Podcasts about think2perform

In this return episode after, Ryan Goulart welcomes back Think2Perform Founder and CEO Doug Lennick to dive deep into a timely and resonant conversation about the current State of Values around the world and how our behavior is shaped by them. Drawing on data from Think2Perform's global Values Exercise and the State of Values Report, Doug unpacks why we do what we do, how we form habits, and what it takes to make lasting change in today's emotionally charged environment. Doug also talks the importance of self-awareness and reflection in making rational choices, particularly in the context of financial decisions. The discussion highlights how understanding our emotions and values can lead to better behaviors and relationships, ultimately guiding us through life's challenges.

In this episode, we sit down with Carmen Orr, a seasoned operations leader and leadership coach with over 20 years of experience, to explore the evolution of leadership, the power of values-driven leadership, and the impact of emotional intelligence on team dynamics. As Senior Vice President at Think2Perform, Carmen specializes in Fractional COO services and leadership development, helping organizations align with their core values to achieve sustainable growth.Carmen shares her journey from the financial services sector to leading small and mid-size businesses, offering valuable insights into aligning personal and organizational values. She discusses the importance of bringing your best self to work, leading through resistance, and maintaining composure during high-pressure moments. Reflecting on her leadership evolution, Carmen reveals the most significant lesson she's learned and how it's shaped her approach today.Whether you're a seasoned leader or just starting your leadership journey, Carmen's wisdom will inspire you to build a culture of accountability, excellence, and purpose within your team. Tune in for a transformative conversation on leadership, fractional operations, and how to scale effectively in today's business world.

The United States is deeply divided politically and it's not the only country experiencing this challenge. Too many people are focused on what makes us different rather than taking the time to understand what we have in common. In this interview, Doug Lennick, CEO of Think2Perform, discusses what he has learned from Think2Perform's global study on personal values. Hundreds of thousands of people from over 140 countries have participated in the study. Not surprisingly, people everywhere - regardless of their religion, political affiliation, country, or age - value their families, health, and happiness. In short, what unites us far outweighs what divides us. Doug believes that values-based decision making has the ability to change the world and the future of humanity. Doug goes on to talk about how living in alignment with personal values can be used to overcome emotional responses that often derail people. He talks about how our judgment is often clouded by beliefs that are confused with what people “know.” Doug finishes by defining leadership, talking about the importance of the leader as a “resource broker,” and how leaders can navigate through times of fear. Doug Lennick is CEO and co-founder of think2perform. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert at developing practical applications of the art and science of human behavior, financial and otherwise. Doug is an author or co-author of seven titles including most recently “Don't Wait for Someone Else to Fix It.”

So many experienced professionals hit a point where corporate life stops making sense. But knowing it and doing something about it? That's a different challenge. After a long career in financial services and tech, Carmen Orr found herself at a crossroads. She'd built high-performing teams, navigated executive leadership, and thrived in complex business environments. But then layoffs, ageism, and the slow realisation that the traditional job market wasn't built for people like her. So, she decided to do something radical: to bet on herself. In this episode, Carmen shares: The gut-punch of applying for jobs and getting one interview in nine months The invisible barriers of ageism in hiring and how fractional work flips the script Why she almost didn't go out on her own (and what changed her mind) How she landed her first clients The secret being a successful fractional leader Plus, she reveals the song that sums up her career transition—now added to the Change Unfiltered Playlist on Spotify.   Connect with Carmen: LinkedIn: https://www.linkedin.com/in/carmenorr/ Think2Perform website: https://www.think2perform.com/about-us/#team   Carmen's book recommendations: The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisions – Geoff Woods Team-Based Strategic Planning: A Complete Guide to Structuring, Facilitating, and Implementing the Process – C. Davis Fogg The Soul of Wealth: 50 Reflections on Money and Meaning – Daniel Crosby   Check out the Change Unfiltered Playlist on Spotify: https://open.spotify.com/playlist/6I5Sikl02JF46cnNO6XPQI?si=dje2K4Q5Rj-mzR4WktsDVg&pi=v2B32mnsTIeFe&nd=1&dlsi=11bdbc87635441ce

