Jun 28

3 Critical Components of a Successful Seminar Strategy for Financial Professionals

Few advisors understand the amount of time, effort, and planning that goes into hosting a seminar. The process involves far more than simply throwing up a few pop-up banners and going through a presentation. From the pre-seminar planning, day of set up, and post-seminar follow-up, here is an overview of some of the steps involved to execute a successful seminar.

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May 31

How to Make Annuity Awareness Month Work for You

When it comes to developing a marketing campaign, choosing a compelling message can be daunting. That’s why when a national campaign comes along, it’s a great idea to take advantage of the message’s momentum. Jump on the ol’ bandwagon, if you will. As we close the book on May 2019, a national campaign will once again launch on June 1st – Annuity Awareness Month. 

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May 10

Four Easy Steps to Create an Awesome Marketing Strategy

It’s likely your business goals were top of mind when you started your company and began building your database. Through all the excitement and enthusiasm, were you also plotting your marketing strategy?

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Apr 19

The Ultimate Lesson to Grow Your Business

Last week, we discussed how you as the advisor can contribute to your business growth by hiring experts and allowing them to do their job. This approach focuses on self-development and how it can contribute to the success of your business. This week, we’re going to review the next secret to building a successful practice, and the answer to your growth strategy is...

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Apr 12

Consider This Unique Outlook on Running Your Business

As the first of a two-part growth strategy for your business, this blog post focuses solely on you, the advisor. Most agents begin their business with the “do it yourself” approach. This can work in the beginning but eventually, you’ll need assistance to continue to grow your business. It can be a difficult decision to ask for guidance in running your company, as...

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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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