Jan 03

Do You Have a Solid Marketing Foundation?

Have you ever been enticed by a marketing company telling you they have 'the next big thing' that guarantees hundreds of leads per month? Well, that's great and all, but if you don't take the time to help build a solid marketing foundation first, will those leads ever convert into clients?

It is easy to get caught up in the thrill of 'shiny marketing' and take on...

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Nov 15

6 Reasons Financial Professionals Should Invest in an Assistant

A career as a financial professional can be rewarding, but like any job, it also has drawbacks. As an independent financial professional, you have many duties and roles to fulfill, like attracting new clients, managing the office, keeping track of expenses, hosting workshops, and much more. These tasks can slow down your productivity and take time away from...

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Sep 06

A Different Perspective on Long-Term Care

Collateral damage inflicted by a spouse or parent needing Long-Term Care (LTC) can be catastrophic to family and loved ones. Unfortunately, this important topic often gets brushed over or left out of the conversation regularly by financial professionals.

Most financial professionals will take the time to discuss the cost risks associated with not having a plan for...

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May 17

Here Are 5 Common Life Insurance Objections and How to Overcome Them

Recently on LinkedIn, a successful agent I know answered a newer agent's question on how to grow her business. I was impressed with his response to the inquiry:

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Apr 26

How to Manage Your Clients' Expectations Throughout the Application Process

You have sat down with your client and gathered enough information to determine what insurance company and product fits their needs. They have agreed upon all of this and they've signed an application.

You have done great up to this point. Even though the sale is not yet complete, it’s out of your hands, right?

Well, not exactly.

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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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