Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 10/22/2019
Offering trust services allows you to build your client's wealth well into the future while at the same time creating a strong business relationshi... READ MORE
Financial 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... READ MORE
Trust 10/17/2019
If a client or prospect mentions they plan to sell a highly appreciated real estate or business, a planning tool known as an Intermediated Installm... READ MORE
Sales Development 10/10/2019
As a financial advisor you want to join high net worth (HNW) circles, make friends and transition those relationships to business when appropriate.... READ MORE
Financial Advisors 10/3/2019
Your well-off clients may have primary concerns more local than global events. In his article, Bryce Sanders discusses what some of these concerns ... READ MORE
Government 10/1/2019
Last week, I had three conversations with financial advisors and with one Dunham investor asking if I thought that an impeachment would mark the en... READ MORE
Sales Development 9/26/2019
When you tell your friends what you do, you can find yourself wondering why they have not yet become your client, even long after your practice is ... READ MORE
Self Improvement 9/24/2019
Now that summer is over, isn't it time to refocus your personal learning? Jim Rohrbach of Success Skills has compiled an excellent resource of book... READ MORE
Client Retention 9/16/2019
Clients with special needs children can have many demanding needs that you may not be familiar with. Mike Zhang at familylifeshare.com has put toge... READ MORE
Free Time & Leisure 9/12/2019
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
Client Retention 9/10/2019
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
Sales Development 9/5/2019
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
Free Time & Leisure 8/29/2019
Bryce Sanders writes about presenting yourself properly in a way that will make your appearance as rich as your advising skills. READ MORE
Self Improvement 8/27/2019
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
Free Time & Leisure 8/22/2019
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
About Us 8/19/2019
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
Client Retention 8/15/2019
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
Sales Development 8/13/2019
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
Free Time & Leisure 8/8/2019
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
Trust 8/1/2019
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