May 03

The Power of Personalized Notes

When was the last time you opened your mailbox and found a handwritten note addressed to you?

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Mar 22

How to Position Yourself as a Trustworthy Source

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.

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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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Nov 23

3 Ways to Get Involved in The Community This Holiday Season

The holiday season is upon us! Things can get hectic with family dinners, present-wrapping, and errand-running, but we have some ways for you to not only make an impact with your community, but also maintain your client relationships. Establishing yourself as an active member in your community allows you to connect with new people and strengthen your existing...

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Nov 16

Tips for Preparing Your Client for The Paramedical Exam

As you may be aware, many insurance carriers now offer policies that don’t require clients to take an insurance exam. However, there are still times when an exam is necessary, and it’s important to guide your client through every stage in the application process.

The paramedical exam can be intimidating for your client, especially if it’s his or her first time....

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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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