Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Client Acquisition 1/14/2020
How much do you want to grow your practice? How fast do you want to grow it? It’s relatively easy to increase your average account size from $250k ... READ MORE
Market Opinion 1/10/2020
Today's video was created by Francisco Quinonez, the Marketing Manager at Dunham. If you have questions concerning today's topic, please call us a... READ MORE
Self Improvement 1/9/2020
In this Dunham blog post, Coach Jim Johnson writes about how to make New Year's resolutions happen. They are functions of discipline and habit. READ MORE
Financial Advisors 1/2/2020
Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping... READ MORE
Sales Development 12/19/2019
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... READ MORE
Trust 12/12/2019
Here is something that may keep you in the holiday spirit and could make your top clients happier than Santa finding milk and cookies on your coffe... READ MORE
Self Improvement 12/5/2019
Here are five things which could help a financial advisor connect well with their clients in ways that matter. READ MORE
Free Time & Leisure 11/26/2019
In the spirit of Thanksgiving, we are sending a fun update to our financial advisors. Here are 10 fun facts about golf. Have a happy Thanksgiving, ... READ MORE
Client Acquisition 11/21/2019
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... READ MORE
Technology 11/19/2019
Some of the financial advisors reading this post have probably received a question from curious clients asking about Bitcoin and the blockchain. Th... READ MORE
Client Acquisition 11/14/2019
In this post, Bryce Sanders explores how to improve your social performance at parties this fall. Parties can be a wonderful way to meet clients an... READ MORE
Market Opinion 11/12/2019
With the struggling performance of tech stocks following recent initial public offerings (IPOs), is it really worth it to buy at IPO? READ MORE
Self Improvement 11/7/2019
In this article, Coach Jim Johnson explains how having a personal mission statement can teach you to find value in yourself every day. READ MORE
Financial Advisors 11/5/2019
Turn-key asset allocation programs have been available for decades, but technological advancements and industry changes have increased the populari... READ MORE
Client Retention 10/31/2019
In this article, Bryce Sanders reviews some of the ways that clients can use their connections to find you prospects. Bryce also lists situations w... READ MORE
Video 10/29/2019
The third-quarter 2019 Quicklook reviews the economic events from the prior quarter, as well as their effects on the market. READ MORE
Client Acquisition 10/24/2019
For many advisors, meeting and associating with high net worth (HNW) prospects is a challenging goal. This article lists activities that may introd... READ MORE
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