The theme of the 2020 Dunham Institute is

Taking your Business to the Next Level

Join us for the 2020 Dunham Advisory Board meeting in San Diego at the beautiful Andaz San Diego. 

President and CEO of Dunham, Jeffrey A. Dunham, will start the Dunham Advisory Board meeting by sharing the firm's initiatives and financials since the 2019 Dunham Advisory Board Meeting, as well as his general insights on the financial services industry.

This year, the Dunham Advisory Board meeting will feature keynote speakers that are geared towards helping you take your financial advising business to the next level in order to create the success you want.

Sarano Kelley is the #1 rated industry speaker by the Securities Industry Association Wharton School of Business. He has been a media skills coach for the White House and has had two television shows produced about his and partner Brooke’s groundbreaking results using the process in their bestselling book “The Game: Win Your Life in 90 Days.”

Kelley grew up in a gang-infested neighborhood before attending an Ivy League school at just 16 years old. He began his career on Wall Street at Lehman Brothers, and in his first year he did $400,000 in production. He worked in the office of the largest producer in our industry who at the height of his career completed $80 million in production.

Other Speakers to be Announced.

With a variety of experienced thought leaders and industry experts leading this year’s conference, the 2020 Dunham Advisory Board meeting will help you learn new strategies that may help you expand your client base.

The Dunham Institute is an Event You Don’t Want to Miss!

Join us to see where you can take your business! 


Important Information for CFP® Certified Registrants

 CFP® Continuing Education (CE) credits are available for CFP® Certified Registrants participating in CFP® eligible conference sessions.