Jan 11

New Ways to Prosper in a Changing Market Environment

What if there was a way for you to get paid on managed assets without studying for your Series 65 test?

There was a time when mutual funds, insurance, and annuities ruled the world of investment options for financial professionals, and only the biggest institutional or qualified investors had deep enough pockets to utilize wrap accounts. Today, you can open a...

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Jan 04

5 Steps to Make Your Financial Professional Website Shine

As a financial professional in 2019, you've probably heard that you need to have an online presence. Having that presence includes social media, search engine optimization, and your financial website. At DMI, we provide award-winning web design to our clients and know what makes a financial professional's website successful. Here are five things you can do to...

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Dec 28

The New Year is Almost Here. Are You Ready to Make it Great?

The New Year starts on Tuesday. Are you prepared to hit the ground running?

This is an important time of the year, as preparations are underway to get off to a fast start come Tuesday. Are you doing all you can to be ready for 2019? 

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Dec 21

Here Are the Top Strategies to Stay Memorable

When was the last time you had a memorable experience with a person or a brand? Why did it leave such a lasting impression?

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Dec 14

Make Sure You're Covering Every Step in the Hiring Process

As we begin to sit with our advisors to discuss next year’s plan, the majority of them want to hire new staff to support their growing business. Hiring additional staff or your first employee can be challenging. The right candidate can have a significant impact on your organization, but bringing on the wrong person can also negatively impact your team. One piece...

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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.

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