. “If I helped a new advisor do the same thing with one client, that could turn into two clients, then three, and 100,” she says. Great leaders multiply their impact across a broader spectrum, empowering others to succeed. How are you expanding your impact? #Leadership #Impact #Mentorship #FinancialAdvisors

🌟 Helping clients align their financial behaviors with their values is key to long-term success. Swipe through for actionable steps on coaching behavior change, and start guiding your clients toward better financial outcomes today! 💼📈 #FinancialAdvisors #BehavioralCoaching #ClientSuccess #FinancialPlanning

What is the psychology of investor behavior? Understanding this concept helps financial advisors diagnose why investors make irrational decisions — and develop strategies to overcome these tendencies. Traditional financial advice, however, doesn’t take much time to consider psychology. The traditional approach assumes that investors will always make rational decisions based on logical reasoning. But this overlooks factors such as cognitive biases, social pressures and our biological reaction systems. “When we get excited about something, our opportunity system is turned on; when we get frightened, our danger system is turned on,” says think2perform CEO Doug Lennick. “Both disable our ability to think clearly, and therefore, we will sometimes make irrational decisions.” This lack of consideration for emotional decision-making can lead to poor investment choices. Investors may buy or sell based on the day’s events rather than sticking to fundamentals. They may chase market trends, succumb to fear during downturns or become overly optimistic during bull markets. How have you applied psychology to your financial advising practice? #FinancialAdvisors #BehavioralCoaching #ClientSuccess #FinancialPlanning