Successful client relationships involve trust. Treat your clients and prospects with kindness and respect and it will go a long way in positioning yourself as a trusted partner. Kindness and respect are traits we learned at a young age, and they're still the most valuable in your business practice. The basics are just that: basic.
For the past month, I’ve been leveraging Wistia’s Google Chrome plug-in (Soapbox) to create video tutorials that I can easily send out to our sales team and clients to teach them how to perform a certain task within their CRM system. While written or verbal instructions alone may not fully answer a question, be misunderstood or just plain ignored, video tutorials...
For those of us managing our 30-60-90 day pipeline, guess what. There are less than 90 days remaining in 2017. You have less than 90 days to meet your year-end goal.
How’s your stress level?
Our advisors and agents often express interest in developing a radio show for their business. Occasionally, they even want to take the challenge on alone. Although it’s possible to produce your own show and buy time on local stations, it isn’t always the best way.
Here are 5 reasons why you should work with a partner like DMI Marketing to produce your radio show.
At DMI, we are regularly asked about the value of developing a radio program for financial services professionals. Advisors and agents alike ask, “How long will it take for a qualified lead to come in?” and “How much will it cost me?” or even, “Can’t I do it on my own?”
For the second article of our radio series, we interviewed Kurt Carberry, President of North...