think2perform

Our values expand and shift over time. For Ryan Goulart, the shift came when he realized that simply pursuing education wasn’t enough. “The pursuit of education for education’s sake wasn’t serving me all that well,” he says. That’s when he began to value achievement over learning alone. This shift from learning to applying knowledge is something many professionals experience in mid-career — demonstrating that our growth isn’t just theoretical: it’s tangible. How have your values shifted as you’ve grown in your career? #CareerGrowth #Values #Achievement

As leaders, we often forget what it's like to be unskilled or unsure in areas we’ve mastered. Too often, we take a "hands-off" approach during onboarding — giving direction and expecting results without truly guiding new team members through the process. But real leadership happens when we’re willing to get in the trenches with our people, says Elena Beckius, BFA. 💪 🤝 Being "hip to hip" with your team means: - Modeling the behaviors and skills you expect. - Demonstrating, not just directing. - Building confidence and reducing uncertainty in new hires. Don’t leave new hires guessing what you want from them. Show them the way. How are you supporting your team during onboarding? #Leadership #Onboarding #TeamDevelopment #LeadByExample

How are younger generations balancing a craving for financial stability with social media-fueled consumerism? Kim Lear breaks down these contradictions in a recent episode of the Making the Ideal Real podcast. Listen today for insights on navigating generational change. 🎧 Catch the full episode via the link in the comments! #FinancialSecurity #GenZ #Podcast

Our personal values not only shape who we are, but also influence how we live, work and connect. That’s why we’ve gathered insights from over 15,000 people to uncover the trends that define personal and professional growth today. Whether you’re leading a team, building your career or striving for personal growth, understanding these shifts can help you create more meaningful impact. Check out the full report for all the insights — link in the comments! 👇 #Values #Priorities #Leadership #ProfessionalDevelopment

This October, expand your leadership skills, elevate your business and connect with top professionals at the Evolve Conference in Minneapolis! Gain insights into behavioral financial advice, leadership strategies and managing client relationships — all from industry visionaries. With a mix of keynotes, breakouts and networking opportunities, you’ll walk away with actionable tools to enhance your practice. 🗓️ October 29-30, 2024 📍 Marriott City Center, Minneapolis 👉 Follow the link in the comments to register now to secure your spot! #Leadership #FinancialAdvising #BehavioralFinance #BusinessGrowth

Despite differences in background and experience, we all share a common goal, says Doug Lennick: to be the best version of ourselves. Life’s experiences can sometimes weigh us down, but deep down, people genuinely strive to be good. It’s about removing the “barnacles” that life places on us and finding our way back to our true selves. What steps are you taking to rediscover the best version of you? 👉 Download the State of Values Report 2024 in the comments. #Leadership #PersonalGrowth #Values

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