think2perform

The RIA Broker-Dealer M&A landscape continues to evolve, with record-breaking activity in 2024. However, while M&A deals grow, firms are also facing challenges around organic growth and leadership development. Moving forward, a balanced approach to acquisitions and internal leadership development will be key to long-term success. Explore insights into what's next for 2025 and beyond and how firms can adapt to this rapidly changing environment. Read the full blog here:?https://lnkd.in/gBUbqZK2

The financial services industry is quickly evolving, and staying ahead means more than just offering expertise. Clients seek guidance that helps them navigate both their financial decisions and the emotions that come with them. Join?our CEO, Doug Lennick, for an insightful discussion on how financial professionals can adapt to changing client expectations, leverage emotional intelligence, and refine their approach for long-term success. Don’t miss this opportunity to gain valuable insights from Doug and earn one hour of CFP CE credit! Register now: https://lnkd.in/gqqtYpaB

We’re excited to invite you to?Evolve 2025, our 10th annual conference designed to help you grow, adapt, and lead with impact. At Evolve, you'll learn from top thought leaders, discover how behavioral finance, emotional intelligence, and leadership shape decision-making and performance, and walk away with actionable strategies to make better decisions and drive meaningful impact both personally and professionally. This year, we are also offering all of the connections and content you expect, at our lowest price ever. Until 3/31, join us to learn, grow and connect for only $399! ???Where:?Minneapolis, MN ???When:?September 16-17 Register here: https://lnkd.in/gXyT9Pum

The financial advice landscape is shifting—rapidly. As client expectations grow and technology reshapes the industry, staying ahead requires more than just expertise. It demands adaptability, emotional intelligence, and a deep understanding of what truly drives client decisions. Join us for?"The Evolution of Financial Advice: Aligning with Client Needs for Future Success"?featuring?Our CEO, Doug Lennick. In this webinar, Doug will share key strategies to help financial professionals refine their approach, strengthen client relationships, and position themselves for long-term success. What you will learn: - How evolving client expectations and technology are changing financial advice - The role of emotional intelligence in building trust and guiding financial decisions - Practical strategies to differentiate yourself in a competitive market Join us next Wednesday, March 26, 2025 from?1:00 PM - 2:00 PM CT to gain valuable insights and future-proof your financial advisory practice! Link to register: https://lnkd.in/gqqtYpaB

One of the most powerful tools in a leader’s toolkit??Framing. How leaders communicate goals and challenges shapes how employees perceive them and ultimately, how they take action. A well-framed message shifts focus from obstacles to opportunities, driving motivation and performance. As?Ray Kelly?talks about, effective framing is about?helping employees see the path forward in a way that aligns with their values and strengths. It’s not just about what needs to be done, but how the goal is positioned to spark engagement and ownership. It’s a small shift in communication that makes a big difference in results. How do you use framing in your leadership?

Closing the engagement gap isn’t just about keeping employees happy it’s about creating a culture where people feel valued, motivated, and aligned with your mission. If your organization is struggling with disengagement, burnout, or retention, values-based?Fractional Leadership?could be the solution. At think2perform, we help businesses: - Strengthen leadership in HR, sales, and operations - Improve employee engagement through values-based decision-making - Drive performance without the cost of a full-time executive Our approach isn’t just about short-term fixes, it’s about?sustainable growth?through values-based leadership that truly resonates. Check out our latest blog to see how?Fractional Leadership is transforming organizations:?https://lnkd.in/g_k64ZMi

Join Doug Lennick, Elena Beckius, BFA, Alan Lennick CFP?, BFA? tomorrow for a webinar on the record-breaking M&A activity of 2024 and how it reshaped the wealth management industry. With valuations still high and the appetite for scale stronger than ever, what’s next for RIAs, hybrid advisors, and broker-dealer affiliates in 2025? We’re bringing together industry experts for an exclusive webinar to break down: ?? Key forces driving M&A activity—and what’s ahead for 2025 ?? Insights from major deals and what they mean for firms like yours ?? The organic growth challenge—why it’s declining and how to fix it ?? Strategies for firms looking to buy, sell, or scale effectively Whether you’re looking to acquire, sell, or grow sustainably, this session will equip you with the insights to make informed decisions in 2025 and beyond. Register here: https://lnkd.in/g7GeywaK

Financial professionals, are you ready to take Behavioral Financial Advice (BFA) to the next level? Our BFA Accelerator Coaching Program is designed to help you and your team implement BFA tools with confidence and impact. ?? What to Expect: ? 5 in-depth 90-minute sessions to refine your approach ? Custom-built scripts to seamlessly integrate BFA tools into client conversations ? Instructor-led guidance transitioning to peer-driven learning for real-world application ? Recorded sessions that build a content library for ongoing training and future development In this program, you'll gain hands-on experience, real-time feedback, and a lasting resource to sharpen your behavioral financial advice skills. The result? Deeper client relationships, improved decision-making, and a practice built for long-term success. Watch Kyle DeBell, BFA? DeBell explain how this program can transform the way you and your team deliver financial advice. #BehavioralFinance #BFAAccelerator #FinancialAdvisors #Think2Perform #AdvisorGrowth

One of the biggest advantages of fractional leadership? Focus. Unlike traditional full-time roles, where leaders often get pulled into areas of the business that aren't as impactful, fractional leadership allows for a laser focus on what truly moves the needle. As Alan Lennick CFP?, BFA? shares it’s about impact over involvement—dedicating time and expertise solely to the most meaningful strategic initiatives without getting caught up in the day-to-day distractions. For companies, this means expert leadership when and where it matters most—without the overhead of a full-time executive. For leaders, it means the ability to drive transformation, create value, and make a real difference. It’s an exciting shift in how leadership is delivered—and one that’s creating better outcomes for businesses and executives alike.

Leaders are facing a critical challenge—balancing aggressive growth targets while ensuring employees feel engaged, valued, and developed. But the latest research from Gallup reveals troubling trends: - Only 46% of employees know what's expected of them - Just 39% feel cared for as a person - A mere 30% feel encouraged in their development These numbers signal a growing disconnect between leadership and employees—one that businesses can’t afford to ignore. The solution? Businesses don’t always need more full-time executives—they need the right leadership at the right time. This is where fractional leadership comes in. Join Elena Beckius, BFA, Carmen Orr, Alan Lennick CFP?, BFA? on February 19, 2025, for an exclusive webinar where they'll dive into: - How fractional leadership bridges the leadership-employee gap - When and where to bring in fractional leaders - Real-world examples of success in action Register here: https://lnkd.in/g7e2-3ti