Blog

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

Self Improvement 10/17/2019

Craft Your Answer to “What Do You Do?”

Advisors and agents put lots of effort into getting themselves into the right social situations with the right people. Shortly after introducing th...

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Trust 10/17/2019

Creating Large Pools of Assets to Manage: A Planning Tool for Deferring Taxes for up to 20 Years

If a client or prospect mentions they plan to sell a highly appreciated real estate or business, a planning tool known as an Intermediated Installm...

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Sales Development 10/10/2019

How Drinking Better Wine Can Lead to Increased Business

As a financial advisor you want to join high net worth (HNW) circles, make friends and transition those relationships to business when appropriate....

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Financial Advising 10/3/2019

8 Things Wealthy People Worry About

Your well-off clients may have primary concerns more local than global events. In his article, Bryce Sanders discusses what some of these concerns ...

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Government 10/1/2019

Impeachment and the Bull Market

Last week, I had three conversations with financial advisors and with one Dunham investor asking if I thought that an impeachment would mark the en...

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Sales Development 9/26/2019

An Overlooked Way to Increase Your Client Base.

When you tell your friends what you do, you can find yourself wondering why they have not yet become your client, even long after your practice is ...

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Self Improvement 9/24/2019

It’s September 2019 – Time to Go Back to School

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...

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