Blog

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

Free Time & Leisure 8/25/2020

10 Things You Can Do When You Don’t Feel Like Working

There are days when your “Get up and go” just “Got up and went.” Every day has the potential to be the best day of your career.

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Financial Advisors 8/18/2020

6 Tips for New Financial Advisors

Starting a career as a new financial advisor is both exciting and daunting. Are you passionate about learning more, building your portfolio, and de...

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Client Acquisition 8/11/2020

How I Engage With New LinkedIn Connections (Without Scaring Them Away)

Everyone wants to know how to turn LinkedIn connections into business. Many advisors are good at getting first-level connections, but what do you d...

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Sales Development 8/4/2020

3 Local Influencers You Want to Know

Knowing people is good. Knowing certain people may be better. Centers of Influence. We basically define them as people who can send business to us.

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Client Retention 7/28/2020

3 Ways to Build Your Client Base as a Financial Advisor

Kurt Zoeller is a financial advisor and Certified Wealth Strategist at his firm Zoeller Asset Management, based out of Chesterfield, Missouri. We ...

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Financial Advisors 7/21/2020

1031 Exchange Issues Might Extend Beyond the Tax Deadline

Your clients selling real estate may be facing a new challenge when using a 1031 exchange to defer capital gains.

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Video 7/14/2020

Video: Dunham | Quarter in 2s

Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.

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Financial Advisors 7/7/2020

Finally, A Sigh of Relief For Early RMD Recipients

The CARES Act provided a waiver of required minimum distributions (RMDs) for 2020. It applied to IRAs, 401(k) plans, 403(b) plans, and governmental...

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Client Acquisition 6/30/2020

How I Made LinkedIn Worth the Effort

Everyone is searching for the “silver bullet” in prospecting. My goal has been to raise my visibility on LinkedIn.

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Sales Development 6/22/2020

Your Network Is Probably Bigger Than You Think

The COVID-19 pandemic has us all working from home. This can get pretty old, pretty quickly. You’ve called clients. Done virtual cocktails with fri...

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Client Retention 6/17/2020

How to Handhold Nervous Clients

What happens when the market has a big down day? Well, it had to happen eventually.

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