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...

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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...

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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...

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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...

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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?

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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...

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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...

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Self Improvement 7/25/2019

A Word That Can Improve Your Financial Wellness

The Wealth Advisor discusses how to choose what defines your year and gives examples about how what you choose can apply to a constellation of issu...

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Market Opinion 7/23/2019

The VIX is a Great Tool For Telling Us What We Already Know

Before anyone looks to the VIX as some kind of future volatility forecast, they must first ask themselves “is the VIX really telling me something I...

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Sales Development 7/18/2019

The Cure for PAB: Prospecting Avoidance Behavior

Today, Success Coach Jim Rohrbach writes about Financial Advisors experiencing "Prospecting Avoidance Behavior" and what you can do to combat it.

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Technology 7/16/2019

The Anatomy of a Great Email

A great email can be thought of in terms of the human body. Take your emails to the next level by studying the "anatomy" of a great email!

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