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

Client Retention 7/11/2019

Eight Things You Need to Know About the Best College Loan

As we near the beginning of the winter college semester, your clients and their children may come looking to you for guidance on which college loan... READ MORE

Sales Development 7/9/2019

Sales: Expectations vs. Reality

With a well-maintained CRM, sustained marketing efforts for great programs, and a willingness to see all prospects as potential clients your market... READ MORE

Self Improvement 6/27/2019

Saving Strategies for the Self-Employed

Marty Reid, CFP Board Ambassador, discusses methods to safeguard your assets and make them work for you, even without the structure of a traditiona... READ MORE

Client Retention 6/25/2019

Why Customer Service Still Works

Practicing superior customer service can save you money and lead to a return on the time and energy spent even greater than that of acquiring new c... READ MORE

Client Retention 6/12/2019

How Often You Should Engage With Clients

Tony Vidler offers advice on how many times you should be contacting those you work with and how to fit in moments that matter without becoming a n... READ MORE

Self Improvement 6/11/2019

Improving Your Planning Process

There is no better time to begin planning than right now. Here are a few tips for honing your process and helping your next project proceed smoothly. READ MORE

Self Improvement 6/6/2019

Sisu: How to Develop Mental Toughness in the Face of Adversity

When dealing with unexpected market changes, client demands, or other stressful daily circumstances, it can be tempting to provide service that is... READ MORE

Government 6/4/2019

The SECURE Act of 2019 and Now RESA

Without looking, can you tell me what the SECURE in The SECURE Act of 2019 stands for? If passed as proposed, IRAs and 401(K)s will see major changes. READ MORE

Client Retention 5/30/2019

How to Be There for Clients in Difficult Times

Bryce Sanders brings us an article detailing the situations that our clients could find themselves in and how best to react and help them. READ MORE

Financial Advisors 5/28/2019

Financial Advisor Marketing Strategies

Whether to existing or potential clients, it’s important that you understand what is necessary to market yourself and to put your best foot forward. READ MORE

Market Opinion 5/23/2019

The Challenge of Negative Compounding

When considering what to avoid as the market faces volatility, understanding compounding and correlation are a tool to help investors make the most... READ MORE

Sales Development 5/22/2019

10 Ways to Encourage Your Prospect to Leave Your Competitor

By communicating ways in which your services can better suit a potential client, you may be able to move a prospect from their current financial ad... READ MORE

Technology 5/21/2019

Does Your Website Need an Update?

Do you think it's time your website got an update? If so, here are some tips for building the type of content your clients might respond to. READ MORE

Technology 5/16/2019

Email Strategies to Improve Your Communication

Email is an indispensable tool for communicating. If you'd like to take a close look at upping your email writing prowess, try implementing these t... READ MORE

Financial Advisors 5/15/2019

Which Retirement Account Comes First, the 401(k) or the IRA?

William H. Byrnes and Robert Bloink offer advice on 401(k) and IRA rules, evaluating the needs of your client, and what a client with limited funds... READ MORE

Trust 5/14/2019

Is Winter Coming for Some of Your Best Clients?

Have you spoken to your large clients about their strategies before sunset provisions or new legislation force them to change? READ MORE

Video 5/9/2019

Video: Dunham | World-Class Trust & Investment Firm

When you subscribe to our YouTube channel, you can expect content on Bear Market strategies, financial topics, market news, and a whole lot more. READ MORE

Sales Development 5/8/2019

What’s Your Why?

Figuring out just what drives you in your life and your practice may be the key to boosting your business and finding purpose in your work. READ MORE

Sales Development 5/7/2019

5 Techniques for Amazing Client-Focused Phone Calls

When running your own business, nothing maintains relationships with your clients like a well-timed phone call. Here are 5 techniques for making yo... READ MORE

Financial Advisors 5/2/2019

Creating Service Value for Each Generation

Providing your services to each generation of client can be difficult without an idea of what their potential opportunities and threats to financia... READ MORE