Building Better Relationships with your Clients as a Counselor versus a Transactional Advisor
How can you reframe your client conversations from transactional focus to acting as a trusted advisor and partner to your clients? If you have been in this industry long enough, you will get that call from one of your clients
Jim Dobler, ChFC, RICP, CASL
February 23, 2021
Securing Your Client’s Information: Data Security Tips for Agents and Advisors
Financial agents and advisors often request and work with important personal identifying information (PII) from their clients that must be kept secure at all times. If a client’s sensitive information is leaked, it could be catastrophic for both the client
DMI
February 19, 2021
Customers at the Heart of our Business Leads to World Class Customer Satisfaction
Over the past 30 years, DMI has positioned itself as a trusted partner for agents and advisors. We have been able to build this trust with an emphasis on delighting our agents by offering superior products and delivering exceptional customer
Kaijsa Kurstin
February 14, 2021