Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Self Improvement 9/24/2019
Now that summer is over, isn't it time to refocus your personal learning? Jim Rohrbach of Success Skills has compiled an excellent resource of book...
READ MOREClient Retention 9/16/2019
Clients with special needs children can have many demanding needs that you may not be familiar with. Mike Zhang at familylifeshare.com has put toge...
READ MOREFree Time & Leisure 9/12/2019
While we might be tempted to think of the wealthy as a separate class of people with separate hopes, dreams, and interests, it is often the case th...
READ MOREClient Retention 9/10/2019
Acquiring customers is harder than retaining current ones. Analysis shows that it can cost five times more to get a new person to use your product ...
READ MORESales Development 9/5/2019
Hosting events when prospecting can be a tricky business, especially when you feel as though you've exhausted your usual dine around or seminar ser...
READ MOREFree Time & Leisure 8/29/2019
Bryce Sanders writes about presenting yourself properly in a way that will make your appearance as rich as your advising skills.
READ MORESelf 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?
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