Blog

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

Client Retention 3/4/2020

Building Client Relationships: 1 Simple Task to Earn Loyalty

Joe Girard was a master of making people feel welcome, comfortable, and appreciated. However, it was his method of doing so that separated him from...

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Market Opinion 3/2/2020

Dunham’s Response to the Coronavirus and the Current Market

On Sunday, March 1, as of the writing of this report, the Wall Street Journal reported that Rhode Island and New York have their first Coronavirus ...

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Market Opinion 2/28/2020

Calm, Steady, and Common Sense

We have all dealt with market, economic, or geopolitical events and the fear they may cause. Generally, this fear is the perception of the current ...

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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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Financial Advisors 2/25/2020

Why Investors Should Pay for Advice

The bull market has run for more than ten years. Many investors don't remember down markets. Now online trades seem to be commission free.

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Sales Development 2/20/2020

What Scottie Pippen's Bankruptcy Can Teach Us

Bankruptcies are common among professional athletes, winners of the lottery, and celebrities in the public eye.

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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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