Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Client Retention 1/5/2021

When Your Client Doesn’t Want to Be Your Client Any Longer

It happens. People give up. We’ve heard you shouldn’t change horses in midstream. The same goes for acting in haste. A client tells you they ar...

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Client Retention 12/1/2020

Talking Points for Investment Advisory Clients Scared of Market Volatility

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t...

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Financial Advisors 4/28/2020

An Advisor's Curse

I once heard a detective say there is a detectives’ curse. The curse is that the solution to the crime was right under the detective’s nose, but sh...

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Client Retention 5/30/2019

How to Be There for Clients in Difficult Times

Bryce Sanders brings us an article detailing the situations that our clients could find themselves in and how best to react and help them.

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Client Retention 2/24/2019

Building Trust with Clients: 3 Techniques

No matter what side of the service provider/client relationship you're on, cultivating trust in the workplace is an essential part of keeping workf...

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