We know that clients’ needs change over time: divorce, marriage, the birth of a grandchild, buying a property or finding a new hobby are all things that happen to and through retirement. Stay in front of your database each month so you will be who they think of first.
Building a great database is key, but mining an existing database is an easy way to grow your business. The DMI Reactivation Program does just that.
Download our Reactivation Guide to learn how to get started.
The pandemic has necessitated the need to meet our clients where they are and has shown us how events of all sizes can be adapted to fit into a virtual world. At DMI, we launched our virtual workshop program in 2020 and have seen tremendous success […]
DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and operations.
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