Blog

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

Skills 5/16/2019

3 Email Writing Strategies to Wow Clients

Email is an indispensable tool for communicating. If you'd like to take a close look at upping your email writing prowess, try implementing these t... READ MORE

Featured 5/15/2019

Which Retirement Account Comes First, the 401(k) or the IRA?

William H. Byrnes and Robert Bloink offer advice on 401(k) and IRA rules, evaluating the needs of your client, and what a client with limited funds... READ MORE

Trust 5/14/2019

Is Winter Coming for Some of Your Best Clients?

Have you spoken to your large clients about their strategies before sunset provisions or new legislation force them to change? READ MORE

Video 5/9/2019

Video: Dunham | World-Class Trust & Investment Firm

When you subscribe to our YouTube channel, you can expect content on Bear Market strategies, financial topics, market news, and a whole lot more. READ MORE

Featured 5/8/2019

What’s Your Why?

Figuring out just what drives you in your life and your practice may be the key to boosting your business and finding purpose in your work. READ MORE

Skills 5/7/2019

5 Techniques for Amazing Client-Focused Phone Calls

When running your own business, nothing maintains relationships with your clients like a well-timed phone call. Here are 5 techniques for making yo... READ MORE

Client Services 5/2/2019

Creating Service Value for Each Generation

Providing your services to each generation of client can be difficult without an idea of what their potential opportunities and threats to financia... READ MORE

Bear Market 5/1/2019

7 Strategies to Get Prospects to Commit in Uncertain Times

Whether it's the economy or personal issues making potential clients hesitant to start with you, you can meet them in a compassionate and fiscally ... READ MORE

AAP 4/30/2019

Should You Pay Advisory Fees on Investments?

When a prospect says someone else might handle an investment for x basis points cheaper, tell them they are not paying an advisory fee for the inve... READ MORE

Featured 4/24/2019

Disaster Planning for Financial Advisors

Natural disasters can take even the most prepared by surprise. Ben Lee writing for Wealth Advisor discusses strategies you can use to prepare for t... READ MORE

4/24/2019

10 Expressions Every Financial Advisor Should Know

Talking to clients can be the hardest part of any financial advisor's job. Bryce Sanders shares advice on phrases that can make daily interactions ... READ MORE

Modern Monetary Theory 4/23/2019

712 Words to Explain Modern Monetary Theory (And None of Them Are an Editorial!)

Attempting to embrace the MMT concept forces me to set aside everything I thought I knew, learn something completely different, and stop believing ... READ MORE

Client Services 4/18/2019

Data, Data, Data - Getting to Know Your Clients with Guided Questions

By focusing on 6 categories of information, it's possible to take an organized approach to information that will help you provide comprehensive ser... READ MORE

Client Services 4/17/2019

Where Should Clients Retire?

Bryce Sanders compares retirement opportunities in states with low tax rates, good healthcare, low cost of living, and low property tax rates. READ MORE

Skills 4/12/2019

How to Set Achievable Goals That Stick

By segmenting a lofty ambition into actionable steps, you not only have a better plan of action, but ultimately reduce your stumbling blocks down t... READ MORE