Blog

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

Client Acquisition 6/30/2020

How I Made LinkedIn Worth the Effort

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

Sales Development 6/22/2020

Your Network Is Probably Bigger Than You Think

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

Client Retention 6/17/2020

How to Handhold Nervous Clients

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

Market Opinion 6/10/2020

When Small is Big: Next Investment Opportunity?

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE

Sales Development 6/3/2020

Winning the Trust of Ultra-High Net Worth Clients

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 MORE

Financial Advisors 5/27/2020

How an Advisor’s Time Translates Into Value

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

5/19/2020

De-escalating a Hostile Situation, with Jeffrey Dunham

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Financial Advisors 5/13/2020

15 Tips To Help You Survive Your First Year As A Financial Advisor

Dave Fadenziero is a financial advisor based out of Mountainside, New Jersey. He celebrated his one year business anniversary on February 21. Faden... READ MORE

Financial Advisors 5/6/2020

Are Advisors Following, "The Scout Law"?

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

Financial Advisors 4/28/2020

An Advisor's Curse

I once heard a detective say there is a detectives’ curse. The curse is that the solution to the crime was right under the detective’s nose, but sh... READ MORE

Financial Advisors 4/22/2020

"Should I Wait, Or Should I Invest Now"?

In our current market environment, investors sitting in cash may be torn by wanting to wait and see if the market will go down, or invest now as th... READ MORE

Market Opinion 4/15/2020

The 1987 Bears Vs The 2020 Bears.

I worked directly across the street of the New York Stock Exchange on October 19, 1987. READ MORE

Financial Advisors 4/13/2020

New Relief for Retirees Taking Unwanted RMDs in 2020 – But for Everyone

On Thursday, April 9, 2020 IRS issued Notice 2020-23, which extended additional key tax deadlines for individuals and businesses. READ MORE

Video 4/7/2020

Video: Dunham | Quarter in 2s

Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes. READ MORE

Financial Advisors 3/31/2020

Had We Not Done This, It Would Have Been a Big Mistake - News Your Clients Must Know Right Now.

The Government just moments ago unveiled a major program that will help to pay the $2 trillion emergency spending bill – but not all your clients w... READ MORE