Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 5/2/2019
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
Sales Development 5/1/2019
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
Financial Advisors 4/30/2019
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
Financial Advisors 4/24/2019
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
Bryce Sanders 4/24/2019
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
Government 4/23/2019
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
Sales Development 4/18/2019
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
Bryce Sanders 4/17/2019
Bryce Sanders compares retirement opportunities in states with low tax rates, good healthcare, low cost of living, and low property tax rates. READ MORE
Self Improvement 4/12/2019
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
Free Time & Leisure 4/11/2019
While it's easy to become accustomed to a certain age group or demographic in your practice, knowing what to look for when taking on clients out of... READ MORE
Sales Development 4/10/2019
Bryce Sanders gives techniques for getting your story out to others, as well as the ways your friends may only know a small fraction of what you do. READ MORE
About Us 4/9/2019
The challenge with the lowest fee model is that it does not matter what fee you charge, someone is likely to come along and find a way of charging ... READ MORE
Government 4/4/2019
What is the yield curve and how can it be an economic indicator? There are several inferences investors may make about the equity market with this ... READ MORE
Self Improvement 4/3/2019
Development of networks leads to sustainable business that adds value above other types of business. How can social capital help your business prac... READ MORE
Bryce Sanders 4/2/2019
Bryce Sanders discusses common perceptions clients may hold about their financial advisors and the potential problems that arise alongside them. READ MORE
Market Opinion 3/28/2019
A bear market is a market down 20% or more. If you're in a bear market or a market that has taken a steep loss, you may wonder what you should do. READ MORE
Sales Development 3/27/2019
You may know more people than you think, often in obvious yet unexpected ways, and those day-to-day connections can be just what you need to jump s... READ MORE
About Us 3/26/2019
Leveraging Dunham’s reach and total assets, your clients can invest with institutional sub-advisers like Allianz, Rothschild, and Arrowstreet for a... READ MORE
Trust 3/20/2019
If you or your client has loved ones with physical, mental, or behavioral disabilities, a Special Needs Trust may not only be a good fit, but an es... READ MORE
Financial Advisors 3/19/2019
Fear of suffering Bear Market losses may have investors locking-in their loss, creating a gap in their net worth that could be missing for a long t... READ MORE