marketing services
Financial Advisor Workshops
Get in front of more prospects with our WORKSHOP-IN-A-BOX
We have the A-Z Solution for your in-person and financial advisor webinars, providing you with all the tools you need to run a successful event. From your presentation through to your first appointment, DMI has you covered for every step of the process. Contact us today to get started!
What you will receive:
- Dedicated Financial Advisor Workshop Coordinator
- Workshop Planning & Optimization Calendar
- Fill the seats with DMI's trusted webinar marketing partners
- Presentations
- Training
- Customized Materials
- Email & Phone Scripts
- Enrollment in our marketing campaign
- First Appointment Materials