For Individuals & Families
Members
Member resources, news, education and certification
Referral Partners
How daily money managers work with other professionals
Find a Daily Money Manager in Your Area
Daily Money Managers (DMMs) represent individuals and businesses in the field of daily money management. Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education to members and the public, and to develop a network of dedicated professionals.
What is a Daily Money Manager?
Join and Become a Member
EVENTS AND WEBINARS
Upcoming Events
Live Events and Webinars
AADMM hosts a variety of events designed for Daily Money Managers, including monthly live webinars, members-only book club meetings, new member webinars and the AADMM Annual Conference.
Recorded Webinars
Earn CEU Credits!
Explore our catalogue of past webinars and recorded events covering topics such as Standards of Practice, Types of Expenses, Payroll, Finance, Bookkeeping and Bill Pay, Ethics, and more! You can even earn CEU credits.
Business Basics
2-Part Webinar Series
This series is designed for those considering Daily Money Management (DMM) as a career or those new to the profession. This webinar sets forth the components needed to perform the duties of a DMM on a day-to-day basis.
Close Up Hacker Opportunities With A Digital Clean-Up
When was the last time you cleaned the house, or washed and detailed your car? We keep our physical surroundings tidy on a regular basis. But when was the last time you cleaned and organized your computers? Perhaps now is the time to clean up electronic devices such as laptops, tablets and smartphones.
Strengthening the Client-Financial Advisor Relationship: The Role of Daily Money Managers
As a small business owner, there are many jobs to get done and the responsibility of all of them flows right back to you. From marketing, managing, business development and actually doing the job, it can feel like there aren’t enough hours in the day. Here are some proven strategies to bring order to what can seem chaotic.
You’re probably realizing that graduation also brings a role change for you. Your new graduate is legally an adult for many purposes. 18-year-olds can marry and vote, and (males only) must register for the draft at 18. They can purchase a gun (subject to individual state laws). If your graduate is college bound, you may have learned that colleges are required to meet privacy rules under the Family Educational Rights and Privacy Act (FERPA). That means that in any college or university that receives federal funding, access to the student’s records is tightly restricted.
Structure Your Time for Efficiency and Profitability
As a small business owner, there are many jobs to get done and the responsibility of all of them flows right back to you. From marketing, managing, business development and actually doing the job, it can feel like there aren’t enough hours in the day. Here are some proven strategies to bring order to what can seem chaotic.
You’re probably realizing that graduation also brings a role change for you. Your new graduate is legally an adult for many purposes. 18-year-olds can marry and vote, and (males only) must register for the draft at 18. They can purchase a gun (subject to individual state laws). If your graduate is college bound, you may have learned that colleges are required to meet privacy rules under the Family Educational Rights and Privacy Act (FERPA). That means that in any college or university that receives federal funding, access to the student’s records is tightly restricted.