DMI Next Sale Podcast

DMI NEXT SALE PODCAST
  • 0.0 (0)
  • Investing

Tips & Strategies to help Financial Professionals, like YOU, close your Next Sale.

  1. Apr 2

    What if your client’s biggest risk isn’t the market… but sitting in a drawer?

    Most advisors spend their time managing portfolios, optimizing allocations, and preparing for market volatility. But what if the biggest risk in your client’s financial plan… isn’t the market at all? In this episode of DMI’s Next Sale, we uncover one of the most overlooked blind spots in financial planning: old, unreviewed life insurance policies.

    What if your client’s biggest risk isn’t the market… but sitting in a drawer?

  2. Feb 17

    The LTC Blind Spot

    In this episode of DMI’s Next Sale (The Deep Dive), we cut straight to the planning conversation that creates instant friction in client meetings: long-term care. We unpack why traditional LTC discussions stall (premium anxiety, paperwork fatigue, and the classic “use it or lose it” objection) — and how an asset-based approach can reframe LTC as strategic asset repositioning, not a new budget line item. You’ll learn: How to spot “lazy assets” in client portfolios and put them to workWhy “don’t use it, don’t lose it” changes the client's decisionThe difference between reimbursement vs. cash-indemnity style benefits — and why families careHow the Pension Protection Act (PPA) can turn old nonqualified annuity gains into a powerful planning opportunityWhat simplified underwriting really looks like in practiceWant the full playbook and implementation roadmap? Don’t miss the live webinar: The Asset-Based LTC Playbook — Feb 24 at Noon ET.

    The LTC Blind Spot

  3. 07/30/2025

    Unlock Bigger Roth Conversions with the Roth Blueprint System

    Learn how top advisors are turning complex tax conversations into multimillion-dollar opportunities using the Roth Blueprint—a proven system combining educational events with real-time tax modeling software. Build trust, simplify decisions, and drive serious ROI. 👉 Don’t miss the August 6th webinar to see it in action.

    Unlock Bigger Roth Conversions with the Roth Blueprint System

  4. 07/15/2025

    Retirement’s Curveballs — Here’s How Top Advisors Are Hitting Back

    The IUL Designed for Fiduciaries – A New Benchmark in Retirement Planning In this episode, we unpack a bold new shift in retirement strategy: a fiduciary-grade IUL designed for today’s volatile, post-60/40 world. As retirement challenges escalate—shrinking withdrawal rates, uncertain Social Security, and market instability—advisors need more than outdated playbooks. They need modern tools that deliver real-world outcomes. You’ll discover how this new Indexed Universal Life (IUL) product isn’t just insurance—it’s a strategic portfolio asset. With features like 410% participation potential, guaranteed lifetime income without annuities, and a built-in PlanGap® Benefit to counter Social Security cuts, this IUL redefines income planning. Whether you're looking to enhance downside protection, shift the efficient frontier, or deliver lifetime value to your clients, this conversation reframes the IUL not as a backup plan, but as a benchmark.

    Retirement’s Curveballs — Here’s How Top Advisors Are Hitting Back

  5. 06/23/2025

    Master the Psychology of the Financial Sale

    This episode? It's the exorcism your sales strategy needs. We’re torching the tired tactics and diving deep into the real reason you're not closing: you're pitching facts when you should be poking feelings.

    Master the Psychology of the Financial Sale

  6. 04/24/2025

    Retirement Income Planning Just Got a Black Ops Upgrade

    Four Retirement Threats. One Answer. Let’s be honest: most retirement income strategies out there look the same. Layer on some stocks, sprinkle in a bond ladder, add a little Social Security guesswork, and hope your client doesn’t live past 85 or get sick. That’s the plan? Meanwhile, your clients are quietly panicking about four things…

    Retirement Income Planning Just Got a Black Ops Upgrade

  7. 03/26/2025

    Becoming the Retirement Whisperer

    Listen in as we discuss insights from 2 ultra-successful financial advisors as they pull up the curtain on their $300+MM AUM business.

    Becoming the Retirement Whisperer

  8. 02/27/2025

    Mastering Client Discovery & Closing Sales Like a Pro

    Don't just make a pitch—make an impact. This episode dives into expert sales techniques from Sandler Training, including the powerful "upfront contract" and game-changing discovery strategies. Learn how to ask the right questions, handle objections like a pro, and recognize the perfect buying window. Then join our hands-on interactive webinar on March 5th. REGISTER NOW https://dmiuniversity.com/turn-discovery-into-revenue-build-your-winning-talk-track/

    Mastering Client Discovery & Closing Sales Like a Pro
See All (17)

About

Tips & Strategies to help Financial Professionals, like YOU, close your Next Sale.

Information

  • Creator
    DMI NEXT SALE PODCAST
  • Years Active
    2023 - 2026
  • Episodes
    17
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    DMI Next Sale Podcast