UPDATED: March 18, 2020

Marketing Updates from DMI

DMI has your back, now more than ever. We understand that keeping appointments, and booking new ones, all while trying to move your workshops to an online format is of high priority. We also understand just how daunting it may be to do all of this on your own. The good news?  You don’t have to.

Your DMI team has been working diligently around the clock, with the help of our partner vendors, to ensure you have the tools necessary to reach your community when they need you most. Over the upcoming days, you will be receiving more insight on how to best leverage new technologies and expand upon your digital presence, because if you can’t bring clients to your physical location, you will need to connect with them online and we can help. Below you will find some helpful tips to help you get started.

1. Maintain a steady flow of appointments with an Appointment Mailer:

Cut through the online clutter and send a direct mail piece with an opportunity to schedule a one-on-one meeting with you.

2. Reach out to your Existing Database:

Remember all of those seminar attendees that didn’t end up becoming a client? Now is the time to reach out to them and offer your services. If you don’t currently have an email marketing platform, now is the perfect time to get started with a free platform, like Mailchimp. Follow the step by step instructions to create your account here

3. Conduct Virtual Workshop Events:

Good news, you can still host your Social Security workshops, just move them online! The process to fill the seats remains the same – you can work with one of our Direct Mail or Digital Marketing companies to increase registrations. 

Setting up a  Zoom or  Go To Meeting account is easy! You can use these platforms for your online workshops and your virtual one-on-one appointments! Stay tuned for how-to guides or contact your DMI Marketing contact for assistance.

4. Connect with more people via Facebook Live:

Did you know that 62% of online Seniors aged 65+ are on Facebook and 72% are between age 50-64 (Omnicore, 2020).

It makes sense to do a Facebook Live event or even a Facebook live message. This can be a simple meet and greet, giving an overview of yourself, your company, the current state of the marketing and economy, and how you can help them through. Learn how to do Facebook Live here.

5. Leverage Video Messaging:

Without the opportunity to meet people at the in-person events and build rapport, it is important to still have that face-time and show them you are there for them. You can do this through simple video tools, like BombBomb. Reach out to DMI for a discounted subscription rate!

Due to the influx of online content and advertising, now is a crucial time to have your communication stand out to your prospects. We are confident that the above methods will show your clientele that you are flexible and committed to helping your community plan for their future. 

We look forward to continuing to work together to help calm our communities’ financial anxieties while preserving your business.


Kaijsa Kurstin

Vice President, Marketing