Jan 03

Do You Have a Solid Marketing Foundation?

Have you ever been enticed by a marketing company telling you they have 'the next big thing' that guarantees hundreds of leads per month? Well, that's great and all, but if you don't take the time to help build a solid marketing foundation first, will those leads ever convert into clients?

It is easy to get caught up in the thrill of 'shiny marketing' and take on...

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Nov 15

6 Reasons Financial Professionals Should Invest in an Assistant

A career as a financial professional can be rewarding, but like any job, it also has drawbacks. As an independent financial professional, you have many duties and roles to fulfill, like attracting new clients, managing the office, keeping track of expenses, hosting workshops, and much more. These tasks can slow down your productivity and take time away from...

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Aug 29

DMI is Attending INBOUND 2019! Take a Look at the Sessions We're Most Excited About

Next week, the DMI Marketing team is attending INBOUND 2019 in order to apply cutting edge insights into our financial professionals' marketing programs. INBOUND features over 200 educational breakout sessions led by innovative marketing, sales, and customer success practitioners. 

So, what are we most excited to learn about? Hear directly from our team members as...

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Aug 16

Are You Trustworthy? See What Online Listings Say About You

Last week, Teri posted about utilizing the summer months to set goals, get organized, and re-evaluate your marketing.  As the summer winds down, faster than we all would like, you may be wondering how you can squeeze in one last quick win to boost marketing efforts. If so, you may want to take a closer look at your online listings.

Most businesses are already...

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Jul 26

Branding and Marketing Basics for Financial Professionals

While branding and marketing are two very different things, they are often confused because they go hand-in-hand.

Independent marketing organizations, like DMI, often offer both services to financial professionals, adding to the confusion. Although there is overlap, one comes first, and one can’t exist without the other. I know - I probably just made it even more...

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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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