Dec 02

Four steps to snap out of a sales slump!

We have all been there! Things just aren’t clicking. Each sale seems to be harder to close than ever before, and confidence starts getting chipped away. We blame compliance, longer applications, underwriting etc… So, how do we get out of the funk we are in?

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Nov 23

The Choice Is Yours: Top Product, Marketing, & Case Management Articles of 2016

Operating a business in the financial services industry, while trying to stay in compliance, can be quite demanding and time-consuming. Between scheduling appointments and meeting with clients, fulfilling your post-sale requirements, and generating new business,  you can quickly go from someone who should be working ON their business, to one who is working IN...
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Nov 18

Challenge: 2 Daily Habits To Improve Your Sales Performance

Want to guarantee amazing performance? There are a few simple habits, in any industry, that separate those who fail from those who kill it! Here are two habits that give me an advantage over my competition and have propelled my performance to annually qualify for Top of the Table with the Million Dollar Round Table year, after year, AFTER YEAR.

Habit #1- Winners...

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Nov 11

Stop Taking Pay Cuts & GROW Your Profits

Greetings! Before we begin this blog, I need to ask you a few questions:

Every time you meet with a potential client, do you qualify them and complete a needs analysis?

Let’s assume you do some type of discovery to qualify your prospects and review their current status.

During the initial stages of your sales process, after you establish rapport, do you ask about...

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Nov 04

Seminar Marketing: Helping Your Attend-“ease”

You know what they say about free leads, right? You get what you pay for! That’s why this article isn’t about free leads. It’s about creating qualified leads. Specifically, it’s about using direct mail to create solid seminar attendees. Full disclosure: I do not work for a mail house so I have zero financial incentive to try to get you to do direct mail that doesn’t...

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DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and business management.