Blog | Dunham

Client Acquisition 11/19/2024

Client Acquisition Strategies for Financial Advisors: How to Attract New Clients

As a financial advisor, you grow client relationships one interaction at a time. Find out how to get in front of new clients using simple, powerful...

Financial Advisor 10/15/2024

How Financial Advisors Can Explain Investments Simply and Build Trust

Financial advisors can build client trust by simplifying complex investment concepts without losing substance. Learn actionable strategies to break...

Sales Development 11/30/2021

Financial Advisors’ Guide to Closing More High-Net-Worth Clients

Today, we’re looking at the final (and essential) puzzle piece – closing a sale with a potential prospect. We’re looking at five critical steps to ...

Sales Development 9/7/2021

Simple Follow-Up Strategies for Converting Prospects into Clients

We’ll go over seven follow-up strategies for further engaging prospects and hopefully converting them into clients.

Financial Advisors 8/31/2021

How to Find Those Prospects That Don’t Want to be Found

Consider the “Invisible Rich.” They have money. They live near you, shopping in the same stores as you. You already know some rich people and man...

Financial Advisors 8/3/2021

Identifying the Invisible Rich

Reaching out to wealthy prospects may be an essential part of your practice, but defining who those individuals are and where to find them can be d...

Financial Advisors 7/20/2021

Building Client Relationships with Your Clients’ Children and Grandchildren

If you haven’t yet established yourself as a trusted resource for young investors, you could be missing an opportunity to work with a key demograph...

Client Acquisition 6/22/2021

Five (Not So Obvious) Reasons Prospects Should Choose You

You cultivate friends. You talk with prospects. Today they have more choices than ever. Why should they do business with you and your firm?

Financial Advisors 5/11/2021

10 Ways to Be Politely Persistent

Polite persistence means staying on the prospect’s radar screen without being annoying. This is a longer-term strategy, but it’s employed with many...

Financial Advisors 4/13/2021

Building Your Business Post-COVID May Seem a Lot like Pre-COVID

As we emerge from the COVID era, you may find that people are eager to meet with you, to shake your hand. You may begin to see a keen interest in b...

Client Acquisition 12/22/2020

How to Add Clients Immediately After the Holidays

We all want the same things. You want to add new clients, and you would like them to come to you. You have someone on your staff who understands te...