Blog

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

Client Retention 10/31/2019

How Clients Become Centers of Influence and Tell Your Story

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...

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Economic Recap 10/29/2019

Dunham's Third-Quarter 2019 Economic Recap

The third-quarter 2019 Quicklook reviews the economic events from the prior quarter, as well as their effects on the market. This video reviews eco...

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Prospecting 10/24/2019

Who Are Centers of Influence, Anyway?

For many advisors, meeting and associating with high net worth (HNW) prospects is a challenging goal. This article lists activities that may introd...

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Trust 10/22/2019

Five Key Aspects to Look For in a Trust Company

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...

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Self Improvement 10/17/2019

Craft Your Answer to “What Do You Do?”

Advisors and agents put lots of effort into getting themselves into the right social situations with the right people. Shortly after introducing th...

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Trust 10/17/2019

Creating Large Pools of Assets to Manage: A Planning Tool for Deferring Taxes for up to 20 Years

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...

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Sales Development 10/10/2019

How Drinking Better Wine Can Lead to Increased Business

As a financial advisor you want to join high net worth (HNW) circles, make friends and transition those relationships to business when appropriate....

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