DMI

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

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Sep 15

Life Insurance Awareness Month

September is Life Insurance Awareness Month, giving you a great opportunity to creatively connect with clients and prospects. Establishing a marketing campaign that connects you with your clients can seem like an overwhelming task, so when a national campaign comes along, it’s a great idea to take advantage of the message’s momentum, especially when it shares such...

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Sep 09

The Importance of a Having a Blog

Most business owners in this day and age understand how important an online presence is. Bill Gates said it best, “If your business is not on the internet, then your business will be out of business.”

Of course, the first step in creating a strong online presence is through your website.  At DMI, we provide award-winning web design to our clients and know what...

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Aug 13

4 Easy Ways to Stay Connected With Your Clients This Summer

Summer is the perfect time to enjoy a well-deserved vacation. Although many summer vacations have morphed into staycations this year, most people are still taking time off to spend with their families. While people are taking a much-needed break from the stressors of life, it can make it a difficult time for financial professionals to grow their business.

If...

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Jun 19

Is Your Client's Income Guaranteed?

June is Annuity Awareness Month, making it the perfect time to educate your customers on annuities and their benefits. Here are some of the factors to be aware of when educating your clients.

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May 14

Helping Clients Prepare for the Unexpected

Our economy is currently going through a great change as a result of COVID-19, and many families are having their financial strategies upended because of it. However, as a financial planner, you are in the perfect position to guide your clients through this troubling period and help them work towards their financial goals.

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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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