Why do some businesses flourish while others struggle, even when everything looks perfect on paper? In this episode, we sit down with Ray Kelly, Senior VP at Think2Perform, to share the decisions you can make TODAY to bring out the best in each person working in your business.   KEY TOPICS Why your team's bad habits reflect your leadership. How Netflix turned a failing business into a $300 billion empire by rewriting its culture. Why “average” employees are the fastest way to sabotage your business's health. Why loyalty doesn't always belong in your company culture.   MENTIONED IN THIS EPISODE Free Online Values Cards Exercise Ep.17 I Doug Lennick I Deciding to Think About What You Think About: Moral Intelligence Ep.24 I Ryan Goulart I Deciding to Live According to Your Values: The Neuroscience of Decision-Making   CHAPTERS 00:00 Intro: Defeating Bad Decision-Making in Life and Business  00:49 Is Georgia a Southern State? 03:08 Meet Ray Kelly: Leadership and Culture Expert  06:23 Walking Away from Corporate Success for Family Values  08:44 The Science of Better Decisions Through Values  13:26 Can You Know If a Decision Was Right?  18:18 Are Your Values Misaligned with Your Actions?  20:38 Why It's Hard to Admit What You Truly Value  25:24 How “Permission to Lead” Drives Accountability  29:44 Why Changing Habits Feels Impossible—and How to Succeed  36:58 Turning Painful Change into Fun and Progress  39:22 “Culture Eats Strategy for Breakfast”: Leadership in Action  46:30 Netflix's Culture Shift: From Failure to $300 Billion Success  51:16 Toxic Values at Work: When Loyalty and Family Fail  57:51 Why Leaders Destroy Culture by Failing to Live It  01:01:01 Ray's Decision-Making Tip for Business Owners  01:02:28 Key Takeaways  01:03:48 Message from the Producer   CONNECT WITH US ⁠www.decidedlypodcast.com⁠ Watch this episode on YouTube Subscribe on ⁠YouTube Join us on ⁠Instagram⁠: @decidedlypodcast Join us on ⁠Facebook⁠ Shawn's ⁠Instagram⁠: @shawn_d_smith Sanger's ⁠Instagram⁠: @sangersmith     Thank you to Shelby Peterson of Transcend Media for editing and post-production of the Decidedly podcast.   SANGER'S BOOK: ⁠A Life Rich with Significance: Transforming Your Wealth to Meaningful Impact⁠   SHAWN'S BOOK: ⁠Plateau Jumping: What to Change When Change Is What You Want⁠   MAKING A FINANCIAL DECISION? At ⁠Decidedly Wealth Management⁠, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.  LEARN MORE: ⁠www.decidedlywealth.com⁠   SUBSCRIBE TO THE NEWSLETTER:⁠ https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZR⁠      CONNECT WITH RAY KELLY Website:  https://mobile.think2perform.com/about-us/bios/ray-kelly Ray Kelly joined Think2Perform in 2010 after a 21-year career as a financial services executive. He spent much of his career on the sales side of the business, compiling a track record of high-performing teams. Ray spent 13 years growing and building one of the most successful sales office groups for Ameriprise Financial in the history of the company. Ray's offices were recognized annually for top sales growth, retention, client and employee satisfaction. His focus on creating a “Leaderful Culture” allowed his group to influence the national organization on major initiatives and created the opportunity for over a dozen of his leaders to be promoted to other positions across the company. Ray has a passion for helping people reach their potential and shaping cultures in which they live. He offers executive coaching/mentoring to leaders of all levels and conducts proven breakthrough leadership development training.

In this episode of Making the Ideal Real, host Ryan Goulart welcomes Carmen Orr, Senior Vice President at Think2Perform and fractional COO, to discuss the connection between emotion, values, and operational success. Carmen shares her unique insights on creating meaningful KPIs, fostering accountability, and aligning employee values with organizational goals. Learn how to diagnose operational challenges, build a culture of recognition, and achieve growth by emotionally connecting your team to their work. As Carmen puts it: "If you're expecting as a business owner that your employees are going to only be supporting your value system, you're wrong. They have to feel connected to what they're doing—why it matters to them personally. That's when you get great results." Whether you're an operations nerd or just seeking clarity in your business processes, this conversation is packed with actionable takeaways to help you turn your vision into reality.

Send us a textIn this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters!In this episode you'll hear:The overlap of business and personal valuesFoundational pillars of wealthAudit your values annuallyLeaving a legacy that's different from what society expectsResources mentioned in this episode:Find your values on Think2Perform.comFinancial Narrative WebinarMeet CorreeAs a Mother, Nana, Female Entrepreneur, Financial Coach and Passionate advocate for the Foster/Adopt community, Corree Roofener has devoted her life to empowering individuals to live authentically, boldly and intentionally.Driven by a passion to help others break free from the shackles of fear and judgment and recognizing the interconnectedness of mind, body and spirit, Corree excels and guiding others to begin to gain clarity about their stories with money one of our five foundational pillars. Her approach encompasses mental, emotional and physical well-being. Through personalized coaching, transformative workshops and inspiring speaking engagements, she equips her clients with tools to align their actions with their aspirations.“If you want something you've never had, You must be willing to do something you've never done.” ― Thomas JeffersonConnect with Corree

