Why Your Clients Tune Out—And What to Do Instead If you’re spending most of your client meetings talking, rattling off features, explaining policies, and proving how much you know… I hate to break it to you, but you’re losing sales. Your clients don’t care about your encyclopedic knowledge of products. They care about their problems, […]
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There’s a moment every advisor knows too well. You’re building the plan, reviewing the assets, talking income strategies… and then you hit the section everyone tiptoes around: Long-term care. Clients get uncomfortable. You get cautious. And […]
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DMI, an independent marketing organization, was founded in 1989 to provide financial professionals three dynamic elements for success: marketing services, sales consulting and operations.
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