Tips for a Successful First Client Meeting

DMI | Business, business management, Relationship Building, Operations Asking the right questions during a fact-finding meeting is key to impressing your clients, allowing you to start your relationship off on the right foot. Read on to learn more about the importance

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How to Stay Connected in a Virtual World

DMI | Marketing, COVID-19, Communications, Virtual Meetings The COVID-19 pandemic has significantly increased our reliance on virtual meeting software. Video conferencing giant Zoom saw daily users increase from 10 million (prior to the COVID-19 pandemic) to 300 million on April

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Life Insurance Awareness Month

DMI | Marketing, life insurance, Relationship Building 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

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The Importance of a Having a Blog

DMI | Marketing 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

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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.