Blog | Dunham

Financial Advisor 12/24/2024

Must-Read Books for Financial Advisors to Kickstart 2025

Discover the top books every financial advisor needs to read in 2025 -from market insights to practice management, this curated list will help you ...

Financial Advisor 12/3/2024

Why Financial Advisors Could Be Approaching a Major Opportunity

Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ...

Financial Advisor 11/26/2024

10 Creative Gift Ideas for Financial Advisors to Impress Clients Under $100

Finding the perfect gift for clients doesn’t have to be a challenge. Discover 10 thoughtful and creative gift ideas under $100 tailored for financi...

Financial Advisor 11/5/2024

Seven Arrows for Financial Advisors Helping Clients Sell Businesses and Real Estate

Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a...

Financial Advisor 10/15/2024

How Financial Advisors Can Simplify Complex Investment Concepts and Build Client Trust

Financial advisors can build client trust by simplifying complex investment concepts without losing substance. Learn actionable strategies to break...

Financial Advisor 9/24/2024

Women Are Leading the Next Wave of Growth in Wealth Management

Women are set to control $30 trillion in financial assets by 2030, driving a major shift in wealth management. As female economic power grows, fina...

Financial Advisor 8/6/2024

Preserve Generational Wealth During the $84 Trillion Wealth Transfer: Strategies for Financial Advisors

Discover effective strategies for preserving generational wealth during the $84 trillion Great Wealth Transfer. Learn about trusts, financial liter...

Financial Advisor 6/18/2024

Top 8 Analogies Every Financial Advisor Can Use to Connect with Clients

Financial topics can be daunting for clients. Financial advisors should use analogies to make concepts clearer and more relatable. Analogies like f...

Financial Advisor 6/11/2024

Elevate Your Practice: Outsourcing Essentials for Independent Financial Advisors

Running a financial advisory practice involves more than investment advice. Outsourcing tasks like tax planning and content marketing can boost eff...

Financial Advisor 6/4/2024

Lost in the Financial Frenzy? A Financial Advisor Can Help Cut Through the Noise

Financial advisors help bridge the gap between perception & reality. Confused clients with mismatched economic understanding & retirement goals nee...

Financial Advisor 5/28/2024

Stressed About the Nest Egg? How Mental Health Can Derail Retirement Dreams

Recognizing the link between rising mental illness and poor financial outcomes is crucial. Financial stability supports mental well-being, but ment...