Jun 19

Is Your Client's Income Guaranteed?

June is Annuity Awareness Month, making it the perfect time to educate your customers on annuities and their benefits. Here are some of the factors to be aware of when educating your clients.

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May 14

Helping Clients Prepare for the Unexpected

Our economy is currently going through a great change as a result of COVID-19, and many families are having their financial strategies upended because of it. However, as a financial planner, you are in the perfect position to guide your clients through this troubling period and help them work towards their financial goals.

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Apr 17

How to Become a Thought Leader in Your Industry

Becoming a thought leader for your industry can transform your brand because it positions your company as an industry leader, opens the door for new possibilities, and builds trust with your community. These 6 tips will get you started to build your thought leadership:

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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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    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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