
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

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

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

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

4 Easy Ways to Stay Connected With Your Clients This Summer
DMI | Marketing, business development Summer is the perfect time to enjoy a well-deserved vacation. Although many summer vacations have morphed into staycations this year, most people are still taking time off to spend with their families. While people are
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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.