Blog

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

Sales Development 11/30/2021

The Financial Advisor’s Checklist for Closing a Sale

Today, we’re looking at the final (and essential) puzzle piece – closing a sale with a potential prospect. We’re looking at five critical steps to ...

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Sales Development 9/28/2021

What is Upskilling and How can it be Used in Financial Services?

It is becoming more and more common for employers to implement strategies for enhancing the skills of their employees in order to keep up with chan...

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Sales Development 9/7/2021

Simple Follow-Up Strategies for Converting Prospects into Clients

We’ll go over seven follow-up strategies for further engaging prospects and hopefully converting them into clients.

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Sales Development 10/6/2020

9 Phrases to Get Prospects Talking

Seeking to develop initial relationships, we need to get conversations going.

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Sales Development 8/4/2020

3 Local Influencers You Want to Know

Knowing people is good. Knowing certain people may be better. Centers of Influence. We basically define them as people who can send business to us.

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Sales Development 6/22/2020

Your Network Is Probably Bigger Than You Think

The COVID-19 pandemic has us all working from home. This can get pretty old, pretty quickly. You’ve called clients. Done virtual cocktails with fri...

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Sales Development 6/3/2020

Winning the Trust of Ultra-High Net Worth Clients

This post was authored by Jeffrey Dunham, Dunham's Chairman/CEO. If you have questions concerning today's topic, please call us at (858) 964 - 050...

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Sales Development 2/20/2020

What Scottie Pippen's Bankruptcy Can Teach Us

Bankruptcies are common among professional athletes, winners of the lottery, and celebrities in the public eye.

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Sales Development 1/30/2020

On the Topic of Becoming a Better Salesperson

Even though the Tony Robbinses or the Zig Ziglars of the world promise to impart the secrets of selling to those willing to dish out hundreds or th...

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Sales Development 12/19/2019

Asking Someone on a Date Might Be a Disaster - Asking Them For Business Can Be Much Better

Dating is a tricky business. One could almost call it the original problem. The thing is, it can be made much better by keeping confidence, time, a...

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Client Acquisition 11/21/2019

5 Easy Places to Find Prospects

In this post, Bryce Sanders explains some of the easy places that an advisor can find prospects. They are simpler and more commonplace than one mig...

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