Blog

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

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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Featured 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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Skills 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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Client Services 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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Bear Market 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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AAP 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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Featured 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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