In this episode of the Prosperous Empath®, I'm sitting down with financial advisor and UNBOUNDED Mastermind Alum, Cris Caruso to talk about a phenomenon that many people have experienced in recent years: lifestyle creep. Cris has been in the financial services industry since 2004 and a financial advisor since 2008. Beyond that, she has pursued additional education in understanding how our behaviors shape financial outcomes by earning the Behavioral Financial Advisor designation from Think2Perform. She also earned the Accredited Domestic Partnership Advisor credential prior to 2015 as a way to support her LGBTQIA+bclients and continues to use this knowledge to work with unmarried couples and non-traditional families. You'll appreciate her unique experience throughout today's episode as she speaks on lifestyle creep, or lifestyle inflation, which is overspending on things that you don't actually need as your income increases. When you're early in your career, your spending habits focus on must-haves like housing and groceries. But as your income increases, it's easy to lose track of what is a necessity and what are simply too many luxuries, and to just keep buying more. Cris and I discuss both values-based and practical strategies on how to identify the areas of your life you should spend generously on and where to be more mindful to reach your long-term goals. How do you live in alignment with your money, especially as an entrepreneur and an empath? You'll get an answer to this question as you listen to our thought provoking conversation on purposeful spending, the importance of allowing yourself to have fun & fabulous experiences, and more.   Topics: Understanding lifestyle creep and how to identify and avoid meaningless overspending  The importance of spending generously on things that truly satisfy you and how to identify what they are  Recognizing how perfectionism, scarcity mindset, and societal expectations are contributing to your relationship with money  Finding the right balance between lifestyle creep and mindfully increasing your spending as your income grows  Navigating financial planning as an entrepreneur with a fluctuating income that often grows quicker than expected  How to start investing in a way that is aligned with your values and vision    Episode Resources: The Millionaire Next Door The Next Millionaire Next Door We Should All Be Millionaires  BottomLine  Join us on April 15th at 12pm ET for our monthly Non-Networking Power Hour for Empath Entrepreneurs with our UNBOUNDED Mastermind Community for deep connections and meaningful support.   Connect with Cris: Website  Facebook  Instagram: @savoirefinancial  LinkedIn    Connect with Catherine: Website LinkedIn Instagram YouTube Sign up to receive my weekly digest on empathic entrepreneurship and hear from voices committed to spreading this message, sent straight to your inbox every Friday since 2016, here.    Work with Catherine: Interested in working 1:1 with a certified coach on Catherine's team, or joining her in one of her premium mastermind programs? Schedule a low-pressure call to begin the conversation here.   Visit this episode's full show notes page here. -- The Prosperous Empath® Podcast is produced by Heart Centered Podcasting.

https://youtu.be/Rv5QzY8-dUA Doug Lennick is a best-selling author, CEO, and Co-Founder of Think2perform, an agency specializing in performance development for individuals and teams. We discuss effective tips for improving self-awareness, ways to become a top performer in all aspects of your life, and how to uncover your ideal self.  --- Discover Your Ideal Self with Doug Lennick Our guest is Doug Lennick, the CEO of Think2Perform, a coaching and performance development company, closing the gap between your real self, who you are today, and your ideal self for both individuals and teams. Doug, welcome to the show. Thanks very much, Steve. Great to be here. Looking forward to it. All right, so very interesting. Self-awareness is a big topic and you have co-founded the company around this topic. So what was the path that led you to this decision to become the co-founder and CEO of Think2Perform? Well, I'm in my early 70s, so I won't name the number just in case this is a timeless podcast. I'm in my early 70s. Yes. And I will say since I was really young, I mean, literally, I began wondering why people do what they do when I was a young boy. And I continued, and I continue. So I'm not done. And so what really led to this is I really been interested in the answer to two questions, pretty much my entire life. The first question is why do people do what they do? And then the second question, is it possible that I or one could really be who I would ideally like to be more often. I was always looking at it from a very self-reflective perspective. Why do I do what I do? Why do other people do what they do? But then for me, is it possible that I could be who I'd like to be a little more often than I am? Because I realized I'm not the guy I want to be all the time and I just never understood that. And so those two questions essentially were the foundation of the company. Love it, that's great. So it seems to me that at the basis, and you also stated in your company description obviously, is that self-awareness is the critical ingredient in performance. So what makes it the critical ingredient? Well, without it, the advantage to self-awareness is it gives us a platform from which we can make decisions. You know, I'm a philosopher, really, who got locked into business, and my favorite chain of philosophers were the great Greeks, starting with Socrates and then Plato and then Aristotle. And Aristotle was the one to have said, knowing oneself is the beginning of wisdom. And Socrates, who was Plato's teacher, Socrates was the guy who said, a life unexamined is not worth living. Knowing oneself is the beginning of wisdom. - AristotleShare on X Yes, and so, and I don't know, I was lucky I was born into wondering, and I realized that there's something about humanity that is intriguing and exciting, and there is so much potential in each human being, and so to me, if I could unlock that answer to the question why, and then how to close the gap, that seemed to be a purpose worthy of pursuit, and so that's why we started the company. And the wonderful thing, Steve, is that, well, obviously, we aren't our ideal selves all the time, and so there is an opportunity. That's a beautiful thing, that each human being has an opportunity that never ends to get better. And so I've come to this awareness that there is no end to better. And once I came to that awareness, it really helped me feel a lot better about getting older. I used to think, not even that long ago, as recently as five years ago, I was still thinking that maybe my greatest hits were behind me. Not that I have a lot of great hits, but I have a few good hits. And they can get better. I can get better. And I feel a growth spurt going on right now in my life. And so that's exciting. And so I see myself getting better. And I've always believed this, Steve. I've always believed that the human condition, I've been saying this since my early 20s, the human condition is such that we will always...

