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

Free Time & Leisure 3/19/2020

Social Distancing Activities - Live Updates

Countless places around the world have closed in order to reduce the spread of COVID-19. But social distancing does not have to be all that bad, do... READ MORE

Market Opinion 3/18/2020

The Anatomy Of A Depression Vs. A Recession

After the crash of 1987, the running joke between traders on Wall Street was that the difference between a recession and a depression is that when ... READ MORE

Market Opinion 3/12/2020

Video: Remaining Hopeful In A Bear Market

Having hope in the face of panic is never easy. However, there's good reasoning when asking yourself or your clients to keep courage. READ MORE

Market Opinion 3/11/2020

The Prospects Of Economic Recovery Following Coronavirus

The stability of global markets is a major concern of government officials and investment professionals. Investors are reeling as markets drop, but... READ MORE

Financial Advisors 3/10/2020

Scripts for Financial Advisors: Preparing for the Next Market Decline

Here is a brief Market Decline Prep Script you can use now, while the market is still relatively high, with each of your clients. You can also use ... READ MORE

Market Opinion 3/5/2020

Three Data Points For You To Consider On The Coronavirus

In our Calm, Steady, and Common Sense series, we endeavor to bring you information to help you through the current market that may be helpful in ex... READ MORE

Prospecting 3/4/2020

How to Build Great Relationships With Clients

Joe Girard was a master of making people feel welcome, comfortable, and appreciated. However, it was his method of doing so that separated him from... READ MORE

Market Opinion 3/2/2020

Dunham’s Response to the Coronavirus and the Current Market

On Sunday, March 1, as of the writing of this report, the Wall Street Journal reported that Rhode Island and New York have their first Coronavirus ... READ MORE

Market Opinion 2/28/2020

Calm, Steady, and Common Sense

We have all dealt with market, economic, or geopolitical events and the fear they may cause. Generally, this fear is the perception of the current ... READ MORE

Self Improvement 2/27/2020

Timely Topics for Client Conversations

In this post, some topics for client conversations are discussed, as well as remedies to concerns which clients may have to developments in the mar... READ MORE

Financial Advisors 2/25/2020

Why Investors Should Pay for Advice

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

Sales Development 2/20/2020

What Scottie Pippen's Bankruptcy Can Teach Us

Bankruptcies are common among professional athletes, winners of the lottery, and celebrities in the public eye. READ MORE

Self Improvement 2/18/2020

Systematize, Systematize, Systematize

With so much distraction, dysfunction and noise going on, it’s more important than ever to streamline your practice by systematizing all your proce... READ MORE

Prospecting 2/13/2020

Emerging Opportunities in Niche Markets

When clients are not sure who to pick or how to differentiate amongst a sea of financial advisors, knowing you belong to a similar group of people ... READ MORE

Financial Advisors 2/11/2020

17 Reasons Financial Advisors Should be Proud of Their Profession

In this post, 17 inspirational and motivational opinions on the financial advising industry are laid out for our financial advisors to read. READ MORE