Together we succeed

DAI provides a collaborative, supportive network of leaders, sector experts and administrators to help you build your business. From the start of your transition to DAI to bringing on your first new business and then maintaining your ongoing client relationships, we believe that together we can do it better.

Practice Management

Managing a practice and completing the required daily taskings can be daunting and time-consuming. At DAI, we provide a supportive environment and premier tools and technology to allow your practice to operative effectively so you can focus on growing your business. From giving you peace-of-mind with up-to-date compliance requirements to efficient on boarding of new clients and staff, we are here to help.

Marketing

Having the expertise to effectively market wealth management services isn’t in everyone’s wheelhouse. That’s where DAI comes in. At DAI, you are backed with the right strategies, tools and tactics to grow your brand and business. You will have access to website templates, ads and a collateral suite that are ready to go as is or customizable and, most importantly, compliant-approved.

Expert Access

Surrounding yourself with the right people who know the right things is key to your success. At DAI, we have built a team of industry and sector experts that are available to you for guidance and support—not just when it’s convenient for them but on your schedule, when you need them. Our senior leadership have spent spent their careers accumulating vital knowledge and valuable experience that they look forward to sharing it with you.

Learn More About Our Expert Team