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Tag: Advisor

Building Better Relationships with your Clients as a Counselor versus a Transactional Advisor

A older white man sits looking out a window with a tablet in his hand, acting as a financial advisor and counselor

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 informing you that they have money to invest.  Let’s look at an example: the client, […]

recent blog posts

  • Climbing the MYGA Ladder

    Whether annuities are your primary product or a complementary portfolio solution, Multi-Year Guaranteed Annuities (MYGAs) are emerging as a valuable piece to consider in a retirement strategy. If you’re looking for creative ways to maximize MYGAs, […]

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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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