Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Self Improvement 8/27/2019
It can be difficult to time out your seminars so you have enough time to prepare but also keep your workflow smooth and don't end up with lots of w...
READ MOREFree Time & Leisure 8/22/2019
Advising or prospecting for wealthy clients need not be an ordeal. If you start with a fundamental understanding of where the wealthy spend their m...
READ MOREAbout Us 8/19/2019
In 1999, Dunham Trust Company (DTC) was founded on the simple idea that cultivating highly personal service would make a positive difference in pro...
READ MOREClient Retention 8/15/2019
It's essential that our clients and their loved ones are protected from scams and fraud that can drastically endanger their long-term financial wel...
READ MORESales Development 8/13/2019
Would you believe me if I told you that back in 2009, as a junior in college, I had financial advisors in my branch office calling me asking for help?
READ MOREFree Time & Leisure 8/8/2019
From fees paid to progress measured, Bryce Sanders writes about how to explain your advising in terms of weight training to clients who may be more...
READ MORETrust 8/1/2019
Sometimes, showing value to potential clients can be as simple and illustrating how you can build a strategy to long-term financial wellness and co...
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