American Association of Daily Money Managers
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For those who can’t attend the live webinars or on-site workshops, AADMM offers a recorded version of the Business Basics Workshop. The series consists of five, one-hour previously recorded webinar sessions that can be viewed for a five-week period. Click here for more details and to download the registration form. You can also register online.


Friday, November 10, 2017 - San Diego, California
(in conjunction with the Annual Conference)
Hotel details and registration to be announced Summer 2017

AADMM is providing this one-day workshop and webinars for those who are considering Daily Money Management as a career or those who are new to the profession.

The workshop sets forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis. At the end of this session, you will be able to:

  • Explain what DMMs do
  • Identify the traits and skills needed to be an effective DMM
  • Understand the steps needed to establish or build a client base
  • Understand the steps needed to jump-start the business
  • What is Daily Money Management
  • Skills and Traits Needed
  • A Day in the Life of a DMM
  • Defining Your DMM Business
  • Starting Your DMM Business
  • Growing and Marketing Your DMM Business
  • Fees, Pricing and Billing Practices
  • Ethical Considerations
  • What AADMM Can Do For You

The workshop is being offered at a rate of $240 for members of AADMM and $275 for non-members. Non-members that subsequently join AADMM within one month of the workshop will receive a $25 discount on the membership fee. The 9:00 am to 4:00 pm session includes a networking lunch.

“There was so much information - a wonderful workshop”.

“I felt like I put a lot of thought into the details of my DMM business; your session hit on all my topics and reinforced my strategies!”

“I appreciated the real life experiences that were shared”.

“Very beneficial - AADMM is a very professional organization!”


174 Crestview Drive . Bellefonte, PA 16823-8516
Phone: 814-357-9191 . Fax: 814-355-2452 . Email: