Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

4/11/2023

Is COVID-19 Changing Your Money Habits?

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H...

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4/4/2023

Holistic Financial Planning and How Dunham Can Help

The term ‘holistic financial planning’ is probably familiar to you. Many headlines in advisor magazines and websites proudly display the descriptio...

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The Money Talk 4/1/2023

Happy April Fools' Day

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea...

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3/28/2023

Mastering Wealth Management Series Unlocking Key Strategies

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea...

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3/21/2023

Simple Ergonomics for the Busy Financial Advisor

Ergonomics is defined as the scientific study of people at work. Here are four ways you can improve ergonomics at the office by spending $0- $10 on...

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3/14/2023

Clients May be Concerned after the Silicon Valley Bank Failure

Dunham - A Leader in Innovative Programs for Your Clients, offers up to $50 Million in FDIC Insurance Through its Insured Deposit Marketplace (IDM)...

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3/7/2023

Dunham Insured Deposit Marketplace

If your clients’ risk tolerance is decreasing while talk of a recession is increasing, some of your clients may ask you to find options with potent...

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2/28/2023

Advertising Ideas for Financial Advisors

Advertising is a difficult task for any business. It requires a clear strategy and a careful understanding of your target market. As a financial ad...

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2/21/2023

Virtual Meeting Mistakes Financial Advisors Should Avoid

A client meeting used to be held at the office or at a restaurant; now, many meetings are virtual. According to Zippia, 50% of employees have at le...

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2/14/2023

Seven Strategies for Gaining Client Referrals

Finding solid strategies to encourage client referrals could set your practice apart from the rest and may help you bring in new AUM. Create busine...

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2/7/2023

Ways to Make Your Clients Feel Loved This Valentine’s Day

Your clients are the people in your life that you make a business of caring for, so why not use this holiday to show your clients some love as well?

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