Blog

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

Self Improvement 8/27/2019

Sample Timelines for Successful Seminars

It can be difficult to time out your seminars so you have enough time to prepare but also keep your workflow smooth and don't end up with lots of w...

READ MORE

Free Time & Leisure 8/22/2019

How Do the Wealthy Spend Their Money?

Advising or prospecting for wealthy clients need not be an ordeal. If you start with a fundamental understanding of where the wealthy spend their m...

READ MORE

About Us 8/19/2019

Dunham Trust Company Celebrates 20 Years and You May Get the Present!

In 1999, Dunham Trust Company (DTC) was founded on the simple idea that cultivating highly personal service would make a positive difference in pro...

READ MORE

Client Retention 8/15/2019

Protecting the Elderly from Financial Abuse

It's essential that our clients and their loved ones are protected from scams and fraud that can drastically endanger their long-term financial wel...

READ MORE

Sales Development 8/13/2019

How My Financial Advisors are Hiring Quality Talent for Their Practice

Would you believe me if I told you that back in 2009, as a junior in college, I had financial advisors in my branch office calling me asking for help?

READ MORE

Free Time & Leisure 8/8/2019

Why Wealth Building is like Weight Training

From fees paid to progress measured, Bryce Sanders writes about how to explain your advising in terms of weight training to clients who may be more...

READ MORE

Trust 8/1/2019

Why Offer Estate Planning Advice to Prospects

Sometimes, showing value to potential clients can be as simple and illustrating how you can build a strategy to long-term financial wellness and co...

READ MORE