Summary In this conversation, Andy interviews Doug Lennick and Chuck Wachendorfer about their book Don't Wait for Someone Else to Fix It! They discuss the importance of managing ourselves effectively, practicing self-awareness, and mastering our behavior. They also emphasize the significance of integrity and responsibility in leadership. The conversation explores barriers to better decision-making and the importance of continuous learning. The interview concludes with insights on how parents can apply leadership lessons in their role at home. Takeaways Managing ourselves effectively is crucial for effective leadership. Practicing self-awareness and using tools like the freeze game can help us make better choices. Integrity and responsibility are essential for leadership success. Emotional reflexiveness and biases can hinder decision-making. Continuous learning and letting go of what we know are key to personal and professional growth. Leadership lessons can be applied in the home to foster better relationships and decision-making. You can learn more about Doug and Chuck and their work at Think2Perform.com. For More on This Topic For more on this topic, check out: Episode 391, with Adam Bryant on his book about making the leap to leadership Episode 366, with Michael Timms on his book about accountability, and Episode 292, with Jeffrey Scott Miller about his book on leadership. Gift a Loved One a Head Start With Their Career Do you know someone who is in college or maybe recently graduated? My experience is there are a growing number of people who dread being asked the question, “So, what's the plan?” When it comes to their career, they have no freaking idea! I bring this up because I want you to check out our new course entitled just that: No Freaking Idea: How to Navigate Career Uncertainty. It's a career guide for people who don't know what they want to do, and it has been so fun to hear the feedback on the course. Whether you are wondering about the next steps in your career or it's a son or daughter and you'd like to give them a head start as a gift, learn more by going to NoFreakingIdea.courses. Thanks! Thank you for joining me for this episode of The People and Projects Podcast! Talent Triangle: Power Skills   The following music was used for this episode: Music: On Point by Steven OBrien Free download: https://filmmusic.io/song/11694-on-point License (CC BY 4.0): https://filmmusic.io/standard-license Music: Synthiemania by Frank Schroeter Free download: https://filmmusic.io/song/11809-synthiemania License (CC BY 4.0): https://filmmusic.io/standard-license

Doug Lennick is a best-selling author, CEO, and Co-Founder of Think2perform, an agency specializing in performance development for individuals and teams. We discuss effective tips for improving self-awareness, ways to become a top performer in all aspects of your life, and how to uncover your ideal self.    Timestamps [00:34] Doug's entrepreneurial journey [02:30] Why self-awareness is crucial for top performance  [06:36] The game of life is largely about personal growth [09:56] Navigating the good and the bad of everyday life [12:35] The three mindsets you need to become a success [13:52] The Freeze Game and why it's so effective [16:43] Learning to pay attention [21:52] The true definition of leadership [23:28] How reflecting can improve your life [26:16] How to reframe any situation [27:47] Ways to become better at decision-making [32:27] Don't wait for someone else to fix it [36:11] What are your values? - Deciding what's important in life  [41:55] How to connect with Doug Lennick [43:03] Parting thoughts        Links and Resources Steve and Greg Cleary's Book Pinnacle: Five Principles that Take Your Business to the Top of the Mountain Work with Steve - Stevepreda.com Connect with Steve on LinkedIn Doug's LinkedIn think2perform | Apply Your Values to Drive Leadership, Growth, and Teamwork Don't Wait For Someone Else to Fix It: 8 Essentials to Enhance Your Leadership Impact at Work, Home, and Anywhere Else That Needs You by Doug Lennick and Chuck Wachendorfer  Stolen Focus: Why You Can't Pay Attention—and How to Think Deeply Again by Johann Hari One Decision Away: Key Principles To Create What You Want in Life and Work by Paula Melo Doroff Neuroscience for Leadership: Harnessing the Brain Gain Advantage (The Neuroscience of Business by T. Swart, Kitty Chisholm Paul Brown

On this episode of Making the Ideal Real, Ryan Goulart sits down with think2perform Senior Vice President and consultant Ray Kelly to discuss how leaders can learn faster and integrate more of what they learn into their daily work. We also discuss techniques for note-taking; applying what you learn; and connecting learning to your mission, vision and values. To read the full show notes for this episode, visit:  https://www.think2perform.com/how leaders-learn-faster-with-ray-kelly 

#167: Doug Lennick and Chuck Wachendorfer are internationally recognised speakers, authors, and coaches.  They explain why everyone needs to embrace leadership, how people in subservient positions can enact change, and how we can all be more influential.What you'll learn[2:00] How think2perform helps people reach their potential. [3:30] The need for people to embrace leadership. [5:08] How to be influential if you're not in a position of power. [6:35] The shifting definition of leadership. [8:00] The difference between being reactive and proactive at work. [12:35] How junior members can get the confidence to speak up about change. [18:25] The lessons you can learn if your suggestion is shot down. [22:04] How to enact change and what failing successfully looks like. [26:05] What a serenity prayer looks like and how to be your ideal self. [27:35] How to identify your key values. [29:00] Using the ‘Freeze Exercise' to make more conscious decisions. [31:46] How to effectively reflect on your values. [33:40] The key to life and being happyResources mentioned in this episodePlease note that some of these are affiliate links and we may get a commission in the event that you make a purchase.  This helps us to cover our expenses and is at no additional cost to you.Don't Wait for Somebody Else to Fix It, Doug Lennick and Chuck WachendorferSteven M R Covey“Be the change you wish to see in the world”, attrib. GandhiThe Serenity PrayerFor the show notes for this episode, including a full transcript and links to all the resources mentioned, visit:https://changeworklife.com/how-to-lead-when-youre-not-a-leader/Re-assessing your career?  Know you need a change but don't really know where to start?  Check out these two exercises to start the journey of working out what career is right for you!Take me to the exercises!Follow us on  Facebook, Instagram, and Twitter.

