2020 Reflections from DMI

DMI | Business, Branding, Communications, Operations In an unparalleled year, DMI focused on what we do best; we helped our agents grow their business by providing dynamic elements for success. In 2020, we innovated our best-in-class products, award-winning marketing services,

Read More »

Three Tips for Year-End Financial Planning

DMI | Financial planning, taxes 2020 is officially wrapping up. From market volatility to global challenges like the COVID-19 pandemic, this year has been full of ups and downs. It’s more important than ever to ensure your financial planning is

Read More »

How to Give Back This Holiday Season

DMI | Relationship Building, community The holiday season is full of excitement and wonder, but it can also be stressful for many families. Giving back to your community is a great way to spread joy while providing help to those

Read More »

Tips for a Successful First Client Meeting

DMI | Business, business management, Relationship Building, Operations Asking the right questions during a fact-finding meeting is key to impressing your clients, allowing you to start your relationship off on the right foot. Read on to learn more about the importance

Read More »

How to Stay Connected in a Virtual World

DMI | Marketing, COVID-19, Communications, Virtual Meetings The COVID-19 pandemic has significantly increased our reliance on virtual meeting software. Video conferencing giant Zoom saw daily users increase from 10 million (prior to the COVID-19 pandemic) to 300 million on April

Read More »

Subscribe to our blog & leverage the DMI team’s experience with our weekly blog posts catered to the financial professional.

Blog Subscribe