For Individuals & Families
Resources and information on how a DMM can help you.
Members
Member resources, news, education and certification
Referral Partners
How daily money managers work with other financial professionals
Special Announcement on COVID-19
We would like to provide you with an update on how AADMM is addressing the evolving Coronavirus (COVID-19) situation.
Our #1 priority is the well-being of our members, clients, staff, partners and community.
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
2021 AADMM Conference
November 12-14, 2021
EVENTS AND WEBINARS
May CDMM Live Webinar Series
Earn up to 4 CEUs.
Wed, May 5 @ 5 PM ET – When Something Goes Wrong: Helping Your Clients After an Imposter Scam – Now available as recording only
Tues, May 11 @ 5 PM ET – Helping Clients Embrace Cash Flow – Now available as recording only
Tues, May 18 @ 5 PM ET – The New Ethics of Banking
Wed, May 26 @ 5 PM ET – Do I Still Need to Keep That Receipt for Taxes?
New Recorded Webinar
The Elephant in the Room: Understanding Financial Stress
The elephant in the room (or the Zoom, these days) is that debt and credit problems overwhelm people from all walks of life. Productivity, relationships, and health are all affected, at seemingly impossible levels. Whether it is identity theft (credit issue) to not wanting to admit that a debt exists at all, discussing these challenges with clients can be stressful.
Business Basics
LIVE ZOOM WEBINARS
August 6 – 7
The Business Basics Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession. These webinars set forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis.
Each event consists of two 1/2 day sessions.
When Your Personal Life Needs to Run Like a Business
Many high-net-worth individuals and busy professionals can benefit from running their personal life more like a business.
Building a Successful Relationship with Your DMM Beyond Bill Paying
Daily money managers are much more than bill payers. Many daily money managers (DMMs) provide services that extend well beyond these basic functions to meet the needs of their clients.
It’s Never Too Late to Set Your Annual Financial Goals!
You are not alone if you didn’t get around to setting your financial goals before the 2021 new year began. Writing down your goals can immediately make you feel better — as well as making it more likely you will succeed in achieving them.