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, […]
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As a financial professional, your success hinges on your ability to attract and convert potential clients into loyal, long-term partners. To achieve this, you need a robust lead generation strategy that not only brings in a consistent flow of […]
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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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