Blog

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

Financial Advisors 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...

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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?

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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.

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Sales Development 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.

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Sales Development 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...

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Financial Advisors 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...

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Sales Development 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 ...

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Financial Advisors 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...

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Financial Advisors 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...

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Bryce Sanders 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 ...

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Government 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 ...

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