Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

The Money Talk 4/1/2023

Happy April Fools' Day

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea...

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3/28/2023

Mastering Wealth Management Series Unlocking Key Strategies

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea...

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3/21/2023

Simple Ergonomics for the Busy Financial Advisor

Ergonomics is defined as the scientific study of people at work. Here are four ways you can improve ergonomics at the office by spending $0- $10 on...

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3/14/2023

Clients May be Concerned after the Silicon Valley Bank Failure

Dunham - A Leader in Innovative Programs for Your Clients, offers up to $50 Million in FDIC Insurance Through its Insured Deposit Marketplace (IDM)...

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3/7/2023

Dunham Insured Deposit Marketplace

If your clients’ risk tolerance is decreasing while talk of a recession is increasing, some of your clients may ask you to find options with potent...

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2/28/2023

Advertising Ideas for Financial Advisors

Advertising is a difficult task for any business. It requires a clear strategy and a careful understanding of your target market. As a financial ad...

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2/21/2023

Virtual Meeting Mistakes Financial Advisors Should Avoid

A client meeting used to be held at the office or at a restaurant; now, many meetings are virtual. According to Zippia, 50% of employees have at le...

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2/14/2023

Seven Strategies for Gaining Client Referrals

Finding solid strategies to encourage client referrals could set your practice apart from the rest and may help you bring in new AUM. Create busine...

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2/7/2023

Ways to Make Your Clients Feel Loved This Valentine’s Day

Your clients are the people in your life that you make a business of caring for, so why not use this holiday to show your clients some love as well?

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1/31/2023

Finance Essentials: Bond Basics

The Finance Essentials Series seeks to explore, clarify, and explain concepts you may see as common knowledge, but your clients view as technical j...

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1/26/2023

Behind the Scenes of Your Dunham Portfolio

Dunham is pleased to offer you "Behind the Scenes of Your Dunham Portfolio"! Join us as we explore the thinking and analysis that went into the Dun...

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