Apr 17

How to Become a Thought Leader in Your Industry

Becoming a thought leader for your industry can transform your brand because it positions your company as an industry leader, opens the door for new possibilities, and builds trust with your community. These 6 tips will get you started to build your thought leadership:

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Apr 13

The Importance of a Strong Call To Action

The importance of a strong call to action (CTA) is more than just a few words thrown together on a social media post or an email, it’s about connecting your reader with the next step of action. This guide will help you create a compelling CTA to convert leads into customers.

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Mar 25

Social Media 101:  How to Make the Most out of Your Social Pages

Every day, more businesses are making social media a core part of their marketing strategy, and financial advisors and agents should be no exception. More than a billion people are currently active on Facebook and there has never been an easier way for brands to promote to such a large and concentrated group of people.

If you’re curious about how you can enter...

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Feb 27

3 Advantages of Connecting With Your Clients During Tax Season

It’s that time of year again where everyone turns their attention towards tax season. As a financial professional helping families navigate retirement, it is important to provide value during this time of year and make sure your clients understand the impact taxes have during retirement planning. Here are three advantages of using tax season as an opportunity to...

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Jan 17

The SECURE Act: 3 Key Provisions Impacting Financial Professionals

A few months ago, we published a blog about pending legislation called the SECURE Act of 2019 which had several provisions impacting retirement planning.  Now that the Act has officially passed, we thought it would be beneficial to revisit a few key provisions affecting the agents and advisors with whom we work.  While the Act was wide-ranging in its impact, there...

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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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