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Author: DMI Marketing

50% LESS COST, 100% MORE IMPACT

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SEQUENCE OF RETURNS RISK

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Sunset & Advanced Planning Roundtable

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UNLOCK SALES OPPORTUNITIES FOR TAX-FREE LTC

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MASTER DISCOVERY: Leverage Questions to Educate & Gain Commitment

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UNLOCKING CLIENT COMMITMENT: 3 Essential Drivers of Change

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MAXIMIZING ENGAGEMENT: Get People to Act on Your Advice

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GET CASH WORKING: Strategies to Move Money Off the Sidelines

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DMI, an independent marketing organization, was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and operations.

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We handle new business management, underwriting, commissions and contracting for financial advisors. You should focus on your client’s needs instead of spending valuable time on paperwork, dealing with carriers and underwriting.

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