Dmi

We strive to develop long-term relationships with those we serve, and find ways to elevate your practice by educating you on the products and sales solutions that matter. We'll work to understand the nuances of your business and provide personalized support that makes it easier for you to do your job better.

DMI is committed to giving back to local charitable programs in and around our home town of Hingham, Massachusetts. We are dedicated to serving the communities where we work and live through a diverse range of causes and organizations by freely donating our time and talent.

Recent community service partners include Crossroads, Joe Andruzzi Foundation, Calle's Miracle Run, My Brother's Keeper, Road to Responsibility, and The Friends of Mel Foundation.We will continue our charitable work by helping our local communities in 2019. DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and operations.

Take the stress out of marketing your financial advisory business so you can focus on your clients. Setting up a successful marketing strategy requires a partnership. Financial advisor marketing services start with building a solid foundation, and as your business grows, you qualify for additional marketing services.

Competition is tough. You need a team behind you that can keep you ahead of the pack by uncovering opportunities to grow your business. You dedicated your career to helping your clients find solutions to their financial needs. That's no easy task. You don't need products pushed at you - you need the right product at the right time.

We handle every aspect of the back-office work so you focus on doing what you do best - selling. Our operations department handles new business management, underwriting, commissions and contracting for financial advisors. The main focus of the operations support department is to ensure all life and annuity applications are processed efficiently.