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

Self Improvement 1/16/2020

How Do You Instill Discipline to Your Team?

In this post, Coach Jim Johnson explains how to establish credibility and structure amongst team members. READ MORE

Client Acquisition 1/14/2020

How To Attract Million-Dollar Clients By Adding Comprehensive Legacy Planning To Your Practice

How much do you want to grow your practice? How fast do you want to grow it? It’s relatively easy to increase your average account size from $250k ... READ MORE

Market Opinion 1/10/2020

Video: Dunham | Quarter in 2s

Today's video was created by Francisco Quinonez, the Marketing Manager at Dunham. If you have questions concerning today's topic, please call us a... READ MORE

Self Improvement 1/9/2020

How Can You Make Your 2020 Resolutions Come To Fruition?

In this Dunham blog post, Coach Jim Johnson writes about how to make New Year's resolutions happen. They are functions of discipline and habit. READ MORE

Financial Advisors 1/2/2020

Secure Act Provisions Summary with Some Planning Tips

Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping... READ MORE

Sales Development 12/19/2019

Asking Someone on a Date Might Be a Disaster - Asking Them For Business Can Be Much Better

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 MORE

Trust 12/12/2019

Holiday Cheer: Gifts, Life Insurance, and Merry Clients

Here is something that may keep you in the holiday spirit and could make your top clients happier than Santa finding milk and cookies on your coffe... READ MORE

Self Improvement 12/5/2019

Personality Traits That Financial Advisors Should Cultivate

Here are five things which could help a financial advisor connect well with their clients in ways that matter. READ MORE

Free Time & Leisure 11/26/2019

Thanksgiving Special - 10 Fun Facts About Golf

In the spirit of Thanksgiving, we are sending a fun update to our financial advisors. Here are 10 fun facts about golf. Have a happy Thanksgiving, ... READ MORE

Client Acquisition 11/21/2019

5 Easy Places to Find Prospects

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 MORE

Technology 11/19/2019

The Blockchain - An Important, Astonishing New Development

Some of the financial advisors reading this post have probably received a question from curious clients asking about Bitcoin and the blockchain. Th... READ MORE

Client Acquisition 11/14/2019

How To Work The Fall Social Season

In this post, Bryce Sanders explores how to improve your social performance at parties this fall. Parties can be a wonderful way to meet clients an... READ MORE

Market Opinion 11/12/2019

The Unicorn Phenomenon - Coming To A Close?

With the struggling performance of tech stocks following recent initial public offerings (IPOs), is it really worth it to buy at IPO? READ MORE

Self Improvement 11/7/2019

Why Should You Have A Personal Mission Statement?

In this article, Coach Jim Johnson explains how having a personal mission statement can teach you to find value in yourself every day. READ MORE

Financial Advisors 11/5/2019

What are TAMPs and How Can They Free Up a Financial Advisor's Time?

Turn-key asset allocation programs have been available for decades, but technological advancements and industry changes have increased the populari... READ MORE

Client Retention 10/31/2019

How Clients Become Centers of Influence and Tell Your Story

In this article, Bryce Sanders reviews some of the ways that clients can use their connections to find you prospects. Bryce also lists situations w... READ MORE

Video 10/29/2019

Dunham's Third-Quarter 2019 Economic Recap

The third-quarter 2019 Quicklook reviews the economic events from the prior quarter, as well as their effects on the market. READ MORE

Client Acquisition 10/24/2019

Who Are Centers of Influence, Anyway?

For many advisors, meeting and associating with high net worth (HNW) prospects is a challenging goal. This article lists activities that may introd... READ MORE

Trust 10/22/2019

Five Key Aspects to Look For in a Trust Company

Offering trust services allows you to build your client's wealth well into the future while at the same time creating a strong business relationshi... READ MORE

Financial Advisors 10/17/2019

Craft Your Answer to “What Do You Do?”

Advisors and agents put lots of effort into getting themselves into the right social situations with the right people. Shortly after introducing th... READ MORE