Aug 13

4 Easy Ways to Stay Connected With Your Clients This Summer

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 taking a much-needed break from the stressors of life, it can make it a difficult time for financial professionals to grow their business.


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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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Nov 10

Your Lack of a Marketing Strategy Is Costing You

People visit our blog, download our materials, and work with our office because they have a problem they need to solve. Maybe they don’t have the best solution for a client and ask one of our consultants for help. Or, maybe they have trouble with generating leads for their business, which they hope to grow and expand. Others rely on our case management team to...

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Jul 25

Why You Aren't Increasing Your Appointment Numbers

During a lot of consulting calls, we end up hearing something similar to “I’m A Great Financial Advisor, I Just Need More Appointments!”. It makes sense; you need to attract people to your business if you expect to generate sales. But in today’s world, one where the population is bombarded with hundreds and thousands of ads per day, how are you supposed to stand...

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Jun 23

The Importance Of Measuring Your Marketing Efforts

Take a moment to think about the current expenses for operating your business. The first items that might come to mind are probably recurring bills, such as: rent, travel, insurance, office supplies, phone/fax/internet costs, etc.

Where does a marketing budget fall in your priority list? For most business owners, a marketing budget is this flexible, malleable fund...

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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.