Aug 29

DMI is Attending INBOUND 2019! Take a Look at the Sessions We're Most Excited About

Next week, the DMI Marketing team is attending INBOUND 2019 in order to apply cutting edge insights into our financial professionals' marketing programs. INBOUND features over 200 educational breakout sessions led by innovative marketing, sales, and customer success practitioners. 

So, what are we most excited to learn about? Hear directly from our team members as...

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Aug 16

Are You Trustworthy? See What Online Listings Say About You

Last week, Teri posted about utilizing the summer months to set goals, get organized, and re-evaluate your marketing.  As the summer winds down, faster than we all would like, you may be wondering how you can squeeze in one last quick win to boost marketing efforts. If so, you may want to take a closer look at your online listings.

Most businesses are already...

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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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Aug 02

3 Misconceptions Financial Professionals Have About Radio

Radio, one of the oldest methods used to raise brand awareness, is still a top-reaching medium today. It comes as no surprise that many financial professionals have an interest in adding a radio show to their marketing strategy.

"93% of U.S. Adults 18 and older listen to the radio every week." –Neilson 2019

So, why is radio such an effective platform? Most...

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Jul 26

Branding and Marketing Basics for Financial Professionals

While branding and marketing are two very different things, they are often confused because they go hand-in-hand.

Independent marketing organizations, like DMI, often offer both services to financial professionals, adding to the confusion. Although there is overlap, one comes first, and one can’t exist without the other. I know - I probably just made it even more...

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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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