Member resources

Marketing Toolbox

Involvement with AADMM is a great way to show clients and future clients that you are a credible, committed and respected professional in the daily money management industry. The marketing toolbox provides resources for members who wish to publicize their affiliation with the association to help enhance their personal marketing efforts. Each “marketing tool” is listed below with a link for quick use. These marketing tools are one of the many benefits included in membership and they are not available to non-members. We hope these resources enable members to communicate their unique professional value, and association with the AADMM brand clearly.

Sample Press Release

The sample press release can be customized to your own DMM business and may be sent to local press or media outlets, or added to your website to enhance awareness of your company. Please add, delete or change the details of this sample to fit your own particular needs and objectives. This is your opportunity to showcase unique value and tell your own story.

Key Messages

The key messages [PDF] on AADMM and the daily money management profession are essential for our members to know and to communicate to other related professionals and the public. These messages highlight our values and objectives and should be reviewed prior to any interview with the media or when speaking with non-members and clients. This is a members-only document; please do not share directly with the press or anyone outside the association. It is meant to be used as a resource to guide your discussion and responses with the media and general public. We have outlined the messages in one document to enable members to provide consistent and relevant information about AADMM.

Fact Sheet

A single-page document consisting of basic AADMM information. This Fact Sheet can be distributed to the public. Members of the press and non-members can access this document in the media section of the website.

Daily Money Management – An Overview

Provides basic information about DMM services that can be given to clients and the general public. View the DMM Overview.

The AADMM Brand

For any company, group, or organization, the Brand is the “essence” of the organization and represents it purpose. A brand is communicated through logos, consistent designs, mission statements, taglines, etc. AADMM has created both a brand promise and brand statement that we are proud of. The brand promise explains what our members do and the brand statement is a shorter version (tagline) of the brand promise. Think of this information as an “elevator speech” when asked what AADMM represents.

AADMM Logo

Download and review the logo usage requirements.

Why a member badge

As an AADMM member, you are bound to a standard of practice and code of ethics that is increasingly important to clients. The public is increasingly warned to only choose financial professionals that have passed a background check.

How to use it

Leverage your membership to let your clients and potential clients that you are a safe choice to help them with their daily money management needs.

Download the AADDMM member badge and add it to your website with a link back to AADMM’s standards of practice and code of ethics page. [https://secure.aadmm.com/bylaws-and-policies/].

1. Click the member zip file: https://secure.aadmm.com/wp-content/uploads/2020/06/AADMM-Member-Badge.png.zip  and save it to your computer.
2. Expand the zip file to get the graphic file (AADMM-Member-Badge.png)
3. Upload the graphic to your own website
4. Link the graphic to AADMM’s standards of practice and code of ethics page. [https://secure.aadmm.com/standard-of-practice-code-of-ethics/].
5. Don’t forget to update your member profile and add a photo if you haven’t done so already.

“…you don’t want that bill payer to be a random person you find online. You want to make sure they’re insured, bonded, and that you check out their website and their background” source: AARP article: [https://www.aarp.org/retirement/planning-for-retirement/info-2019/solo-aging-financial-plan.html]

Customizable PowerPoint Presentation

Members are often asked to present information about financial topics and daily money management to groups. We’ve created a presentation that can be customized for your needs.

AADMM Business Cards

We’ve created business cards to help connect people with the daily money managers’ professional organization. Whether members want to build credibility through their association with the AADMM, help people understand what they do, or advise a prospective DMM, AADMM’s business card is a great reference tool.

AADMM Trifold Brochure for General Use

We’ve created Trifold Brochures to help with your marketing efforts. View and download the brochure here.

AADMM Trifold Brochure for Referral Partners

We’ve created a Trifold Brochures to help with your marketing efforts to your network of referral partners. View and download the brochure here.

All brochures are self-printed, as AADMM no longer provides pre-printed versions. Please note that brochures may not be altered from their original form.

Free Recorded Marketing Webinars

If you are looking for some tips to help you market your daily money management business, take a look at AADMM’s popular marketing webinars.

Leadership

A list of current AADMM Board Members can be found  AADMM Board members.

Additional Marketing Templates

AADMM offers additional materials that can be used in developing your own marketing plans. Click here to see a list of available resources and pricing.