Timely Topics for Client Conversations

Thursday, February 27, 2020

1 minute read

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, “Captivating the Wealthy Investor,” can be found on Amazon.

In this post, some topics for client conversations are discussed, as well as remedies to concerns which clients may have to developments in the markets and around the world.

Read the full article on ThinkAdvisor

Subscribe to the Dunham Blog

Client Retention 7/28/2020

3 Ways to Build Your Client Base as a Financial Advisor

Kurt Zoeller is a financial advisor and Certified Wealth Strategist at his firm Zoeller Asset Management, based out of Chesterfield, Missouri. We ...

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...

Self Improvement 2/4/2020

How To Think Big Without Becoming Overwhelmed

Helen Keller was once reportedly asked, “Is there anything worse than being blind"? She replied, "Yes, a person with sight and no vision".

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.

Build Your Practice

Join us for a webinar on September 8th, 2021, at 1:15 PM (PST) to learn how Dunham can help you identify the wealthiest 2-5% of your target market.

Once you grab the basics from this webinar, the Dunham team will provide additional resources and work with you to implement the Invisible Rich strategy.