Blog

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

Financial Advising 10/3/2019

8 Things Wealthy People Worry About

Your well-off clients may have primary concerns more local than global events. In his article, Bryce Sanders discusses what some of these concerns ...

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Government 10/1/2019

Impeachment and the Bull Market

Last week, I had three conversations with financial advisors and with one Dunham investor asking if I thought that an impeachment would mark the en...

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Sales Development 9/26/2019

An Overlooked Way to Increase Your Client Base.

When you tell your friends what you do, you can find yourself wondering why they have not yet become your client, even long after your practice is ...

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Self Improvement 9/24/2019

It’s September 2019 – Time to Go Back to School

Now that summer is over, isn't it time to refocus your personal learning? Jim Rohrbach of Success Skills has compiled an excellent resource of book...

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Client Retention 9/16/2019

Be A Resource To Your Clients With Special Needs Children

Clients with special needs children can have many demanding needs that you may not be familiar with. Mike Zhang at familylifeshare.com has put toge...

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Free Time & Leisure 9/12/2019

15 Things Wealthy People Talk About

While we might be tempted to think of the wealthy as a separate class of people with separate hopes, dreams, and interests, it is often the case th...

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Client Retention 9/10/2019

Lessons Learned from Netflix in Retaining Clients

Acquiring customers is harder than retaining current ones. Analysis shows that it can cost five times more to get a new person to use your product ...

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