Every leader wants to boost their team's productivity. The first step is to strengthen your leadership skills through learning agility, effective communication, and embracing empathy and compassion.   Experts Doug Lennick and Chuck Wachendorfer, partners at think2perform and authors of the new book DON'T WAIT FOR SOMEONE ELSE TO FIX IT, are available for interviews to discuss their unbeatable approach to productivity:   1. Learning Agility — A leader's ability to analyze new business situations and solve problems is a top priority. Leaders must be curious, choose growth over comfort, resist defensiveness, experiment — and share these skills with their teams to boost productivity.   2. Effective Communication — Effective communication is a function of someone attempting to send a message and someone receiving that message. If the receiver does not understand the intention of the communication, then the communication is ineffective and impedes productivity. A big problem often occurs when leaders do not communicate what activities must be undertaken to achieve the organization's goals.   3. Embracing Empathy and Compassion — This leadership skill is more relevant than ever. Empathy is about understanding. Compassion is empathy in action. Any leader who actively cares about the well-being of their people will be rewarded with best efforts, higher productivity, and retention of the best and the brightest.   Doug Lennick is the founding CEO of think2perform, a high-performance leadership development firm serving organizations in various industries. Chuck Wachendorfer is President of Distribution at think2perform. They have worked with clients, including American Express, Wells Fargo, Comerica Bank, TD Wealth of Canada, and Charles Schwab. 

Topics discussed include:* Tactical strategies that you can implement right now to become a stronger leader.* Why leadership qualities are more important for financial advisors than ever before.* How Ray Kelly's career path within financial services led to him being a leadership coach and consultant.* How the Financial Advisor Success Syndicate, an online community of which Frank and Ray are both founding members, inspires and fosters advisor leadership.* An explanation of what the 70-20-10 Rule of Adult Learning is and how we can all apply it to our personal and professional lives.The conversation between Frank and Ray is packed with information that every advisor can benefit from hearing. Listen with the intention of applying these lessons to your own practice, and you will walk away from this episode with the tools that you need to be a successful leader.If you are interested in joining the Financial Advisor Success Syndicate and learning even more from these two industry thought leaders, visit JoinFASS.com.

Chuck Wachendorfer is President of Distribution at think2perform and executive coach. Chuck is tasked with diversifying distribution channels for the company's products and services in this capacity.    In servicing clients, Chuck provides executives and business owners who want to achieve top performance without sacrificing balance. He coaches on mission and vision development, leadership engagement, accelerated growth and improved profitability.    As a result, he has developed leaders, high achievers, and cohesive teams to increase engagement and make a positive difference while building and enhancing market share, increasing client and employee retention, and improving the corporate bottom line.

In finance, understanding the intricate workings of the human mind can be just as important as comprehending the numbers and market trends. Furthermore, behavioral finance acknowledges the undeniable truth that humans are not always perfectly rational when managing their finances. Our minds are prone to biases, emotions, and irrational behaviors that can derail even the most intelligent and successful individuals.  In this episode, Rusty and Robyn talk with Doug Lennick, CEO and Co-Founder of think2perform. Doug leverages his 40+ years of experience as a Fortune 100 executive, a seasoned small business owner, and an entrepreneur to help clients achieve optimal results. At think2perform, Doug leads a team that serves the needs of executives and their organizations. He helps clients improve their bottom-line results by enhancing revenue growth. Doug talks to Rusty and Robyn about behavioral finance and why people need to understand it for themselves and their businesses, how behavioral advice helps advisors and investors build and maintain strong relationships, and how to get started writing a book. Key Takeaways [04:52] - Why Doug built a career around behavioral finance. [07:07] - What think2perform is all about. [09:42] - How behavioral finance can help investors and advisors. [14:35] - What think2perform's Behavioral Finance Advice Program is about. [17:14] - What it takes to be a behavioral financial advisor. [21:10] - A list of Doug's published works. [24:51] - Doug's advice for improving interpersonal connections and creating meaningful relationships. [30:21] - How people can cultivate healthy relationships with money. [38:52] - Doug's advice to financial advisors who want to become authors. [41:44] - Doug's take on how artificial intelligence impacts financial advisors. [44:51] - One of Doug's favorite investment ideas. [46:01] - How Doug maintains his mental and physical health to perform at his best. [50:29] - The people Doug is grateful for professionally. [55:03] - Doug's recommendations for content. Quotes [09:18] - "We help people to understand that their mind has the authority to override the brain's desire to repeat behavior. We help smart people who are starting to do dumb things with their money go ahead and assess how smart they are, even in the presence of competing and difficult to deal with emotions." ~ Doug Lennick [10:07] - "Behavioral finance helps people make rational, smart, responsible, and values-based decisions with their money and their life in the presence of competing and difficult-to-deal-with emotions." ~ Doug Lennick [24:14] - "The common pursuit all humans have is that we all want to be happy with ourselves. We want to live a happy life. And by leveraging our financial intelligence, we create an intersection where our money, health, and happiness come together." ~ Doug Lennick Links  Doug Lennick on LinkedIn Doug Lennick on Twitter think2perform I Can See Clearly Now by Johnny Nash Start Me Up American Express Ameriprise Financial Richard Leider The Power of Purpose The Simple Genius (You) Financial Intelligence Moral Intelligence Moral Intelligence 2.0 How to Get What You Want and Remain True to Yourself Leveraging Your Financial Intelligence Don't Wait for Someone Else to Fix It One Thing from City Slickers Dr. Daniel Crosby Standard Deviation Podcast by Dr. Daniel Crosby The Obstacle Is The Way The Book On Stoicism That's Taking the NFL by Storm The Power of Full Engagement Chanhassen Dinner Theatres Built To Move Big Feelings: How to Be Okay When Things Are Not Okay Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1757-OPS-6/28/2023

