Blog

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

Financial Advisors 7/7/2020

Finally, A Sigh of Relief For Early RMD Recipients

This post was authored by Francisco Quinonez, Dunham's Marketing Manager. If you have questions concerning today's topic, please call us at (858) ...

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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. ...

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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. ...

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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. ...

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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...

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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...

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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. ...

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