Asking the right questions during a fact-finding meeting is key to impressing your clients, allowing you to start your relationship off on the right foot. Read on to learn more about the importance of first meeting fact-finders, including tips on making a lasting positive impression. The Key to a Successful Fact-Finding Meeting Fact-finders should cover qualitative […]
recent blog posts
Asset Allocation has been part of the investment professional’s asset management strategy for decades. More recently, a considerable amount of attention has been focused on a natural extension of that approach: Asset Location. KEY TAKEAWAYS Asset […]
About
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
View our privacy policy
