Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
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 MOREAbout 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 MOREClient 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 MORESales 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 MOREFree 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 MORETrust 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 MORESelf Improvement 7/25/2019
The Wealth Advisor discusses how to choose what defines your year and gives examples about how what you choose can apply to a constellation of issu...
READ MOREMarket Opinion 7/23/2019
Before anyone looks to the VIX as some kind of future volatility forecast, they must first ask themselves “is the VIX really telling me something I...
READ MORESales Development 7/18/2019
Today, Success Coach Jim Rohrbach writes about Financial Advisors experiencing "Prospecting Avoidance Behavior" and what you can do to combat it.
READ MORETechnology 7/16/2019
A great email can be thought of in terms of the human body. Take your emails to the next level by studying the "anatomy" of a great email!
READ MOREClient Retention 7/11/2019
As we near the beginning of the winter college semester, your clients and their children may come looking to you for guidance on which college loan...
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