What We Do
DSI is an industry leader in developing and implementing successful processes, tactics and plans to help you achieve your vision of success for your ideal business. We apply our skills and processes to your business through these services:
- Coaching and Business-Centric Consulting – DSI offers a menu of business coaching, consulting and workshops available individually or as part of our six-step Business Development Package.
- Sales and Marketing Systems and Tools – Our coaches put their experience in sales coaching and sales management to work to build your existing sales team’s effectiveness through improved systems and tools.
- Sales and Marketing Wholesaling – If you prefer, DSI can act as your wholesaler, applying our sales principles and tactics to your business.
- Strategic Resources and Partnerships – DSI gives you access to resources and partnerships that can help build your business without adding to your overhead.
DSI’s Business Philosophy
DSI is a collaborative agent in our clients’ success. We are equally invested with our clients in identifying and implementing higher-reaching levels of success for each company we work with. We have attained our success when our clients achieve their desired results.
Why Do Business With DSI
Our primary aim is to help you grow your business. With over four decades of combined experience in sales coaching, sales and sales management success, DSI’s coaches work with you to take an objective look at your business. DSI is as invested in your success as you are – making our coaches the business-sensible choice for partnering with you in building your ideal business.
The DSI Team
DSI is in the business of empowering your success. Our team members work with you and your employees to find the best solutions for growing your business, making it more efficient and using the right tools and techniques to attain your goals. Your success is a collaborative effort between DSI and you.
Our team members are experts in business coaching, sales and sales management success. They make DSI the business-sensible choice to help you clarify your business today, define where you want to be in the future, bridge the gap between today and tomorrow and achieve success.
Wally Peterson, Executive Vice President
“Our coaching approach is not a template approach. We don’t try to fit everyone into the same niche. We are more interested in the individual and where they want to be, not where we think they should be.”
Wally Peterson has more than 25 years of financial services marketing and sales experience. Before becoming a founding partner of DSI, Wally worked with Aid Association for Lutherans, Thrivent Financial Services and Fiserv ISS. He held several positions, including sales representative, general agent and managing partner with national leadership responsibilities for a sales force. Wally has a wealth of experience in coaching, marketing sales and sales management that he puts to work for DSI’s clients.
Tim McCain, Executive Vice President
“We help our clients envision their future business and work with them to set goals that will help them attain that vision. It’s important that they set their own goals because this is all about them. DSI emphasizes follow-up and follow-through – 90% of our clients’ results come in the implementation stage of the business development process. And we are there with them, every step of the way.”
Tim McCain comes to DSI with more than a decade of experience in the custodian and RIA marketplace. A founding member of DSI’s team, Tim has worked with Fiserv ISS. His experience in operations and client services makes him knowledgeable about what makes financial services firms work well, both in the front office and the back office. Tim’s experience and knowledge helped him become the top sales representative for the DATAlynx division of Fiserv ISS.
Jim Stover, Executive Vice President
“For DSI as a company, and for me as an individual, I think there are two things that set us apart. We establish a relationship with our clients that is on-going so we can customize solutions for their business. Then we help our clients maintain their focus on success. We’re building something together for the long term.”
Jim Stover, a Partner in DSI, began his career more than a decade ago with Fiserv ISS. He worked as a senior relationship manager with Fiserv ISS, where he became familiar with back office operations, before joining the Fiserv ISS sales team. His success in both positions has enabled him to take a clear view of what makes businesses successful.
