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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Apr 28

A Social Security Maximization Package?

Looking to take advantage of some low hanging fruit?

10,000 Boomers are turning age 65 every day. They are making, or have made social security elections. One of the basic facts about social security for married couples is there will be a loss of social security income at the death of one of the spouses.

Loss of income is never a good thing, but you have the...

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Apr 07

What Your Financial Sales Consulting Approach Says About Your Brand

Did you know the average attention span of an adult is about 8 seconds? So, if you are in financial sales, does that mean you need to talk really fast to get your point across?

You know who talks really fast? Used car salesman & auctioneers. Why? Because all they want is a quick sale and move on to the next sale.

If you are trying to build a business and your...

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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.