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Virtual Client Education Event - Behavioral Financial Advice - September 28, 2020 Thumbnail

Virtual Client Education Event - Behavioral Financial Advice - September 28, 2020


Date: Monday, September 28th, 2020

Time: 7:00 - 8:30pm

Location: Click Here to Register


Please join us for our first Focus Financial Virtual Education Event.

Our speaker, Chuck Wachendorfer, Partner and President at think2perform, will present Behavioral Financial Advice – How Emotions, Psychology & Values Affect Decisions. Chuck is a sought after national public speaker and has been quoted extensively by national media including Investor’s Business Daily, Forbes, Fortune, CNN Money, Dallas Morning News and other national TV and radio outlets. Like most investors in today’s changing financial landscape, you want the most up-to-date information to help you make informed decisions. Our presentation addresses a full range of considerations to help you plan for and achieve financial health and highlights how emotions, psychology and values impact what investors do with their money.

If you have a friend, colleague or family member that you feel could benefit from an introduction to our practice, they are welcome to join us for this virtual event.

Chuck Wachendorfer, partner and President of Distribution for Think2Perform has a two-decade track record of developing leaders, high achievers and cohesive teams. He has helped organizations build and improve market share, increased client and employee retention and improved the corporate bottom line.

Chuck spent 17 years at American Express and built 10 divisional offices in seven states, working with over 1,000 advisors and staff. At every level and location, performance and results were in the top 5% nationally under his leadership. In 1997, American Express lost over 200 advisors in its most profitable market. American Express senior leadership entrusted Chuck with the largest and most visible rebuilding process in their history. Echoing his past leadership successes, Chuck took the troubled region from last to among the top five in the country within two years.

As a partner with Think2Perform, Chuck has continued to build on an impressive track record. He has provided leadership and direction for Fortune 500 clients in the areas of financial services, real estate, technology, banking and other service businesses. Organizations have hired Chuck to further develop their executive leaders, maximize their top line results and increase sales and marketing efforts.

As an experienced turn-around expert, Chuck has served as an “executive-for-hire" for firms in need of crisis leadership. He has also done extensive consulting with privately held firms. His clients have included: American Express, M&I Bank, Ameriprise Financial Services, Comerica Bank, Charles Schwab and the Financial Planning Association.

 Chuck holds a bachelor’s degree in Mechanical Engineering from Northern Arizona University as well as Advanced Management degrees from the Harvard Business School and the Carlson School of Management at the University of Minnesota. He has also been a certified financial planner for over 20 years. He and his family reside in Vail, Colorado.




Check the background of this advisor on FINRA’s BrokerCheck.