Jan 28

Are You A Number Or A Name?

Is your IMO in YOUR corner?

Not every IMO is created equal. Some are built like a factory, processing apps in an automated fashion with little human interaction in the sales process. Some promise higher levels of compensation based on tiers of production and applications that come in through their door. Some even help with marketing your business by building a...

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Dec 16

3 Things That Keep A MDRT Producer Up At Night

In a business where you wake up every January 1st starting at zero, it is challenging to stay calm. The pressure of the everyday grind can create sleepless nights. Let’s see how much we have in common; I bet you will be able to relate to some of the things that have me staring at the ceiling at 1:30am. After identifying the causes, I will share a few strategies...

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