Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Sales Development 9/7/2021
We’ll go over seven follow-up strategies for further engaging prospects and hopefully converting them into clients.
READ MORESales Development 10/6/2020
Seeking to develop initial relationships, we need to get conversations going.
READ MORESales Development 8/4/2020
Knowing people is good. Knowing certain people may be better. Centers of Influence. We basically define them as people who can send business to us.
READ MORESales Development 6/22/2020
The COVID-19 pandemic has us all working from home. This can get pretty old, pretty quickly. You’ve called clients. Done virtual cocktails with fri...
READ MORESales Development 6/3/2020
This post was authored by Jeffrey Dunham, Dunham's Chairman/CEO. If you have questions concerning today's topic, please call us at (858) 964 - 050...
READ MORESales Development 2/20/2020
Bankruptcies are common among professional athletes, winners of the lottery, and celebrities in the public eye.
READ MORESales Development 1/30/2020
Even though the Tony Robbinses or the Zig Ziglars of the world promise to impart the secrets of selling to those willing to dish out hundreds or th...
READ MORESales Development 12/19/2019
Dating is a tricky business. One could almost call it the original problem. The thing is, it can be made much better by keeping confidence, time, a...
READ MOREClient Acquisition 11/21/2019
In this post, Bryce Sanders explains some of the easy places that an advisor can find prospects. They are simpler and more commonplace than one mig...
READ MORESales Development 10/10/2019
As a financial advisor you want to join high net worth (HNW) circles, make friends and transition those relationships to business when appropriate....
READ MORESales Development 9/26/2019
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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