Session Description

What clients want from their financial advisor is changing. No longer are better technology, economic forecasting and an expansive product set competitive differentiators in financial services. In this session, Lennick teaches you how to apply groundbreaking behavioral finance tools and techniques to improve your clients’ financial decision making and create superior portfolio performance.

Biography

Doug Lennick, CFP, is co-founder and chief executive officer of think2perform. He has more than 40 years’ experience in the financial services industry, from being a financial advisor to executive vice president at American Express Financial Advisors (now Ameriprise). He is in high demand as a keynote speaker and has been quoted and referenced in many publications and books, including Daniel Goleman’s “Working with Emotional Intelligence.” Through think2perform, Lennick focuses on helping people make better decisions with their performance.

Think2Perform
706 2nd Avenue South
Baker Building, Ste. 271
Minneapolis, MN 55402 USA

Email: dlennick@think2perform.com
Phone: 855-696-5082
Website: www.think2perform.com
Twitter: @DougLennick