In this episode, Rory engages with Doug Lennick, the co-founder of Think2Perform, in a discussion on behavioral finance, emotional competence, and the transformative power of decision-making. Doug explores how financial advisors and accountants can play a pivotal role in guiding their clients toward healthier financial habits and improved emotional well-being. Unveiling the concept of the 'Freeze Game,' he demonstrates how this tool can effectively reshape thinking processes to counteract impulsive actions. The conversation brings to light the interconnectedness of financial stress, emotional competence, and irrational decision-making, laying emphasis on the ripple effects these elements can have on overall health and happiness. Doug underscores the importance of acknowledging and preparing for inevitable truths in life, such as aging and financial changes, and how this preparation can transform misery into wisdom. Do you want to learn more about the intersection of money, health, and happiness? Are you interested in understanding how to turn your financial stress into emotional strength? Tune into this episode with behavioral finance pioneer, Doug Lennick!

In this episode, Ryan Goulart is joined by think2perform's CEO and co-founder, Doug Lennick and Chuck Wachendorfer, president of distribution. They discuss Doug and Chuck's new book “Don't Wait for Someone Else to Fix It: 8 Essentials to Enhance Your Leadership Impact at Work, Home, and Anywhere Else That Needs You,” the importance of a growth mindset and where to start when you're ready to take charge.

Join us for a special episode that will give you TANGIBLE and CONCISE DECISION-MAKING TIPS to help you enter 2023 with CLARITY! This episode combines advice from our skilled guests, pulled from 2022's episodes. See the timestamps below to find links to each full episode. 01:08-3:45 – Ep.19 I Dr. Celeste Holbrook, Sex Therapist: https://api.spreaker.com/v2/episodes/48257562/download.mp3 03:50-05:47 - Ep.20 I Dr. Emily Oster, Professor of Economics at Brown University: https://api.spreaker.com/v2/episodes/48357122/download.mp3 05:51-07:18 - Ep.21 I The Truth Sisters I Lena Sisco & Elly Johnson, Body Language Experts: https://api.spreaker.com/v2/episodes/48445769/download.mp3 07:23-11:28 - Ep.24 I Ryan Goulart, Neuroscience Expert from Think2Perform: https://api.spreaker.com/v2/episodes/48749050/download.mp3 11:32-13:53 - Ep.29 I Fotini Iconomopoulos, Negotiator: https://api.spreaker.com/v2/episodes/49159015/download.mp3 13:58-15:42 - Ep.37 I Dr. James Langabeer, Decision Scientist: https://api.spreaker.com/v2/episodes/49836464/download.mp3 15:46-18:25 - Ep.38 I Jen Clinehens, Behavioral Science Expert: https://api.spreaker.com/v2/episodes/49927485/download.mp3 18:29-21:54 - Ep.40 I Col. Martha McSally, First Female Fighter Pilot: https://api.spreaker.com/v2/episodes/50111005/download.mp3 21:59-23:13 - Ep.48 I Prof. Wendy Wood, Behavioral Scientist: https://api.spreaker.com/v2/episodes/50796238/download.mp3 23:17-25:07 - Ep.50 I Emily Sanders, Psychotherapist: https://api.spreaker.com/v2/episodes/50909350/download.mp3 25:11-27:02 - Ep.53 I Aaron Bare, Strategic Leadership Facilitator: https://api.spreaker.com/v2/episodes/51132574/download.mp3 27:07-28:44 - Ep.54 I Dandapani, Hindu Priest and Former Monk: https://api.spreaker.com/v2/episodes/51234904/download.mp3 28:48-32:19 - Ep.63 I Dr. Nika Kabiri, Decision Scientist: https://api.spreaker.com/v2/episodes/51768117/download.mp3 32:24-34:34 - Ep.66 I Rich Diviney, Retired Navy SEAL: https://api.spreaker.com/v2/episodes/52089767/download.mp3 34:38-36:05 - Ep.68 I Amy Bruske, President of Kolbe Corp.: https://api.spreaker.com/v2/episodes/52214150/download.mp3 CONNECT WITH UShttps://decidedlypodcast.com/Instagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.com Instagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/ Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZR Join us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!

GRAB PEN AND PAPER! You'll thank me later.Doug Lennick is a legend!"There is no end to better!""The human condition is such that we will always see problems and opportunities in our circumstances...and this is a gift!""We are all role-models. You don't the option NOT to be. You can only decide what type you you'll be!""Knowing is the enemy of learning!"Doug Lennick:CEO and co-founder of Think2PerformAuthor (and co-author) of:Moral Intelligence.Leveraging Your Financial Intelligence: At the Intersection of Money, Health and HappinessMoral Intelligence 2.0Financial Intelligence.The Simple Genius (You)How to Get What You Want and Remain True to Yourself.Keynote SpeakerThought-LeaderAnd So Much More!To learn more about the life-changing Alignment Model, simply click the link below:https://www.think2perform.com/or contact Doug at dlennick@think2perform.comDoug Lennick is CEO and co-founder of Think2Perform. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert at developing practical applications of the art and science of human behavior, financial and otherwise.Before founding think2perform, Doug, a certified financial planner (CFP), was Executive Vice President – Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial). In that capacity he led an organization of 17,000 field and corporate associates to unprecedented success.Doug and co-authors Ryan Goulart and the late Roy Geer recently released their newest book “Leveraging Your Financial Intelligence: At the Intersection of Money, Health and Happiness.” Doug had previously authored or co-authored five other books including and co-author Moral Intelligence 2.0: Enhancing Business Performance and Leadership Success in Turbulent Times, Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life, Moral Intelligence, The Simple Genius (You) and How to Get What You Want and Remain True to Yourself.Doug is in high demand as a keynote speaker as well as an executive and organizational advisor. He has been quoted and referenced in many publications and books, including Daniel Goleman's seminal book, Working with Emotional Intelligence and Richard Leider's bestselling Power of Purpose.In November 2000, Doug was honored by Columbia University's Center for Social and Emotional Education and is a Fellow at the Carlson Executive Development Center, Carlson School of Management, and University of Minnesota. He is also a member of the prestigious Consortium for Research on Emotional Intelligence in Organizations.Doug and his Wife, Beth Ann, reside in Edina, Minnesota. They have three amazing children: Joan, Mary, and Alan.Garden Basics with Farmer FredThe healthiest food you can eat is the food you grow yourself. We have the tips!Listen on: Apple Podcasts Spotify

In this episode of Making the Ideal Real, Ryan Goulart is joined by Alan Lennick, SVP at Think2Perform. They discuss the art and science of acting, including two great lessons Alan learned in his acting career that elevated his approach to leadership. Listen to this episode to hear about how acting influenced Alan's leadership style and how you can apply his advice to your own leadership endeavors.

The EOS Conferences™ are a great platform where entrepreneurs, visionaries, and leaders can share their best practices and advice. In this episode, Jon Kuttin speaks with Ray Kelly, Senior Vice President & Consultant at Think2Perform, who recently returned from the EOS Conference™. Ray shares the key takeaways that strongly resonated with him while shedding light The post Key Takeaways From the EOS Conference™ with Ray Kelly appeared first on Kuttin Consulting Group.

In this episode of Making the Ideal Real, Ryan Goulart is joined by Elena Beckius, SVP at Think2Perform. They discuss how to get unstuck and find your own path forward to your ideal self. Listen to this episode to hear about Elena's self-love journey and how discovering her values impacted her endeavors.

Ryan Goulart, Vice President of Think2Perform, joins the show to share his expertise in value-based decision-making. This episode dives into the neuroscience of decision-making in a framework that prioritizes the things you care about when you are your “best self”. Ryan explains when your values, your goals, and your behaviors are all in alignment, you are your best self. What are your values? Are your daily decisions aligned with them?ABOUT RYAN GOULARTPersonal Instagram: @rpgoulartBusiness Instagram: @think2perform_Facebook: https://www.facebook.com/think2performWebsite: https://www.think2perform.com/about-us/bios/ryan-goulartLinkedIn: https://www.linkedin.com/in/ryanpgoulart/rgoulart@think2perform.comRyan Goulart brings to think2perform first-hand knowledge and experience from the Millennial Generation, an emerging, key stakeholder to leaders and their organizations. As Vice President of Business Development and Marketing, Ryan begins by gathering and assessing available data from clients, then blends into that data think2perform's proprietary analysis of research into similar clients, as well as research from social media and other public sources. All to assist think2perform in developing tools or programs that effectively engage audiences to meet client needs.Ryan co-authored with think2perform CEO, Doug Lennick and Roy Geer, Leveraging Your Financial Intelligence: At the Intersection of Money, Health and Happiness, which explores how financial stress impacts our physical health and emotional well-being.Ryan joined think2perform in 2010 as an expert on how the brain influences behavior, following completion of his B.S. degree in Neuroscience from Stonehill College in Easton, Massachusetts. In addition to his work on behalf of clients, Ryan also tracks evolving workplace and leadership trends in support of think2perform's marketing to new clients. He lives in Minneapolis.CONNECT WITH USDecidedlyPodcast.comInstagram: @decidedlypodcastFacebook: @decidedlypodcast or https://www.facebook.com/decidedlypodcastShawn's Instagram: @ampadvisorSanger's Instagram: @sangersmithMENTIONED IN THIS EPISODELeveraging Financial Intelligence by Ryan Goulart, Doug Lennick, and Roy Geer: https://www.amazon.com/Leveraging-Your-Financial-Intelligence-Intersection/dp/111943078XDoug Lennick's Episode of Decidedly, “Deciding to Think About What You Think About”: https://api.spreaker.com/v2/episodes/48093483/download.mp3Think2Perform's Behavioral Financial Advice Program: https://www.think2perform.com/our-services/programs/behavioral-financial-advice Focus: The Hidden Driver of Excellence by Daniel Goleman: https://www.amazon.com/Focus-Hidden-Excellence-Daniel-Goleman/dp/0062114964Emotional Intelligence: Why It Can Matter More Than IQ by Daniel Goleman: https://www.amazon.com/Emotional-Intelligence-Matter-More-Than/dp/055338371X Think2Perform's Freeze Exercise: https://youtu.be/phDcUri9dD8Join us every Wednesday for more strategies to DEFEAT bad decision-making – one episode at a time!

