Recent Posts
Third Annual Evolution of Financial Advice conference
You can't deny it – the financial advice industry is continuing to change. As the future begins to unfold, the opportunity for you is to learn how to create the future that you want versus responding... Read More
Why the DOL Decision Reversal Doesn’t Matter
Earlier last week, the Department of Justice did not petition the Supreme Court to challenge the US Court of Appeals for the 5th Circuit Court’s decision to vacate the Department of Labor’s long... Read More
Remembering Jim Choat
Sadly, on June 28th 2017, Jim Choat, one of the co-founders of think2perform, passed away. Twenty years earlier it was Jim Choat and Doug Lennick who conceived of the company that is now... Read More
Second Annual Conference on the Evolution of Financial Advice
View complete speaker line-upYou can't deny it – the financial advice industry is changing. As consumers demand more transparency, your practice needs to evolve. No matter what happens with DOL... Read More
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 important steps financial advisors can implement to make their financial planning practice... Read More