Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Client Acquisition 11/21/2019
In this post, Bryce Sanders explains some of the easy places that an advisor can find prospects. They are simpler and more commonplace than one mig... READ MORE
Technology 11/19/2019
Some of the financial advisors reading this post have probably received a question from curious clients asking about Bitcoin and the blockchain. Th... READ MORE
Client Acquisition 11/14/2019
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... READ MORE
Market Opinion 11/12/2019
With the struggling performance of tech stocks following recent initial public offerings (IPOs), is it really worth it to buy at IPO? READ MORE
Self Improvement 11/7/2019
In this article, Coach Jim Johnson explains how having a personal mission statement can teach you to find value in yourself every day. READ MORE
Financial Advisors 11/5/2019
Turn-key asset allocation programs have been available for decades, but technological advancements and industry changes have increased the populari... READ MORE
Client Retention 10/31/2019
In this article, Bryce Sanders reviews some of the ways that clients can use their connections to find you prospects. Bryce also lists situations w... READ MORE
Video 10/29/2019
The third-quarter 2019 Quicklook reviews the economic events from the prior quarter, as well as their effects on the market. READ MORE
Client Acquisition 10/24/2019
For many advisors, meeting and associating with high net worth (HNW) prospects is a challenging goal. This article lists activities that may introd... READ MORE
Trust 10/22/2019
Offering trust services allows you to build your client's wealth well into the future while at the same time creating a strong business relationshi... READ MORE
Financial Advisors 10/17/2019
Advisors and agents put lots of effort into getting themselves into the right social situations with the right people. Shortly after introducing th... READ MORE
Trust 10/17/2019
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... READ MORE
Sales Development 10/10/2019
As a financial advisor you want to join high net worth (HNW) circles, make friends and transition those relationships to business when appropriate.... READ MORE
Financial Advisors 10/3/2019
Your well-off clients may have primary concerns more local than global events. In his article, Bryce Sanders discusses what some of these concerns ... READ MORE
Government 10/1/2019
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... READ MORE
Sales Development 9/26/2019
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 ... READ MORE
Self Improvement 9/24/2019
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... READ MORE
Client Retention 9/16/2019
Clients with special needs children can have many demanding needs that you may not be familiar with. Mike Zhang at familylifeshare.com has put toge... READ MORE
Free Time & Leisure 9/12/2019
While we might be tempted to think of the wealthy as a separate class of people with separate hopes, dreams, and interests, it is often the case th... READ MORE
Client Retention 9/10/2019
Acquiring customers is harder than retaining current ones. Analysis shows that it can cost five times more to get a new person to use your product ... READ MORE