Blog

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

Financial Advisors 10/13/2020

Go to Cash Before the Presidential Election?

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE

Sales Development 10/6/2020

9 Phrases to Get Prospects Talking

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

Trust 9/29/2020

Doing Well, While Doing Good

Helping Your Place of Worship, School, or any Organizations you are Passionate about, While Getting in Front of its Donors This post was authored ... READ MORE

Financial Advisors 9/22/2020

How to Stop Client Errors Before They Cost Time and Money

It's the start of the fourth quarter, and there's no better time than now to check in with your clients and work with them to ensure there are no m... READ MORE

Financial Advisors 9/15/2020

Confusion and Misconception Abound: Helping You Set the Record Straight.

In my humble effort to provide support, let me review some of the finer points of social security, all fully sourced, so you can combat the misconc... READ MORE

9/8/2020

Should I Become a Financial Advisor?

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... READ MORE

Client Acquisition 9/1/2020

Does Community Involvement Have a Business Payoff for Advisors?

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

Free Time & Leisure 8/25/2020

10 Things You Can Do When You Don’t Feel Like Working

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

8/18/2020

6 Tips for New Financial Advisors

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... READ MORE

Client Acquisition 8/11/2020

How I Engage With New LinkedIn Connections (Without Scaring Them Away)

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

Sales Development 8/4/2020

3 Local Influencers You Want to Know

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

Client Retention 7/28/2020

3 Ways to Build Your Client Base as a Financial Advisor

Kurt Zoeller is a financial advisor and Certified Wealth Strategist at his firm Zoeller Asset Management, based out of Chesterfield, Missouri. We ... READ MORE

7/21/2020

1031 Exchange Issues Might Extend Beyond the Tax Deadline

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE

Video 7/14/2020

Video: Dunham | Quarter in 2s

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... READ MORE

Financial Advisors 7/7/2020

Finally, A Sigh of Relief For Early RMD Recipients

This post was authored by Francisco Quinonez, Dunham's Marketing Manager. If you have questions concerning today's topic, please call us at (858) ... READ MORE