Blog

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

Trust 5/14/2019

Is Winter Coming for Some of Your Best Clients?

Have you spoken to your large clients about their strategies before sunset provisions or new legislation force them to change?

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Market Opinion 5/9/2019

Video: Dunham | World-Class Trust & Investment Firm

When you subscribe to our YouTube channel, you can expect content on Bear Market strategies, financial topics, market news, and a whole lot more.

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Sales Development 5/8/2019

What’s Your Why?

Figuring out just what drives you in your life and your practice may be the key to boosting your business and finding purpose in your work.

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Sales Development 5/7/2019

5 Techniques for Amazing Client-Focused Phone Calls

When running your own business, nothing maintains relationships with your clients like a well-timed phone call. Here are 5 techniques for making yo...

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Financial Advising 5/2/2019

Creating Service Value for Each Generation

Providing your services to each generation of client can be difficult without an idea of what their potential opportunities and threats to financia...

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Sales Development 5/1/2019

7 Strategies to Get Prospects to Commit in Uncertain Times

Whether it's the economy or personal issues making potential clients hesitant to start with you, you can meet them in a compassionate and fiscally ...

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Financial Advising 4/30/2019

Should You Pay Advisory Fees on Investments?

When a prospect says someone else might handle an investment for x basis points cheaper, tell them they are not paying an advisory fee for the inve...

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