Mar 01

You're Leaving a Lot of Money on the Table - Here's Why

Why would 30 buying units, after a long day of work, drive to the Holiday Inn Express on a chilly Tuesday evening to listen to you speak for an hour and a half if something weren’t worrying them about their future?

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Feb 15

Here's What You Should Know About Shiny Marketing

As the Principal of an IMO, I have many opportunities throughout the year to attend national wholesaler meetings. It’s a great chance to bond and see friends who are also direct or indirect competitors. Many of these folks are incredibly successful and run large organizations.

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Jan 25

How to Make Sure You Hit Your Goals in 2019

The start of a new year is a time to reflect and change or improve how you live your life - or run your business. A good way to begin is by reviewing your marketing strategy.

An annual marketing plan helps set your marketing efforts on the right track to reach your goals. Think of it as a high-level strategy that guides the direction of your team's campaigns,...

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Jan 04

5 Steps to Make Your Financial Professional Website Shine

As a financial professional in 2019, you've probably heard that you need to have an online presence. Having that presence includes social media, search engine optimization, and your financial website. At DMI, we provide award-winning web design to our clients and know what makes a financial professional's website successful. Here are five things you can do to...

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Dec 21

Here Are the Top Strategies to Stay Memorable

When was the last time you had a memorable experience with a person or a brand? Why did it leave such a lasting impression?

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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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