Blog

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

Client Acquisition 8/11/2020

How I Engage With New LinkedIn Connections (Without Scaring Them Away)

Everyone wants to know how to turn LinkedIn connections into business. Many advisors are good at getting first-level connections, but what do you d...

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Sales Development 8/4/2020

3 Local Influencers You Want to Know

Knowing people is good. Knowing certain people may be better. Centers of Influence. We basically define them as people who can send business to us.

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Client Retention 7/28/2020

3 Ways to Build Your Client Base as a Financial Advisor

Kurt Zoeller is a financial advisor and Certified Wealth Strategist at his firm Zoeller Asset Management, based out of Chesterfield, Missouri. We ...

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Financial Advisors 7/21/2020

1031 Exchange Issues Might Extend Beyond the Tax Deadline

Your clients selling real estate may be facing a new challenge when using a 1031 exchange to defer capital gains.

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Video 7/14/2020

Video: Dunham | Quarter in 2s

Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.

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Financial Advisors 7/7/2020

Finally, A Sigh of Relief For Early RMD Recipients

The CARES Act provided a waiver of required minimum distributions (RMDs) for 2020. It applied to IRAs, 401(k) plans, 403(b) plans, and governmental...

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Client Acquisition 6/30/2020

How I Made LinkedIn Worth the Effort

Everyone is searching for the “silver bullet” in prospecting. My goal has been to raise my visibility on LinkedIn.

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