Sep 25, 2024

On this episode of Making the Ideal Real, Kim Lear, founder and generational research consultant at Inlay Insights, explores shifting dynamics between generations at work and in society. From the ripple effects of the pandemic to evolving financial priorities, Kim offers insights into how different generations...

Sep 4, 2024

On this episode of Making the Ideal Real, Elena Beckius, Senior Vice President at think2perform, shares her personal journey in the financial services industry, discussing the challenges and triumphs of being a woman in a traditionally male-dominated field. Listen in to learn about the importance of mentorship,...

Aug 14, 2024

On this episode of Making the Ideal Real, we’re speaking with Dr. Efrat LaMandre on the importance of recognizing and addressing medical gaslighting, and ways you can help clients navigate their healthcare challenges. Listen in to learn how to integrate wellness into your financial planning strategies.

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Jun 5, 2024

On this episode of Making the Ideal Real, we’re speaking with Dr. Dan Mickool, He’s an associate professor in the Department of Pharmacy Practice at Husson University and an adjunct appointment at Dartmouth Geisel School of Medicine. We’re talking about the challenges of professional identity formation and the...

May 8, 2024

On this episode of Making the Ideal Real, we’re speaking with Alan Lennick, senior vice president and consultant at think2perform, about aligning your leadership style with your readiness level. We also talk about how to achieve and maintain this alignment amid changing expectations, such as moving from being a solo...