AADMM
American Association of Daily Money Managers

Daily Money Management Business Basics Program Summary and Outline

This five part series consists of one-hour live sessions scheduled over five weeks on:
Wednesdays at 7 p.m. Eastern (6 p.m. Central, 5 p.m. Mountain, 4 p.m. Pacific)

  • August 30 – Session 1, Introduction to DMM
  • September 6 – Session 2, Starting Your Business
  • September 13 – Session 3, Marketing Your Business
  • September 20 – Session 4, Operating Your Business
  • September 27 – Session 5, Ethics and Standards of Practice

Click here for more details and to download the registration form. You can also register online.

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!”

The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.