Why do people do what they do? And, is it possible for one to be who they would ideally like to be, more often? In this episode of the Building Us podcast, Ryan Goulart, co-author of Leveraging Your Financial Intelligence: At the Intersection of Money, Health and Happiness, joins Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP® to discuss how financial stress impacts our physical health, emotional well-being, and why understanding your values helps guide your behaviors. Episode Highlights: What's a typical vacation for Ryan? (5:01) Ryan gives a brief background of what Think2Perform is all about. (11:31) Ryan mentions the five values he utilizes on his best day. (14:24) Ryan explains why one of his values is health. (16:16) Ryan shares why he had viewed himself as indestructible. (18:07) Ryan explains what financial intelligence means. (20:36) Ryan shares why it's important to understand values. (25:07) Ryan mentions why values are a huge point of differentiation. (33:01) What were Ryan's foundational ideas that have become clear in a new way over the last 18 months? (35:02) Ryan explains the alignment model. (42:27) Key Quotes: “My values happen to be integrity, family, health, excellence, and achievement. So, on my best day, I am utilizing all five. Now, that's extremely, extremely hard for a lot of variables. But, if I see that and reflect on my values, and think about those values as I make choices throughout my day, then my behavior gets in line. Then, my goals for myself get in line.” - Ryan Goulart “One of my values is health, and I want to be healthy. I define health as I want to be both mentally healthy, financially healthy, and physically healthy. So, I need to do something in the moment right now to be able to fix that.” - Ryan Goulart “Values and value-based decisions can help guide that behavior. It's not going to mean that just because you know your values, you're going to be immune to poor decisions, but it increases the likelihood and increases the probability that the decisions you make will be value-based.” - Ryan Goulart Resources Mentioned: Ryan Goulart LinkedIn Think2Perform Think2Perform Facebook Leveraging Your Financial Intelligence: At the Intersection of Money, Health and Happiness Erik Garcia, CFP® Dr. Matt Morris, LPC, LMFT Garcia Financial Group Matt Morris & Associates

On this episode of the podcast, Ray Kelly of Think2Perform discusses why advisors want to intentionally build a culture in their practice. Ray highlights the pitfalls of not consciously building a culture and how an unconscious culture can undermine all other growth strategies. Ray also shares questions advisors can ask themselves to help them start The post Building A Culture On Purpose appeared first on Kuttin Consulting Group.

In this episode, Ryan speaks with Kris Petersen, President of Think2Perform on adaptability, change, and paying attention to your individual needs, especially during times of uncertainty. Kris shares her experience over the last few months providing insight into the role attitude, creativity and self-awareness play in dealing with the current climate. Driven by values and remaining true to what’s most important, she notes that all of us may see a change in our values in reaction to events out of our control. Finally, she offers tips to help us focus, improve energy and how to deal with change. Enjoy!

In this episode, Ryan speaks with Kris Petersen, SVP of Think2Perform, on living an authentic life. While authenticity is personal and looks different for each of us, the desire to live our definition of authenticity is consistent amongst all. Kris shares her journey towards living her best, most authentic life with stories of how authenticity showed up for her as a leader and in her personal life. She shares thoughts on the importance of being authentic and the impact it has in the workplace and personally. Enjoy!

As technology automates much of the “mechanics” of money, advisors need to evolve to the more emotional aspects of money. After all, simply helping rich people get richer isn’t usually a driving motivator for advisors—or clients. In my conversation with Doug Lennick, the co-founder of Think2Perform, an author, and former EVP of Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial), he shared four words that he believes underlie the real value financial advisors deliver.

Do you allow your emotions to drive your financial decisions? If you’re like many other investors, this might be why many people rarely enjoy the published returns of their investments today. They allow their emotions to influence their decisions and often make mistakes like buying too high and selling too low. Join Prism Insurance Agency as the co-founder of Think2Perform gives investment and behavior advice. He is legendary for helping people to be smart with their money and not make avoidable mistakes. www.myprisminsurance.com/ www.youtube.com/user/PrismInsuranceAgency www.linkedin.com/company/prism-insurance-agency www.twitter.com/prismins www.facebook.com/PrismIns/ http://www.myprisminsurance.com/life/