More women than men associate negative emotions with financial planning and say they are less confident about managing money according to one study. Shift this trend by taking steps to better engage female clients and build a relationship based on trust and confidence. 1. Treat couples as equals… and individuals. When meeting with couples, be sure […]
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If you’re a football fan, you likely remember the collective gasp when Aaron Rodgers of the Jets went down with a season-ending injury mere moments into the first game of the year. Beyond the disappointment for the team and its fans, this incident […]
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DMI, an independent marketing organization and field marketing organization, was founded in 1989 to provide financial professionals three dynamic elements for success: annuity marketing services, life insurance marketing services, sales consulting and operations
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