Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Financial Advisors 3/10/2020

Script For Preparing Yourself & Clients For The Next Market Decline

Here is a brief Market Decline Prep Script you can use now, while the market is still relatively high, with each of your clients. You can also use ...

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Market Opinion 3/5/2020

Three Data Points For You To Consider On The Coronavirus

In our Calm, Steady, and Common Sense series, we endeavor to bring you information to help you through the current market that may be helpful in ex...

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Prospecting 3/4/2020

How to Build Great Relationships With Clients

Joe Girard was a master of making people feel welcome, comfortable, and appreciated. However, it was his method of doing so that separated him from...

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Market Opinion 3/2/2020

Dunham’s Response to the Coronavirus and the Current Market

On Sunday, March 1, as of the writing of this report, the Wall Street Journal reported that Rhode Island and New York have their first Coronavirus ...

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Market Opinion 2/28/2020

Calm, Steady, and Common Sense

We have all dealt with market, economic, or geopolitical events and the fear they may cause. Generally, this fear is the perception of the current ...

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Self Improvement 2/27/2020

Timely Topics for Client Conversations

In this post, some topics for client conversations are discussed, as well as remedies to concerns which clients may have to developments in the mar...

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Financial Advisors 2/25/2020

Why Investors Should Pay for Advice

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ...

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