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Recent posts
Adem Tumerkan • Recent
What Are TAMPs and How They Free Up a Financial Advisor’s Time
TAMPs help financial advisors outsource investment management and operations. Learn what TAMPs are, how they work, what they cost, and how they free up your time.
Financial AdvisorPractice ManagementAdvisor Resources
Adem Tumerkan • Recent
The Ultimate Reading List for Financial Advisors
The books every financial advisor should read — from behavioral finance to macro investing. Curated by Dunham's investment team with one-line summaries for each.
Financial Advisor
Adem Tumerkan • Recent
6 Financial Advisor Prospecting Strategies That Actually Help Convert
Learn six proven financial advisor prospecting strategies — including referrals, SEO, LinkedIn, webinars, and COI partnerships — to attract and convert more clients.
Financial Advisor
All Posts
Adem Tumerkan • Recent
How Financial Advisors Can Build a Lead Generation System
Learn 7 practical lead generation strategies for financial advisors to attract better prospects, build trust faster, and create a more predictable client pipeline beyond referrals.
Financial Advisor
Adem Tumerkan • Recent
Practice Management Tools for Financial Advisors | Growth Resources for RIAs
Explore practice management tools for financial advisors, including prospecting guides, lead generation resources, market insights, client solutions, and growth tools.
Financial Advisor
Adem Tumerkan • Recent
AI Prompts for Financial Advisors: Practical Examples for Client Emails, Meeting Prep, and Marketing
Learn how financial advisors can use AI prompts to save time on client emails, meeting prep, prospect follow-up, and marketing content. Download the full FA’s AI Prompt Playbook.
AIFinancial Advisor
Adem Tumerkan • Recent
Four Succession Options for Solo RIAs — What Each One Pays, Costs, and Does to Your Clients
Solo RIA with no successor? Compare valuation, timeline, and client impact across all four succession paths before you decide.
Financial Advisor