May 10

Four Easy Steps to Create an Awesome Marketing Strategy

It’s likely your business goals were top of mind when you started your company and began building your database. Through all the excitement and enthusiasm, were you also plotting your marketing strategy?

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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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Apr 19

The Ultimate Lesson to Grow Your Business

Last week, we discussed how you as the advisor can contribute to your business growth by hiring experts and allowing them to do their job. This approach focuses on self-development and how it can contribute to the success of your business. This week, we’re going to review the next secret to building a successful practice, and the answer to your growth strategy is...

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Apr 05

How to Decide Which Index Annuity Product Makes The Most Sense For Your Client

With all the index annuity products in the marketplace today, it can be challenging to sort through them to find the right solution for your client. So, it's important to know your client's individual needs along with the various features of the products you work with.

Here are three steps to decide what product is a good fit for your client:

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Mar 29

Using Web Analytics to Make Your Site Work For You

If you haven't read my last blog yet, I'd recommend taking a few minutes to learn which kinds of changes you can make to your website this week so you can take full advantage of the points I'm going to cover today.

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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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