Mar 15

8 Ideas For Getting Organized and Avoiding Mistakes

We’ve all been in the situation where there’s so much to do that it’s too overwhelming and we don’t know where to start. If you find yourself feeling that way often, maybe it’s time to take a step back and get organized.

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Feb 15

Here's What You Should Know About Shiny Marketing

As the Principal of an IMO, I have many opportunities throughout the year to attend national wholesaler meetings. It’s a great chance to bond and see friends who are also direct or indirect competitors. Many of these folks are incredibly successful and run large organizations.

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Jan 25

How to Make Sure You Hit Your Goals in 2019

The start of a new year is a time to reflect and change or improve how you live your life - or run your business. A good way to begin is by reviewing your marketing strategy.

An annual marketing plan helps set your marketing efforts on the right track to reach your goals. Think of it as a high-level strategy that guides the direction of your team's campaigns,...

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Jan 18

FIUL for Retirement Income?

Do your clients want both a death benefit as well as a way to save for retirement without losing access to their money?

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Jan 11

New Ways to Prosper in a Changing Market Environment

What if there was a way for you to get paid on managed assets without studying for your Series 65 test?

There was a time when mutual funds, insurance, and annuities ruled the world of investment options for financial professionals, and only the biggest institutional or qualified investors had deep enough pockets to utilize wrap accounts. Today, you can open 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.

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