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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Jul 20

7 Digital Advertising Tips for Financial Professionals

“The future of advertising is the Internet.” - Bill Gates

How true these words are. Today, it's virtually impossible to run a credible business without an internet presence. Consumers look to the Internet to educate themselves, to search for the products and services they need, and, – yes – sometimes to verify that your firm exists online and is trust-worthy. Any...

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Jun 28

3 Critical Components of a Successful Social Security Seminar

Few financial professionals 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...

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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.