
How You Can Benefit From Adding Podcasts To Your Marketing Plan
DMI | Marketing, podcast The benefits of adding a podcast to your marketing plan are numerous. A podcast can diversify your marketing, reach new audiences, provide insight into the internal workings and expertise of your organization, add credibility to your

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,

A 2021 Regulatory Outlook: 4 Critical Areas for Agents and Advisors
Maureen James – Co-owner/Principal at Summit Compliance Group, LLC | Compliance, Data Security, Risk Assessment, Regulation, Best Interest Rule “If you think compliance is expensive – try non-compliance.” – Former US Deputy Attorney General, Paul McNulty Compliance tends to get

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

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