Blog | Dunham

Sales Development 5/22/2019

10 Ways to Encourage Your Prospect to Leave Your Competitor

By communicating ways in which your services can better suit a potential client, you may be able to move a prospect from their current financial ad...

Technology 5/21/2019

Does Your Website Need an Update?

Do you think it's time your website got an update? If so, here are some tips for building the type of content your clients might respond to.

Technology 5/16/2019

Email Strategies to Improve Your Communication

Email is an indispensable tool for communicating. If you'd like to take a close look at upping your email writing prowess, try implementing these t...

Financial Advisors 5/15/2019

Which Retirement Account Comes First, the 401(k) or the IRA?

William H. Byrnes and Robert Bloink offer advice on 401(k) and IRA rules, evaluating the needs of your client, and what a client with limited funds...

Trust 5/14/2019

Is Winter Coming for Some of Your Best Clients?

Have you spoken to your large clients about their strategies before sunset provisions or new legislation force them to change?

Video 5/9/2019

Video: Dunham | World-Class Trust & Investment Firm

When you subscribe to our YouTube channel, you can expect content on Bear Market strategies, financial topics, market news, and a whole lot more.

Sales Development 5/8/2019

What’s Your Why?

Figuring out just what drives you in your life and your practice may be the key to boosting your business and finding purpose in your work.

Sales Development 5/7/2019

5 Techniques for Amazing Client-Focused Phone Calls

When running your own business, nothing maintains relationships with your clients like a well-timed phone call. Here are 5 techniques for making yo...

Financial Advisors 5/2/2019

Creating Service Value for Each Generation

Providing your services to each generation of client can be difficult without an idea of what their potential opportunities and threats to financia...

Sales Development 5/1/2019

7 Strategies to Get Prospects to Commit in Uncertain Times

Whether it's the economy or personal issues making potential clients hesitant to start with you, you can meet them in a compassionate and fiscally ...

Financial Advisors 4/30/2019

Should You Pay Advisory Fees on Investments?

When a prospect says someone else might handle an investment for x basis points cheaper, tell them they are not paying an advisory fee for the inve...