Apr 12

Consider This Unique Outlook on Running Your Business

As the first of a two-part growth strategy for your business, this blog post focuses solely on you, the advisor. Most agents begin their business with the “do it yourself” approach. This can work in the beginning but eventually, you’ll need assistance to continue to grow your business. It can be a difficult decision to ask for guidance in running your company, as...

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Apr 05

How to Decide Which Index Annuity Product Makes The Most Sense For Your Client

With all the index annuity products in the marketplace today, it can be challenging to sort through them to find the right solution for your client. So, it's important to know your client's individual needs along with the various features of the products you work with.

Here are three steps to decide what product is a good fit for your client:

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Mar 29

Using Web Analytics to Make Your Site Work For You

If you haven't read my last blog yet, I'd recommend taking a few minutes to learn which kinds of changes you can make to your website this week so you can take full advantage of the points I'm going to cover today.

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Mar 22

How to Position Yourself as a Trustworthy Source

Successful client relationships involve trust. Treat your clients and prospects with kindness and respect and it will go a long way in positioning yourself as a trusted partner. Kindness and respect are traits we learned at a young age, and they're still the most valuable in your business practice. The basics are just that: basic.

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Mar 15

8 Ideas For Getting Organized and Avoiding Mistakes

We’ve all been in the situation where there’s so much to do that it’s too overwhelming and we don’t know where to start. If you find yourself feeling that way often, maybe it’s time to take a step back and get organized.

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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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