Jan 11

New Ways to Prosper in a Changing Market Environment

What if there was a way for you to get paid on managed assets without studying for your Series 65 test?

There was a time when mutual funds, insurance, and annuities ruled the world of investment options for financial professionals, and only the biggest institutional or qualified investors had deep enough pockets to utilize wrap accounts. Today, you can open a...

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Jul 27

Is Now the Time to Rethink Utilizing Bonds?

In his 2011 annual letter to Berkshire Hathaway shareholders, Warren Buffet wrote, “High interest rates, of course, can compensate purchasers for the inflation risk they face with currency-based investments – and indeed, rates in the early 1980s did that job nicely. Current rates, however, do not come close to offsetting the purchasing-power risk that investors...

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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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Dec 16

3 Things That Keep A MDRT Producer Up At Night

In a business where you wake up every January 1st starting at zero, it is challenging to stay calm. The pressure of the everyday grind can create sleepless nights. Let’s see how much we have in common; I bet you will be able to relate to some of the things that have me staring at the ceiling at 1:30am. After identifying the causes, I will share a few strategies...

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Oct 20

Bank On The Bull or Cash In The Cow? Why Neither Option Is Best...

I’m consistently reminded of the stupidity of Wall Street. And I don’t say that to be funny because the stupidity of Wall Street becomes the stupidity of Main Street.

Here’s what I mean. I picked up the Wall Street Journal and there’s an article titled, “As Stock Prices Keep Rising, Should Investors Move to Cash?"[1]

In the first sentence, here’s how they lay out the...

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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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