Teri Crisafulli - Strategic Marketing Manager

At DMI, Teri oversees and facilitates workshops and events for DMI and financial professionals across the country. She works with advisors and agents to develop strategies to market their events across several platforms effectively and finds strategic solutions to drive attendance and participation rates.

Recent Posts

Jan 03

Do You Have a Solid Marketing Foundation?

Have you ever been enticed by a marketing company telling you they have 'the next big thing' that guarantees hundreds of leads per month? Well, that's great and all, but if you don't take the time to help build a solid marketing foundation first, will those leads ever convert into clients?

It is easy to get caught up in the thrill of 'shiny marketing' and take on...

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Aug 09

Take Control and Push Through the Summer Slump

August can be a slow month; Summer is winding down, you, your employees, and your clients are likely all taking vacations and enjoying time with family and friends. It is easy to fall into a Summer 'slump' and let things slide when it comes to your business. With September fast approaching, here are a few simple ways you can turn a slow August around to become a...

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Jul 05

6 Presentation Skills, Tips and Techniques for the Financial Professional

As a financial professional, you have the knowledge and skills to guide people in their retirement strategies. When people are made aware of their financial health, they are better able to take steps to develop a retirement strategy. Workshops provide a great method of educating people on what financial health looks like. You’re the expert in all things retirement...

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Jun 28

3 Critical Components of a Successful Social Security Seminar

Few financial professionals understand the amount of time, effort, and planning that goes into hosting a seminar. The process involves far more than simply throwing up a few pop-up banners and going through a presentation. From the pre-seminar planning, day of set up, and post-seminar follow-up, here is an overview of some of the steps involved to execute a...

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