Blog

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

Financial Advisors 9/15/2020

Confusion and Misconception Abound: Helping You Set the Record Straight.

In my humble effort to provide support, let me review some of the finer points of social security, all fully sourced, so you can combat the misconc... READ MORE

9/8/2020

Should I Become a Financial Advisor?

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Client Acquisition 9/1/2020

Does Community Involvement Have a Business Payoff for Advisors?

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

Free Time & Leisure 8/25/2020

10 Things You Can Do When You Don’t Feel Like Working

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

8/18/2020

6 Tips for New Financial Advisors

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Client Acquisition 8/11/2020

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

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

Sales Development 8/4/2020

3 Local Influencers You Want to Know

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

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 ... READ MORE

7/21/2020

1031 Exchange Issues Might Extend Beyond the Tax Deadline

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE

Video 7/14/2020

Video: Dunham | Quarter in 2s

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Financial Advisors 7/7/2020

Finally, A Sigh of Relief For Early RMD Recipients

This post was authored by Francisco Quinonez, Dunham's Marketing Manager. If you have questions concerning today's topic, please call us at (858) ... READ MORE

Client Acquisition 6/30/2020

How I Made LinkedIn Worth the Effort

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

Sales Development 6/22/2020

Your Network Is Probably Bigger Than You Think

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

Client Retention 6/17/2020

How to Handhold Nervous Clients

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

Market Opinion 6/10/2020

When Small is Big: Next Investment Opportunity?

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE