Blog

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

Trust 12/12/2019

Holiday Cheer: Gifts, Life Insurance, and Merry Clients

Here is something that may keep you in the holiday spirit and could make your top clients happier than Santa finding milk and cookies on your coffe...

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Self Improvement 12/5/2019

Personality Traits That Financial Advisors Should Cultivate

Here are five things which could help a financial advisor connect well with their clients in ways that matter.

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Free Time & Leisure 11/26/2019

Thanksgiving Special - 10 Fun Facts About Golf

In the spirit of Thanksgiving, we are sending a fun update to our financial advisors. Here are 10 fun facts about golf. Have a happy Thanksgiving, ...

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Client Acquisition 11/21/2019

5 Easy Places to Find Prospects

In this post, Bryce Sanders explains some of the easy places that an advisor can find prospects. They are simpler and more commonplace than one mig...

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Technology 11/19/2019

The Blockchain - An Important, Astonishing New Development

Some of the financial advisors reading this post have probably received a question from curious clients asking about Bitcoin and the blockchain. Th...

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Client Acquisition 11/14/2019

How To Work The Fall Social Season

In this post, Bryce Sanders explores how to improve your social performance at parties this fall. Parties can be a wonderful way to meet clients an...

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Market Opinion 11/12/2019

The Unicorn Phenomenon - Coming To A Close?

With the struggling performance of tech stocks following recent initial public offerings (IPOs), is it really worth it to buy at IPO?

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Self Improvement 11/7/2019

Why Should You Have A Personal Mission Statement?

In this article, Coach Jim Johnson explains how having a personal mission statement can teach you to find value in yourself every day.

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Financial Advisors 11/5/2019

What are TAMPs and How Can They Free Up a Financial Advisor's Time?

Turn-key asset allocation programs have been available for decades, but technological advancements and industry changes have increased the populari...

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Client Retention 10/31/2019

How Clients Become Centers of Influence and Tell Your Story

In this article, Bryce Sanders reviews some of the ways that clients can use their connections to find you prospects. Bryce also lists situations w...

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Video 10/29/2019

Dunham's Third-Quarter 2019 Economic Recap

The third-quarter 2019 Quicklook reviews the economic events from the prior quarter, as well as their effects on the market.

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