Nov 19, 2024
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...
Oct 31, 2024
On this episode of Making the Ideal Real, Bob Nedbal, executive coach at think2perform, shares tips that help new leaders transition from individual contributors to effective, values-driven leaders. Listen in as Bob discusses shifting from a “fixing” mentality to one of empowering others, and the importance...
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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