Aug 06

The Proliferation of Social Media – And How to Manage Your Risks

Social media compliance: these three words can strike fear into the heart of any insurance agent in the financial industry. At its most basic, social media compliance simply means following the rules when using social media to engage with the public.

As technology continues to advance, social media platforms have become an integral part of an insurance agent’s...

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Apr 30

Staying Engaged During A Crisis

Like so many businesses out there, we know many agents have been working to keep their virtual doors open during a time of social distancing. Larger gatherings are prohibited, and face-to-face meetings have been moved online. Many clients are looking for ways to stay engaged and connected with you while trying to do what’s best for public health. Here we have a...

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Apr 13

The Importance of a Strong Call To Action

The importance of a strong call to action (CTA) is more than just a few words thrown together on a social media post or an email, it’s about connecting your reader with the next step of action. This guide will help you create a compelling CTA to convert leads into customers.

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Mar 25

Social Media 101:  How to Make the Most out of Your Social Pages

Every day, more businesses are making social media a core part of their marketing strategy, and financial advisors and agents should be no exception. More than a billion people are currently active on Facebook and there has never been an easier way for brands to promote to such a large and concentrated group of people.

If you’re curious about how you can enter...

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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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