Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Client Retention 7/28/2020
Kurt Zoeller is a financial advisor and Certified Wealth Strategist at his firm Zoeller Asset Management, based out of Chesterfield, Missouri. We ...
READ MORESelf Improvement 2/27/2020
In this post, some topics for client conversations are discussed, as well as remedies to concerns which clients may have to developments in the mar...
READ MORESelf Improvement 2/18/2020
With so much distraction, dysfunction and noise going on, it’s more important than ever to streamline your practice by systematizing all your proce...
READ MORESelf Improvement 2/4/2020
Helen Keller was once reportedly asked, “Is there anything worse than being blind"? She replied, "Yes, a person with sight and no vision".
READ MORESelf Improvement 1/16/2020
In this post, Coach Jim Johnson explains how to establish credibility and structure amongst team members.
READ MORESelf Improvement 1/9/2020
In this Dunham blog post, Coach Jim Johnson writes about how to make New Year's resolutions happen. They are functions of discipline and habit.
READ MORESelf Improvement 12/5/2019
Here are five things which could help a financial advisor connect well with their clients in ways that matter.
READ MOREClient Acquisition 11/14/2019
In this post, Bryce Sanders explores how to improve your social performance at parties this fall. Parties can be a wonderful way to meet clients an...
READ MORESelf Improvement 11/7/2019
In this article, Coach Jim Johnson explains how having a personal mission statement can teach you to find value in yourself every day.
READ MOREClient Acquisition 10/24/2019
For many advisors, meeting and associating with high net worth (HNW) prospects is a challenging goal. This article lists activities that may introd...
READ MOREFinancial Advisors 10/17/2019
Advisors and agents put lots of effort into getting themselves into the right social situations with the right people. Shortly after introducing th...
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