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

Featured 9/12/2019

15 Things Wealthy People Talk About

While we might be tempted to think of the wealthy as a separate class of people with separate hopes, dreams, and interests, it is often the case th... READ MORE

Skills 9/10/2019

Lessons Learned from Netflix in Retaining Clients

Acquiring customers is harder than retaining current ones. Analysis shows that it can cost five times more to get a new person to use your product ... READ MORE

Featured 9/5/2019

Want new clients? Partner with another business

Hosting events when prospecting can be a tricky business, especially when you feel as though you've exhausted your usual dine around or seminar ser... READ MORE

Featured 8/29/2019

10 Ways to Appear Wealthy

Bryce Sanders writes about presenting yourself properly in a way that will make your appearance as rich as your advising skills. READ MORE

Skills 8/27/2019

Sample Timelines for Successful Seminars

It can be difficult to time out your seminars so you have enough time to prepare but also keep your workflow smooth and don't end up with lots of w... READ MORE

Featured 8/22/2019

How Do the Wealthy Spend Their Money?

Advising or prospecting for wealthy clients need not be an ordeal. If you start with a fundamental understanding of where the wealthy spend their m... READ MORE

Trust 8/19/2019

Dunham Trust Company Celebrates 20 Years and You May Get the Present!

In 1999, Dunham Trust Company (DTC) was founded on the simple idea that cultivating highly personal service would make a positive difference in pro... READ MORE

Featured 8/15/2019

Protecting the Elderly from Financial Abuse

It's essential that our clients and their loved ones are protected from scams and fraud that can drastically endanger their long-term financial wel... READ MORE

Featured 8/13/2019

How My Financial Advisors are Hiring Quality Talent for Their Practice

Would you believe me if I told you that back in 2009, as a junior in college, I had financial advisors in my branch office calling me asking for help? READ MORE

Featured 8/8/2019

Why Wealth Building is like Weight Training

From fees paid to progress measured, Bryce Sanders writes about how to explain your advising in terms of weight training to clients who may be more... READ MORE

Client Services 8/6/2019

The Server is Down: What We Can Learn about Customer Service from Internet Outages

You've likely experienced this feeling before, where a service that has chugged along merrily and uninterrupted suddenly stops. There's a lot we ca... READ MORE

Estate Planning 8/1/2019

Why Offer Estate Planning Advice to Prospects

Sometimes, showing value to potential clients can be as simple and illustrating how you can build a strategy to long-term financial wellness and co... READ MORE

Skills 7/30/2019

What Nature Can Teach Us about Work

By watching our wild counterparts go about the business of living, we can learn a few timeless lessons for keeping our own work life humming. READ MORE

Skills 7/25/2019

A Word That Can Improve Your Financial Wellness

The Wealth Advisor discusses how to choose what defines your year and gives examples about how what you choose can apply to a constellation of issu... READ MORE

Stock Market 7/23/2019

The VIX is a Great Tool For Telling Us What We Already Know

Before anyone looks to the VIX as some kind of future volatility forecast, they must first ask themselves “is the VIX really telling me something I... READ MORE