Blog

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

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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Self Improvement 2/18/2020

Systematize, Systematize, Systematize

With so much distraction, dysfunction and noise going on, it’s more important than ever to streamline your practice by systematizing all your proce...

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Self Improvement 2/4/2020

How To Think Big Without Becoming Overwhelmed

Helen Keller was once reportedly asked, “Is there anything worse than being blind"? She replied, "Yes, a person with sight and no vision".

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Self Improvement 1/16/2020

How Do You Instill Discipline to Your Team?

In this post, Coach Jim Johnson explains how to establish credibility and structure amongst team members.

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Self Improvement 1/9/2020

How Can You Make Your 2020 Resolutions Come To Fruition?

In this Dunham blog post, Coach Jim Johnson writes about how to make New Year's resolutions happen. They are functions of discipline and habit.

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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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Prospecting 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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