Blog

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

Prospecting 1/14/2020

How To Attract Million-Dollar Clients By Adding Comprehensive Legacy Planning To Your Practice

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 ...

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Market Opinion 1/10/2020

Video: Dunham | Quarter in 2s

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...

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Self Improvement 1/9/2020

How Can You Make Your 2020 Resolutions Come To Fruition?

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.

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Marketing 1/2/2020

Secure Act Provisions Summary with Some Planning Tips

Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping...

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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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Trust 12/12/2019

Holiday Cheer: Gifts, Life Insurance, and Merry Clients

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...

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Self Improvement 12/5/2019

Personality Traits That Financial Advisors Should Cultivate

Here are five things which could help a financial advisor connect well with their clients in ways that matter.

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